Don Cassidy
Senior Research Analyst
Lipper, Inc.
Don Cassidy
has been with Lipper, the mutual funds research organization, since
1990, after spending a few years in research at regional brokerage firm
Boettcher & Co. He is presently a senior research analyst and media
spokesperson for Lipper. For the first several years in his time at
Lipper, he directly supervised the firm’s closed-end funds research
group; he maintains a significant role in that area, including writing,
media-contact, and consulting assignments. Early in his career he worked
for the Fidelity funds organization. He joined regional retail brokerage
firm Boettcher & Co. in 1986 as a sell-side analyst.
Don has
written 5 books for individual investors, the latest (November 2001)
of which is Trading on Volume. Previous popular titles included When
the Dow Breaks (July 1999) and It’s When You Sell that Counts!
(1997). In 1993 McGraw-Hill published his Plugging Into Utilities. He
is frequently quoted by major financial newspapers and magazines and
has appeared on CNBC, CNN, and local TV stations. Locally in Denver,
he appears each Thursday morning on KKZN AM-760’s Business for
Breakfast.
He has
twice served on the faculty of Harvard University’s Annual Congress
on the Psychology of Investing, is a member of the Denver Society of
Securities Analysts, has been on AIMR’s national speaker list
since early 2003, and gives guest lectures at several local colleges.
He serves as an adviser to the Finance Club at Metropolitan State College
of Denver and is a graduate of the Wharton School. He has lectured on
knowing how to sell, at the two “Take Your Investments to College”
Days at the University of Denver. He is Colorado Program Director for
the American Association of Individual Investors (AAII), a non-profit
national educational group. He has made over 130 presentations to AAII
chapters nationally since 1996 and has spoken at its national convention
three times. He joined the AIMR* speakers bureau program in 2002. He
has been listed twice in Marquis’ Who’s Who in Finance and
Industry and was included in its Who’s Who in America in 2002.
He was recently invited to consult to the leadership of the Investment
Company Institute on the handling of the funds-trading scandal.
Education:
BS in Economics, cum laude, Wharton School, 1967. Major finance; minors
in journalism and sociology.
Books published
(McGraw-Hill except as noted):
Plugging into Utilities 1993
30 Strategies for High-Profit Investment Success (Dearborn) 1996
It’s When You Sell that Counts! 1997
When the Dow Breaks 1999
Trading on Volume 2001
(Investment book of the year, per Stock Traders’ Almanac)
contributed
chapters to several other books
several articles published in AAII Journal
presentations to IBC Closed-End Funds Conferences 1995-2000
presentations to Closed-End Funds Association Annual Meeting at NYSE,
2001 and 2003
* name
change pending, to “CFA Institute”
