Joe Dabney is a CFA® Charterholder and also holds a Certificate in Investment Performance Measurement.
Joe founded DICA in 1994 after an investment career spanning 20+ years in trust portfolio management and brokerage.
Joe has been active in the CFA Institute and its predecessor organizations (AIMR, FAF & ICFA) as FAF Regional Director, AIMR Presidents’ Council Representative, Chair of the CFAI Professional Development Committee, and CFA® Exam Grader and Senior Grader since 1988. He is also a former President of the CFA Society of Houston (formerly the Houston Society of Financial Analysts). He often speaks to investment organizations, primarily about GIPS®.
Joe received his BA from the University of Texas at Austin (1971), MBA from the University of Houston (1984), CFA® Charter in 1984. Joe attained the CIPM® designation by passing the first Expert CIPM® exam in September/October, 2006.
During grading of the CFA® Exam in June, 2013, the CFA Institute rewarded Joe with the Donald L. Tuttle Award for CFA® Grading Excellence.