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Meet our Level Experts

Level I Manager and Vice President of CFA Education, Kaplan Schweser
Level I Manager and Vice President of CFA Education, Kaplan Schweser

Dr. R. Douglas Van Eaton, CFA

Level I Manager and Vice President of CFA Education, Kaplan Schweser

Doug Van Eaton is the Level I Manager and Senior Vice President of CFA Education at Kaplan Schweser. Before joining Kaplan, Doug taught finance at Texas Christian University, the University of North Texas, and the University of Washington.

Prior to that, he spent six years with the brokerage firm of Dean Witter. He has published articles in both academic and professional journals, including the Financial Analysts Journal, Journal of Investing, Review of Quantitative Finance and Accounting, and the Financial Services Review. His work has been cited in the CFA Digest and won an award from the CFP Board of Examiners.

Doug also has many years of experience teaching financial professionals, including CFA exam review courses for the Dallas Society of Financial Analysts (DSFA) and JKE (Excel) Exam Review, as well as seminars for the American Institute of Certified Public Accountants (AICPA) in finance, accounting, and funds management. Doug’s education includes a master’s degree in economics and a doctorate in finance, both from the University of Washington.

Level II Manager and Vice President of CFA Education, Kaplan Schweser
Level II Manager and Vice President of CFA Education, Kaplan Schweser

Dr. Bijesh (B.J.) Tolia, CFA, CA

Level II Manager and Vice President of CFA Education, Kaplan Schweser

As Vice President of CFA Education, B.J. is Kaplan Schweser’s CFA Level II Professor and is in charge of Schweser’s Chicago weekly program. He has taught CFA review courses for more than 10 years in Chicago and around the world. B.J. has also served as the Associate Dean and Department Chair in the College of Business at Chicago State University.

He is a CFA charterholder who earned his MBA and doctorate in finance from the University of Wisconsin–Milwaukee. Apart from academia, B.J. has experience in commercial banking and public accounting, and has published papers in the areas of IPOs, executive compensation, and international finance.

Dr. Greg Filbeck, CFA, FRM, CAIA

Greg joined the faculty of Penn State University, the Behrend College, as professor of finance in 2006 and holds the Samuel P. Black III Professorship of Finance and Risk Management. He has published more than 100 articles in referenced journals and authored 10 books.

Greg is the recipient of the Penn State 2010 and 2012 Outstanding iMBA faculty member, 2011 Council of Fellows Outstanding Research Award, and 2013 Outstanding Service Award.

His research studies are focused within the investments, portfolio management, and behavioral finance areas In addition to ten years of experience in academia (Miami University and the University of Toledo), he has seven years of experience as senior vice-president of Schweser, a division of Kaplan, Inc. At Kaplan, Greg headed the content and curriculum areas and started and led the marketing and sales areas. He has trained candidates for the Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Chartered Alternative Investment Analyst (CAIA) designations on a worldwide basis. Greg earned his Doctorate in Finance from the University of Kentucky, his Master’s in Applied Statistics from Penn State University, and a BS in Engineering Physics from Murray State University.

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