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Alexander Liss, PhD, MBA, CFA

Mr. Liss is a Principal at Boston Financial Research. He holds Doctor of Philosophy Degree from Tufts University, Master of Business Administration degree, summa cum laude, from Babson College, Master of Science degree, and Chartered Financial Analyst (CFA) and Certified Forensic Financial Analysit professional designations. Alexander's primary duties comprise big data analysis, statistic, econometric and financial modeling. Alexander leads the firm's scientific research and analysis initiatives. He has extensive experience in statistical analysis, forensic finance, business analytics, complex derivatives, and other quantitative areas. In addition to his work at Boston Financial Research, Alexander was an Executive-in-Residence at Babson College. He is a CFA Charterholder and a member of the CFA Institute, the Boston Security Analysts Society (BSAS), Institute of Mathematical Statistics, National Association of Certified Valuation Analysts (NACVA), and Babson Investment Management Association (BIMA).

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Steve N. Pinkhusovich

Mr. Pinkhusovich is a Senior Associate at Boston Financial Research. He holds a B.S., magna cum laude, in Business Administration with a concentration in investments and economics from Babson College. Steve is a Level III candidate in the Chartered Financial Analyst (CFA) program. Steve's professional experience includes credit analysis, private equity, and economic research.

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Lana Wolfe, CFP, MBA

Ms. Wolfe is a Senior Associate with Boston Financial Research, LLC. She holds a Master of Business Administration Degree from Hult Business School, a Master of Science degree in Economics and Quantitative Methods, and Certified Financial Planner professional designation. Lana is a Level III candidate in the Chartered Financial Analyst (CFA) program. Prior to joining Boston Financial Research Lana worked in Private Wealth Management for High Net Worth individuals at Merryl Lynch and Morgan Stanley. Lana's areas of expertise include asset valuation, forensic accounting, financial planning pre-, during-, and post-marital dissolution, tax issues associated with a divorce, and asset management. In addition to financial planning Lana has an extensive experience in accounting, audit, and tax planning.

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