Franklin Parker, CFA

@franklinparker
Dallas, TX

Published Author

R Coding

Introvert

Conference Speaker

Self-Taught

University Graduate

Musician

Entrepreneur

Finance

Coding

Award Winner

Writer

Advisor

Founder

Founder/CIO of Directional Advisors, a CFA charterholder, international speaker, and author of numerous articles and peer-reviewed papers. 2017 winner of the NAAIM Founders Award for Investment Research.

I'm open to

joining company boards,

speaking at events,

writing,

making introductions,

and speaking on podcasts.

Contact Me

Resume

Jan 2021 - Present

Founder / Chief Investment Officer, Directional Advisors

May 2015 - Jan 2021

Chief Investment Officer, Bright Wealth Management

Jun 2013 - Jan 2015

Managing Director, CH Wealth Management

Portfolio

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For investors who wish to engage in impact investing and who have specific goals to achieve, there exists the potential for a trade-off. When impact investments yield lower returns than nonimpact p...

https://blogs.cfainstitute.org/investor/2021/02/17/bernoullis-prisoners-dilemma-a-goals-based-perspective/

Although the goals-based investment literature has grown, there remain two unsolved problems. First, there is no cohesive theory for the allocation of wealth across goals. If, for example, a client...

Theoretical frameworks to date have prescribed how an investor should allocate wealth within mental accounts. However, there is no fully cohesive solution to prescribe how an investor should ration...