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Dr. Annie Wong
Full Professor, Chair
Office: WS 141
Phone: (203) 837-8577
Annie Wong earned a B.B.A. degree in Management from the Shue Yan College in Hong Kong,
an M.B.A. degree from the University of Alabama, and a Ph.D. degree in Finance from the
State University of New York at Buffalo.
She is currently Chair and Professor of the Department of Finance at the Ancell School of Business
at Western Connecticut State University. Dr. Wong has taught courses with extensive applications
of computer technology in the MBA program for several years, and is currently teaching in the
Her research expertise is in the area of rate regulation for public utilities. Her work has been cited in
numerous State court proceedings and by Canadian organizations. She has also done research on foreign firms
that had switched their listings from one stock exchange to another in the U.S. She has presented
many research papers at professional conferences and has published in refereed journals in the areas of
investments and corporate finance.
Dr. Wong has served as a reviewer for the Journal of Applied Business Research,
Journal of Management Research, and Journal of Financial and Economic Practice.
She has also reviewed many chapters for various finance textbooks.
Dr. Wong received several grants for academic research and curriculum development.
She was winner of the Best Presenter Award from the Global Management & Information Technology
Research Conference in 2008 and in 2010, and was the recipient of the
Outstanding Faculty Member Award (Ancell School of Business) in 2007 and 2008.
Dr. Chin-Wen Huang
Office: WS 136
Phone: (203) 837-3929
Dr. Huang earned an MS in Finance from Saint Louis University and a Ph.D. in
Financial Economics from The Graduate Center, The City University of New York.
Before entering academia, she worked in the financial industry as a financial analyst and a
money market trader. She taught at Edinboro University of Pennsylvania and
The City University of New York prior to taking her present position on the faculty of
Western Connecticut State University. She teaches finance courses at both the undergraduate
and graduate levels.
Her research interests include quantitative methods and portfolio management.
Dr. Huang’s research has appeared in many scholarly journals including Review of Quantitative
Finance and Accounting, Banking and Finance Review, International Journal of Business and
Finance Research, American Journal of Business Education, and The Empirical Economics Letters.
Dr. Huang has also served as a reviewer for the Journal of Future Markets, Asia-Pacific Journal of Risk
and Insurance, International Journal of Economics and Finance, Journal of International and
Interdisciplinary Business Research, and the Pennsylvania Economics Review.
Dr. Huang currently serves as an associate editor at International Review of Business Research Papers.
She has been awarded a number of grants for research and for applications of technology in the classroom.
In addition to her teaching and research, Dr. Huang is the faculty advisor for the Finance Club.
Wenguang Lin, ABD
Office: WS 140
Phone: (203) 837-8578
Wenguang Lin is a finance PhD candidate in Louisiana State University and expected to get his degree
in 2016 spring. His research interests focus on investments, including alternative weighting schemes
and portfolio rebalancing.
His works were consistently presented in leading academic conferences, such as Financial Management
Association annual meetings, and he was selected to participate in the 2015 Financial Management
Association’s Doctoral Student Consortium.
He earned an MBA degree from University of Notre Dame with a concentration in investments,
where he was trained in value investing via Applied Investment Management (AIM) program.
Before joining Western Connecticut State University, he taught Business Finance at Louisiana State University.
Mr. Guy Rotondo, MBA, CPA
Office: WS 135
Phone: (203) 837-8696
Dr. Lai Van Vo
Office: WS 104
Phone: (203) 837-9379
Dr. Vo obtained a Master of Science in Finance from University of Colorado at Denver
and a Ph.D. degree in finance from Louisiana State University.
Before entering academia, he worked as a business specialist at SOTRANS, a leading Vietnamese
corporation. He taught at Ton Duc Thang University and Louisiana State University prior to
joining Western Connecticut State University.
At the Ancell School of Business, Dr. Vo teaches Corporate Finance, Money, Banking and
Financial Markets, and Financial Institutions. His research focuses on Corporate Finance,
Financial Markets, and Banking. His works have been selected for presentation at leading academic
conferences such as the Financial Management Association, Midwest Finance Association,
and Southern Finance Association annual meetings and his research has published
in the Journal of Financial Services Research.
