UWorld's CFA® Content Writers

The UWorld Finance team includes professionals with over 100 years of collective finance experience. Our team includes experts in heavily tested areas, such as trading, investing, and finance strategy.
Sam Director of Finance Education
Sam Gottlieb, CFA, FRM
Director of Finance Education
Rachel Content Specialist
Rachel Siegel, CFA
Content Specialist
Doug Content Specialist
Doug Carroll, CFA
Content Specialist
John Content Specialist
John Derrick, CFA
Content Specialist
Josh Content Specialist
Josh Yatskowitz, CFA
Content Specialist
Luis Content Specialist
Luis Martinez, CFA
Content Specialist
Kyle Content Specialist
Kyle Smith, CFA
Content Specialist

Join Our Team
and Make an Impact

UWorld Finance content developers are an experienced group of educators, practicing CFA chartholders who are dedicated to creating a better way to learn this challenging material. We are working to provide the most efficient learning methods and are also passionate about imparting our knowledge to the future leaders of our professional landscape.

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Kyle Content Specialist
Kyle Smith, CFA
Content Specialist

Kyle obtained his CFA charter in 1999. He graduated from James Madison University in 1990 with a BBA in finance. Kyle spent most of his 25-year career in the investment management industry, working at Wells Fargo and other financial firms performing investment manager due diligence, portfolio construction, and asset allocation analysis.

Luis Content Specialist
Luis Martinez, CFA
Content Specialist
Luis holds a BS in Economics from Pontifícia Universidade Católica and a postgraduate degree in Marketing from Fundação Getúlio Vargas, both in Rio de Janeiro, Brazil. He received the CFA designation in 2001. Luis has over twenty years of financial experience, including macroeconomic analysis, mutual funds, pension plans, investor relations across multiple industries.
James Fang
James Fang, CFA
Content Specialist
Josh obtained his CFA Charter in 2012. He graduated from the University of Rochester in 2006 with a B.A. in economics. Before joining UWorld, he worked at Samsung Electronics America as a competitive analyst and strategist for the company’s mobile business and Bloomberg in various analyst positions.
John Content Specialist
John Derrick, CFA
Content Specialist
John is a CFA charterholder and former board member and president in his local society in San Antonio. John has 25 years of experience in the investment management industry and more than 17 years of experience as an institutional portfolio manager. He received a BBA in finance from the University of Texas at Arlington.
Doug Content Specialist
Doug Carroll, CFA
Content Specialist
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.
Rachel Content Specialist
Rachel Siegel, CFA
Content Specialist

Rachel obtained both a B.A. in English and an MBA from Yale University and has earned the Chartered Financial Analyst designation. At Northern Vermont University, she served as a Finance and Economics professor (now retired) for over two decades.

Sam Director of Finance Education
Sam Gottlieb, CFA, FRM
Director of Finance Education

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