David Cordell

Ph.D. - Financial Management and Investment Theory
University of Texas at Austin - 1980

MBA - Finance
University of Texas at Austin - 1976

B.A. - Plan II
University of Texas at Austin - 1974

Why You Are Not a Good Financial Planner With J. Shein, Journal of Financial Planning. Forthcoming. forthcoming - Publication

Intraperson Consistency in Financial Risk Tolerance: 'Traitedness' Is More than Noise, but Not Independent of Level of Performance. With M Roszkowski, M. Delaney. Journal of Business and Psychology. Forthcoming. forthcoming - Publication

Dissipation of Life Insurance or Annuity Death Benefits. With J. Tombs. Journal of Financial Planning. 21.1. (2008): 34-37. 2008 - Publication

Beyond the Red Zone: Retirement and Long Term Planning. With C. Lemoine. Journal of Financial Planning. 21.5. (2008): 32-35. 2008 - Publication

Automobile Insurance and the CFP Certificant. With C. Lemoine. Journal of Financial Planning. 20.5. (2007): 38-40. 2007 - Publication

Death of Life With M. Finke and C. Lemoine. Journal of Financial Planning,. 20.1. (2007): 42-44. 2007 - Publication

Planning Possibilities with Health Care Savings Accounts. With C. Lemoine. Journal of Financial Planning. 20.9. (2007): 42-44. 2007 - Publication

Financial Planning Research: Academic Articles That Are Relevant to Practitioners. With H. Evensky, and T. Langdon. Journal of Financial Service Professionals. 61.6. (2007): 37-44. 2007 - Publication

Director of Finance Programs and Clinical Professor
University of Texas at Dallas [2008–Present]

Associate Professor
Texas Tech University [2003–2008]

Professor
The American College [1992–2003]

Financial Planner and Consultant
Cordell Financial Services [1989–1992]

Pension Specialist
Aetna Life Insurance and Annuity Company [1986–1989]

Visiting Assistant Professor
University of Houston [1985–1986]

Assistant Professor and Graduate Coordinator
Louisiana State University [1979–1985]

Assistant Instructor
University of Texas at Austin [1977–1978]

Research Associate
Federal Reserve Bank of Dallas [1977–1977]

Applying the Household Budget Line to Topic Areas within Personal Financial Planning

2006–2006 C. Lemoine, D. Cordell, W. Gustafson, Academy of Financial Services Proceedings

Using Covariance as a Measure of Risk in the Diversified Firm

1983–1983 D. Cordell, S. Grimes, and M. Petruny, American Marketing Association Educators Proceedings

lnterest Rate Swaps and Bond Market Efficiency: A Review

1986–1986 Southwestern Finance Association Proceedings

A New Capital Budgeting Measure: The Integration of Time, Liquidity, and Uncertainty

1977–1977 D. Cordell and W. Avera, Southwestern Finance Association Proceedings

A Measure of the Time Dimension in Capital Budgeting Using the Duration Concept

1977–1977 D. Cordell and W. Avera, Southern Finance Association meeting

Professional Certifications and Registrations

• Chartered Financial Analyst, 1984-present
• Certified Financial Planner®, 1987-present
• Chartered Life Underwriter, 1992-present
• Registered Investment Adviser, 1991-1998
   

