Stephan Shipe

Stephan Shipe, PhD, CFA is the owner and lead advisor for Scholar Financial Advising LLC. He holds a Ph.D. in Finance with a support area in econometrics from Florida State University (which he has to keep quiet here in Demon Deacon country). He is also a CFA charterholder from the Chartered Financial Analyst Institute.

Dr. Shipe has taught university finance courses for the past seven years and continues to teach in the finance program at Wake Forest University here in Winston-Salem. As a finance professor, Dr. Shipe has written academic articles and analyzed data related to investor behavior, compensation, investment advisor disclosures, investor protection, and corporate governance. His work has been published in journals including the Journal of Investing and the Journal of Empirical Finance. This research agenda has led him to be invited to work with regulators on new laws related to investment advisor disclosures and become an advocate for fee-only financial planning.