About Us


Joseph T. Dabney, III, CFA, CIPM

 

President & Chief Verification Officer

 

    

 

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.

 

 


Neil E. Riddles, CFA, CIPM
Senior Verification Associate

Neil Riddles is a CFA® Charterholder and holds a Certificate in Investment Performance Measurement.

Neil has over 25 years experience in the investment industry.  He served as Director of Performance Measurement for a large money manager specializing in international investments.  He has held the positions of Chief Operating Officer and Chief Risk Officer of a smaller investment advisory firm.  He has also worked for a pension consulting firm and has worked on the floor of the American Stock Exchange with an options marketing firm.

Neil has been active in the CFA Institute and its predecessor organization (AIMR) by serving on various committees and sub-committees of the AIMR-PPS and GIPS® since 1993.  He has also served on the Advisory Board of the Journal of Performance Measurement since inception and served on the CIPM Advisory Board for six years.

Neil is a frequent speaker and writer about investment performance and risk-related topics.


Contact Information


  

 Please contact us for more information about how we can best serve your needs.    

 
   

 Dabney Investment Consulting Associates, Inc.

 

 130 Rainbow Drive #3040

 

 Livingston, TX  77399-1030

 

 

To contact Joe Dabney:

 

 281-335-3859

 

 joedabney@dabneyinvestmentconsulting.com

 

 Monday-Friday   9:00 AM - 5:00 PM   (Central Time)

 

To contact Neil Riddles:
954-782-7374
neil.riddles@riddlesconsulting.com
Monday-Friday   9:00 AM - 5:00 PM   (Eastern Time)
   

 Links:

 

 CFA Institute:  www.cfainstitute.org

 

 CIPM® (Certificate in Investment Performance Measurement™)
           information: 
www.cfainstitute.org/cipm

 

 CFA Society of Houston:  www.cfahouston.org