Our Staff

John Shao, PhD., CFA
President and Chief Investment Strategist

• Chartered Financial Analyst
• PhD., Finance — Virginia Polytechnic Institute and State University
• MS, Statistics — Virginia Polytechnic Institute and State University
• MA, International Business — University of Texas at Dallas
• BS, Electrical Engineering — TsingHua University, Beijing, China, Cum Laude
• Investment management since 1992
• Professor of Finance, Oklahoma City University, 1991-2006
• Member of the Board of Directors of Oklahoma Baptist Foundation 2006-2007
• Publications include:
• Study Guide & Problems Manual to Accompany Corporate Finance, John Wiley & Sons, 1997
• Instructor’s Resource Guide to Accompany Corporate Finance: Theory and Practice, John Wiley & Sons, 1997

Employees of JSPM invest their own assets in managed investment accounts, use the same investment strategies offered to our clients, and hold investments recommended to clients. Therefore, you can be sure we strive to avoid unnecessary transaction fees. You can also be assured our ownership of investments will not adversely affect a client’s position or purchase of any recommended security in any material way.