Meet the UWorld Finance Instructors

Our CFA and CMT instructors are professors, thought leaders, authors, and subject matter experts with years of real-world experience. Each has a unique approach, but they're all dedicated to keeping you engaged while making the hard stuff easy to understand.
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Meet the UWorld Finance Instructors

Engaging Lectures From Top Finance Instructors

Get tips, breakdowns, and walk-throughs from top instructors who have spent their careers studying and teaching finance exams.

Industry Experience

Gain industry knowledge for long-term career success from leaders in finance with decades of hands-on experience.

University-Level Pedagogy

Watch university-grade lectures from instructors who have spent years teaching at accredited institutions.

Credentialed Professionals

Get insider tips from finance experts who have studied for the same credentials you’re pursuing and succeeded.

Meet Your Instructors

You’ll be spending a lot of time with these instructors as they get you exam-ready, so why not get to know them?
Peter Olinto, UWorld Lead CFA Instructor, teaching finance concepts with enthusiasm and clarity

Peter Olinto, JD, CFA, CPA (inactive)

Lead CFA Instructor
Meet Peter

Meet Peter

Peter has been teaching CPA and CFA Program Exam Review courses for more than two decades. 300 universities have used his instructional videos, numerous accounting and financial firms, and over 100,000 successful CFA and CPA candidates worldwide. He holds CPA (inactive), J.D., and CFA qualifications.

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Ryan O’Connell, CFA and FRM, explaining complex investment models and financial risk strategies

Ryan O'Connell, CFA, FRM

Lead CFA Instructor
Meet Ryan

Meet Ryan

Ryan O'Connell, CFA, FRM, is a freelance financial modeler and educator with Master’s degrees from UPenn and Texas A&M. He consults on modeling, risk, and investment analysis, and runs a YouTube channel (50K+ subscribers) simplifying finance and investing concepts for a broad audience.

“Andrew Kerai, CFA, financial services executive and UWorld instructor sharing real-world asset management insights

Andrew Kerai, CFA

Lead CFA Instructor

Meet Andrew

Andrew Kerai, CFA is a seasoned financial services executive with extensive experience in asset management, corporate finance, and business leadership. He has led investment teams and managed client assets across multiple firms, driving performance, profitability, and growth. His leadership has resulted in two successful leveraged buyouts, an 80% revenue increase over three years, and the turnaround of multi-billion-dollar investment funds to top-ranked performance. Andrew also launched a mutual fund company recognized by The Wall Street Journal as a “Category King.” A respected thought leader in wealth management and fintech, he serves as a member of the Forbes Finance Council.

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Sam Gottlieb, Director of Finance Education at UWorld, with expertise in law, taxation, and finance

Sam Gottlieb, CFA, JD, LLM, FRM

Director of Finance Education
Meet Sam

Meet Sam

Sam began his professional career as an attorney after earning J.D. and an LL.M. degrees, and has practiced extensively in estate planning and taxation. In addition to his law degrees, he has received the CFA, FRM, and CFP designations.

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James Fang, CFA, simplifying corporate finance and investment principles for CFA candidates

James Fang, CFA

CFA Instructor
Meet James

Meet James

James has years of experience in corporate finance, startups, private equity, private banking, and financial education. He explains financial concepts from a simple and practical perspective so that students can relate to these topics in the real world.

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Doug Carroll, CFA, leading a global finance seminar on investment management and valuation

Doug Carroll, CFA

CFA Instructor
Meet Doug

Meet Doug

Doug has been conducting investment-related training seminars in major financial centers around the globe for more than two decades. His varied experiences in sales, trading, and investment management allow him to draw upon an extensive range of professional activities.

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David Walls, CFA, discussing valuation techniques and credit investment strategies

David Walls , CFA

CFA Instructor
Meet David

Meet David

Experienced global investment management and valuation professional with expertise in credit investments, including high-grade fixed income, syndicated and middle market loans, high yield bonds, mezzanine, distressed debt, and non-performing real estate. Skilled in valuing complex capital structures.

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Darren Degraaf, CFA and CPA, teaching global CFA exam topics and professional risk management

Darren Degraaf, CFA, CPA, MAFM PRM

CFA Instructor

Meet Darren

Darren Degraaf is a Certified Management Accountant, Chartered Financial Analyst, US Certified Public Accountant (Delaware), and Professional Risk Manager with extensive experience teaching CFA exam review courses globally, including Level I, Level II, and Level III topics.

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Alex Cole, CMT Instructor, delivering CMT curriculum-aligned lectures and technical analysis insights

Alex Cole, CMT

CMT Instructor

Meet Alex

Alex has nearly 20 years of financial market experience and has contributed to major industry news publications like Bloomberg. Alex helped build the Wiley (now UWorld) CMT Exam Review course, for which he designed instructional content aligned with the Official CMT Curriculum and filmed 30+ hours of video lectures.

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Start studying with these instructors, an extensive bank of exam-like questions, mock exams, concise study guides, and more.

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See What Our Students Are Saying

"The video lectures are incredibly well-designed, easy to follow, and perfectly timed to keep you fully engaged. Peter Olinto is an exceptional teacher, making his videos both enjoyable and captivating."

Dante R.
Uworld CFA Student

"The video lectures provided were exceptionally comprehensive, particularly in explaining complex Learning Outcome Statements (LOSs) such as Derivatives. This course made the learning process much easier for me."

Goto A.
UWorld CFA Student

"I have used many different review materials while studying for the CFA and CMT exams, and trust me—as a CMT and a candidate who passed the CFA exam with good scores—when I say that UWorld Exam Review materials excel in every aspect! The videos are amazing and the mentoring is exceptional. I really couldn’t have done as well without UWorld."

Mahmoud E.
UWorld CMA Student

"The self-study lectures are engaging, and I appreciate the dashboard that visualizes the learner’s progress in the course. I find it helpful to take practice questions concurrently with the lectures. It helps keep content fresh while also preparing you for a testing environment."

Connor C.
UWorld CMT Student

"The video lectures are incredibly well-designed, easy to follow, and perfectly timed to keep you fully engaged. Peter Olinto is an exceptional teacher, making his videos both enjoyable and captivating."

Dante R.
Uworld CFA Student

"The video lectures provided were exceptionally comprehensive, particularly in explaining complex Learning Outcome Statements (LOSs) such as Derivatives. This course made the learning process much easier for me."

Goto A.
UWorld CFA Student

"I have used many different review materials while studying for the CFA and CMT exams, and trust me—as a CMT and a candidate who passed the CFA exam with good scores—when I say that UWorld Exam Review materials excel in every aspect! The videos are amazing and the mentoring is exceptional. I really couldn’t have done as well without UWorld."

Mahmoud E.
UWorld CMA Student

"The self-study lectures are engaging, and I appreciate the dashboard that visualizes the learner’s progress in the course. I find it helpful to take practice questions concurrently with the lectures. It helps keep content fresh while also preparing you for a testing environment."

Connor C.
UWorld CMT Student
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