Dr. William G. Droms, CFA
Co-Chairman
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He's truly a thought leader in the field having developed and published the risk tolerance questionnaire and asset allocation system (the Portfolio Allocation Scoring System) first published in The 1984 Dow Jones-Irwin Mutual Fund Yearbook. Bill's original risk tolerance work has now been broadly adopted and adapted by many major banks, CPA and investment firms.

Bill brings an unparalleled set of skills, experience, and academic foundation to his work at Droms Strauss Advisors. He holds a doctorate in business administration (DBA) and earned the Chartered Financial Analyst (CFA) designation. He is the Powers Professor of Finance in the McDonough School of Business at Georgetown University where he has taught finance and investments to undergraduate and MBA students for over 30 years.

The teaching environment ensures Bill's continuous learning from the latest academic investment research, often for consideration in his course curriculum, and inspires him to regularly identify and explore new theories and approaches.

Bill has been widely quoted on investment management topics in the Wall Street Journal, New York Times, Washington Post, Atlanta Journal-Constitution, Money magazine, Baltimore Sun, and the Chronicle of Higher Education. He frequently presents at national and state CPA meetings, bankers associations, and many other professional financial service organizations.

Author

Bill's research has been published in professional and academic journals including the Financial Analysts Journal, Journal of Accountancy, CPA Journal, and Journal of Financial Planning.

He is author or coauthor of investment books including: The Dow Jones-Irwin Guide to Personal Financial Planning, The Dow Jones-Irwin Mutual Fund Yearbook, the Life Insurance Investment Advisor, and Investment Fundamentals.

Education

• Master and Doctorate, Business Administration, George Washington University
• Artium Baccalaureatus, Brown University, recipient of NROTC Scholarship

Professional Involvement

• Chartered Financial Analyst (CFA) Institute
• Washington Society of Investment Analysis 
• Georgetown University Benefits Advisory Committee
• Inova Medical Center Investment Subcommittee
• Journal of Financial Planning Editorial Review Board

Speaker

• CFA Institute
• American Institute of CPAs
• American Association of Individual Investors
• New York Society of Investment Analysts
• Institute for Certified Financial Planners
• International Association of Financial Planners
• State CPA Societies of Georgia, Maryland, Missouri, Minnesota, North Carolina, Pennsylvania, and Tennessee