DR. KYLE WONG PhD, CFA, FRM
Kyle is the Director of Kaplan's Financial Markets Division. He teaches and develops products for bespoke Financial Markets training programs. He has more then 10 years of working experience in the banking and securities industry. He was in management and sales roles at major banks like HSBC,RBC Group and Citigroup in Canada, Singapore and Hong Kong. He has advised clients on a large range of investment products including equities, fixed income, trust units, pooled funds, derivatives and structured products.
Kyle has provided sales training to bank staff on new investment products. At International Planning Group Ltd. he provided estate planning to private bank clients throughout South East Asia. Before he joined Kaplan he was the VP, Complex Hybrid Products at DBS Bank.
Kyle was appointed a visiting professor at Ningbo University (PRC) in 2003. Kyle has been teaching master level courses in finance, investment and portfolio management at Royal Roads University in Canada and HKU SPACE. He received his BS degree from the University of Wisconsin and his MS and Ph.D. degrees from Cornell University.
Kyle is a certified Financial Risk Manager and has been a CFA Charter holder since 2004. He is also member of the Hong Kong Society of Financial Analysts and member of the Professional Risk Managers' International Association.
KENNETH LEUNG MSc, CFA, FRM, FCCA
Kenneth is a well known face in Kaplan as he teachs a range of financial qualifications and courses, including CFA and FRM. With extensive industry and teaching experience and academic achievement, students learn both the academic theories and current market practices in Kenneth’s classes. Currently a Senior Manager of Market Risk in a commerical bank, Kenneth is closely involved in designing risk management systems to support risk control functions. His previous positions with a number of insurance companies, brokerage firms, commercial and corporate banks required him to analyze, measure and manage the risks of various financial products, including equities, fixed incomes, foreign exchanges, funds and derivatives. Kenneth also had experience in equity research on H-share companies, and analysis of financial statements for global companies. Kenneth is an achiever who continually enhances his academic knowledge and industry recognition, while pursuing his career in the finance industry. Following his completion of an Economics degree, he sequentially obtained a BSc (Mathematics), MSc (Financial Engineering), MStat, MSc (Computing) and MSc (Risk Management Science) degrees; as well as qualifying with CFA, FRM and FCCA. Previously, Kenneth had other teaching experience at local universities.
SAMUEL GLOTTIEB CFA, CFP (US), JD, LLM (taxation), BBA
Samuel’s extensive experience as an investment counselor and wealth management advisor encompasses a wide range of financial instruments, including equities, convertibles, fixed income, derivatives, hedge fund, mutual funds and alternative investments, with a focus on statistical and analytical methods and techniques. In his capacity, he was responsible for all facets of comprehensive wealth management, including investment strategy estate planning, income and estate tax planning, philanthropy and multi-generational wealth management issues. He developed and implemented investment policy statements for institutional entities and high-net-worth individuals.He also practiced as an attorney since 1988 with an emphasis on business succession, estate planning, tax planning, philanthropic planning, probate court practice and commercial litigation. In addition to maintaining a private practice, he also lectured on these subjects at City University of New York, School of Law at Queens College.
Samuel now specializes in the design and delivery of training course on all aspects of financial instruments of private banking, investment management, equity and fixed income analysis and derivative applications for private and institutional clients. He has undertaken numerous assignments in the US for clients such as Merrill Lynch, Morgan Stanley and Bloomberg. He has been a facilitator of financial training both in public and in-house programs since 2004. Before he came to Hong Kong, Samuel taught the Level I and Level II CFA course in New York. He is praised for his ability to teach complex CFA concepts in a way that students can comprehend and utilize; blend the assigned readings with practical examples, and provide hands-on opportunities that enhance grasp of the materials. Besides classroom teaching, Sam has also written CFA study guides for Level I and II, as well as other articles on estate law and wealth management. He received his Juris Doctorate from Benjamin N. Cardozo School of Law in New York and is a holder of a LL.M. in taxation from New York University School of Law. He also holds Bachelors of Business Administration from University of Texas in Austin. Samuel is a member of the American Bar Association and the Financial Planning Association.
Samuel received has been a CFA Charterholder since 2004. Apart from that, Samuel holds the Certified Financial Planner (US) designation and the FINRA (US) Series 7 and 66 licenses.
Other Worldwide Team Members
US Faculty
Dr. Andrew C. Temte, CFA
Dr. R. Douglas Van Eaton, CFA
Dr. Tim Smaby, CFA, FRM
Dr. Bruce Kuhlman, CFA, CAIA
David W. Wiley, CFA
Derek Burkett, CFA, FRM, CAIA
Jodi Joachim, CFA
Craig Prochaska, CFA
Kurt Schuldes, CFA
Eric Smith, CFA, FRM
UK Faculty
Martin Stoynov, CFA, CAIA
Richie Owens, CFA, ACA
Vishal Awatar, ACA
Stuart Jackaman, CFA, CAIA
Jonathan Bone, ACA, CFA
Jhan Burger, BCom, PDM, IMM
John Cook, ACA, CFA
David McMeekin, CFA, CAIA, FRM, ACIB, ACII, FPFS, ATT
Singapore Faculty
Esther Thng, CFA, FRM, M Soc Sci, BA
Ng Lye Heng, CFA, FRM
Dr. Nilanjan Sen, CFA, PhD
CFA Institute Prep Provider Guidelines Program Required Disclaimer: CFA Institute does not endorse, promote, review, or warrant the accuracy or quality of the products or services offered by Kaplan Financial and Schweser or verify or endorse the pass rates claimed by Kaplan Financial and Schweser. CFA Institute, CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.