Mr. Robert Barghaus
Office: WS 237
Mr. Barghaus is a licensed CPA with 35 years of business experience, holds an MBA in finance and
accounting from Cornell University, a BS in Mathematics and a minor in Economics from
Rensselaer Polytechnic Institute.
Robert Barghaus was the Chief Financial Officer for fourteen years of Blyth, Inc. a New York Stock Exchange
(BTH) traded company with operations in 16 countries. He served as a member of the Office of the Chairman
and was responsible for finance, treasury, accounting, SEC reporting, tax, legal, internal audit,
human resources, investor relations and corporate IT.
Prior to Blyth, Mr. Barghaus held senior financial and operating officer positions with Reed Elsevier,
John Labatt Limited of Canada, May Department Stores, American Can and Arthur Andersen.
He was a Board member for the Federation of the Handicapped in New York City and is a member of the
Financial Executives Institute. Mr. Barghaus is on the Board of Directors of AdvoCare, Inc. where he is
Chairman of the Finance and Audit Committee and serves on the International, Risk Management and
He has taught various finance courses at Western Connecticut State University and accounting courses
at Cornell University.
Ms. Terry Friedman
Ms. Terry Friedman earned a BS in finance and insurance from the Wharton School of Business
at the University of Pennsylvania and an MBA in finance from the University of California Berkeley.
Terry is a senior financial manager at IBM Corporation, where she has had held many
financial planning positions, including division CFO and worldwide financial planning manager.
In her management positions, she has had responsibility for financial planning & modeling,
pricing, accounting, and business controls. She also managed a unit divestiture.
Mr. Timothy Jackson
Timothy Jackson is a co-founder and Partner of Stormfield Capital, LLC.
Prior to forming Stormfield Capital, Tim was a Senior Investment Strategist with Gapstow Capital Partners,
a $1 billion hedge fund-of-funds. With Gapstow, Tim was co-portfolio manager to Gapstow’s
multi-strategy credit portfolios. Prior to joining Gapstow, Tim was a Principal at Barclays Global Investors,
where he was responsible for the management of a $400 million hedge fund-of-funds portfolio.
Previously, he had been a Partner at Rocaton Investment Advisors, where he co-led the firm’s alternative
research department, which designed and advised on over $15 billion of institutional alternative asset portfolios.
He began his finance career at the Northern Trust Company after serving as a Merchant
Marine Officer and Lieutenant in the United States Navy, Reserve.
Tim holds the Chartered Financial Analyst (CFA) designation, a B.S. in Nautical Science
from Maine Maritime Academy, and an M.B.A. from the University of Connecticut.
Ms. Heidi Namiot
Heidi Namiot earned a BA in mathematics from Smith College and an MBA from the
Stern School of Business at New York University.
Ms. Namiot worked in the financial service industry for over a decade, primarily as a derivatives bond Trader
at Merrill Lynch and Swiss Re. She has presented at international conferences on a variety of trading strategies.
Prior to getting her MBA, Ms. Namiot was a research analyst focusing on electric and natural gas utility valuations.
Since 2007, Ms. Namiot has taught a variety of classes in both the finance and mathematics departments
at Western Connecticut State University and other colleges.
Ms. Jean Robinson
Office: WS 237
Jean Robinson holds an MBA in Finance and Accounting from Columbia Business School and a
BA in Economics and Government from Smith College.
Jean spent the first half of her career on Wall Street at JP Morgan in several commercial and
investment banking roles. She then joined the original dot-com boom as Chief Financial Officer
of an internet research company, Jupiter Research. She took that company public, merged it with
another and sold it.
After that, she became CFO of another early stage Internet research company, Dynamic Logic,
which she helped bring to profitability and then sold to a large market research company, Millward Brown NA.
After that merger, she ran Dynamic Logic through a number of years of growth and success and rose to be
Chief Operating Officer of MBNA. She stepped down from that role in late 2015, but remains a consultant to