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Authors

William H. PIke, CFA

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William Pike’s background includes experience as both an equity and high yield bond portfolio manager at Fidelity Investments. He taught the introductory investment course sponsored by the Boston Security Analyst’s Society for more than 20 years. The early editions of this book are the outgrowth of that course. He is a Chartered Financial Analyst with a degree from the Massachusetts Institute of Technology and an MBA from Columbia University. He has provided investment commentary on radio and television and has spoken before a variety of investment groups.

Patrick C. Gregory, CFA

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Patrick Gregory is an analyst and portfolio manager with 18 years of multi-industry experience. He is currently working as a Senior Equity Analyst for FM Global, where he manages the healthcare sector of a $4.8 billion portfolio. Prior to joining FM Global, Patrick was a full-time faculty member at Bentley College. While at Bentley, he served as the Managing Director of the Hughey Center for Financial Services and was the recipient of the Davis Fellowship and Innovation in Teaching Award. Patrick has taught graduate and undergraduate courses in investments, risk management, and portfolio management for many years. Given his experience in industry and academia, Patrick has appeared on CNN and CNBC and provided commentary to a number of news sources, including the Wall Street Journal, Business Week, Boston Globe, and LA Times. He holds advanced degrees in both Finance and Financial Planning. Patrick is a CFA Charterholder and member of the CFA Institute and Boston Security Analyst Society (BSAS).