Academic Service

• Secretary, Faculty Senate, The University of Texas at Dallas, 2009-present.
• Member, Academic Council, The University of Texas at Dallas, 2009-present.
• Member, Faculty Advisory Council, The University of Texas System, 2009-present.
• Member, Selection Committee, Financial Frontiers Awards (academic papers relevant to financial advising), sponsored by Financial Planning Association and Janus Capital Group, Inc., 2007.
• Chair, Selection Committee, CFP Board Outstanding Financial Planning Paper Award, American Council on Consumer Interests, 2006, 2007.
• Chair, two dissertation committees (one completed, one ongoing), Texas Tech University, 2005-8.
• Member, four dissertation committees, Texas Tech, 2004-8.
• Member, Faculty Council, College of Human Sciences, Texas Tech University, 2007-8.
• Director, Student Managed Portfolio, College of Human Sciences, Texas Tech, 2003-8.
• Faculty Co-Adviser, Personal Financial Planning Association, Texas Tech, 2004-7.
• Member, Faculty Search Committee, Personal Financial Planning Division, 2004.
• Member, PFP Program Steering committee, 2003-2004.
• Co-Principal Investigator, ING Alliance for Diversity in Financial Planning grant, 2004.
• Member, Council of Portfolio Management Fellows, College of Human Sciences, Texas Tech, 2003-present.
• Member, Technology Users Committee, College of Human Sciences, Texas Tech, 2005-6.
• Adviser on 28 Masters papers, The American College, 1992-2000
• Member, John O. Todd Research Center Advisory Board, The American College, 1993.
• Member of five dissertation committees, LSU, 1981-85
• Member of the PhD Programs Advisory Committee, LSU, 1982-85.
• Member of Master’s Programs Advisory Committee, LSU, 1983-85.
• Vice President of the Faculty Senate, LSU, 1984-85. Member, 1983-85.
• Revised Master of Science program and created recruiting brochure, 1983.
• Organized and coordinated the Banking Collection, a privately funded library of finance-related journals, books, and microfilm, 1982-85.
• Developed three new courses: Security Analysis and Portfolio Management, 1981; Multinational Financial Management, 1984; Seminar in Financial Policy, 1984.
   

Other Professional Activities

• Member, Board of Directors, Texas Tech Federal Credit Union, 2007-8.
• Member, Investment Committee, St. Paul on the Plains Episcopal Church, Lubbock, TX, 2007- present.
• Member, Board of Trustees, Episcopal Diocese of Northwest Texas, 2007—present.
• Chair, Certified Financial Plam1er® Board of Examiners, 2006; Member 2003-2006.
• Member, Pass Score Committee, Certified Financial Planner® Board of Standards, 2007.
• Member, Model Curriculum Committee, Academy of Financial Services, 2003-4.
• Grader/Standard Setter, Chartered Financial Analyst examination, 2001-2007.
• Secretary, Investments Committee, Church of the Good Samaritan, Paoli, PA, 1998-2003.
• Featured speaker, Global Best Practices in Financial Planning Conjerence, Singapore, 2000.
• Board member, Philadelphia Chapter, International Association for Financial Planning, 1996- 99.
• Faculty Adviser, National Conference of the Society of Financial Service Professionals (formerly the American Society of CLU & ChFC), 1993, 1996, 1999.
• Member, CFP Board of Examiners Pass Score Committee (1997) and Item Writing Committee (1990, 1999).
• Case writer, CFP Board of Examiners (1997)
• Vice President, Houston Chapter, Institute of Certified Financial Plamaers, 1989-92.
• Lecturer, Certified Financial Planner course, University of Houston, 1991.
• Instructor, School of Banking of the South, 1985.
• Instructor, LSU Executive Program, 1982-85.
• Instructor, "Financing Small Business" seminar, Small Business Administration, 1981.
• Instructor, "Small Business Management" seminar, Louisiana State University Division of Continuing Education, 1980.
• Consultant, Louisiana Economic Development Center, 1979-80.
• Numerous consulting activities with financial services companies, including Merrill Lynch, Smith Barney, The Vanguard Group, John Hancock, State Farm.
   

Stock Valuation, Portfolio Contests to Test Students' Financial Skills

Student-centered events of the Texas Investment Portfolio Symposium include two contests.

One is a research challenge testing competitors’ skills in analyzing a publicly traded company. The other is a portfolio rivalry scrutinizing not only results but also teams’ investment philosophies, styles and  decision-making processes.

Teams competing in the first contest, the Global Investment Research Challenge, have been studying GameStop Corp., a video game and entertainment software retailer based in Grapevine, Texas.  The goal is to determine the corporation's intrinsic value as an investment, said JSOM Finance Professor David Cordell.

Professional Affiliations

American Finance Association Financial Management Association Academy of Financial Services Institute of Chartered Financial Analysts Financial Planning Association Society of Financial Service Professionals