Ancell School of Business : Finance



Dr. Annie Wong

Professor, Chair

Office: WS 141


Phone: (203) 837-8577


Dr. 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.

Dr. Wong is currently Chair and Professor of the Department of Finance at the Ancell School of Business at Western Connecticut State University. She had taught various undergraduate and MBA corporate finance courses with extensive applications of computer technology.

Dr. Wong’s research interests and publications cover a wide range of corporate finance, investments, and ethical policy topics. She has specific research expertise in the area of rate regulation for public utilities where her work has been cited in numerous State court proceedings and by Canadian organizations since its publication in 1994. She has also conducted research on the stock price impact of foreign firms that have switched their American Depository Receipts listings from one U.S. stock exchange to another. Additionally, Dr. Wong has published the results of studies in the areas of a) legal rights and protections for shareholders, b) reporting compliance and c) the characteristics of authors in finance journals. She has presented many research papers at professional conferences.

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.

Dr. Wong won the Best Presenter Award from the Global Management & Information Technology Research Conference in 2008 and in 2010, and the Outstanding Faculty Member Award (Ancell School of Business) in the 2007-2008 academic year.


Dr. Carol Chinwen Huang


Office: WS 136


Phone: (203) 837-3929


Dr. Carol Huang earned a B.A. degree in Languages and Literature from the National Chung Hsing University in Taiwan, an M.S. in Finance from the 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 as a financial analyst and a money market trader in the financial services sector.

At the Ancell School of Business, Dr. Huang teaches courses in Personal Finance, Business Statistics, Financial Management, Finance Decision Models, and Analysis of Financial and Investment Decisions (MBA level).

Dr. Huang’s current research interests include portfolio optimization and investors’ trading behaviors. She has presented research papers at academic conferences, and her research has appeared in many scholarly journals. She is the author of two book chapters on international diversification and portfolio optimization.

Dr. Huang has served as a reviewer for the Journal of Futures Markets, Managerial Finance, Financial Innovation, Asia-Pacific Journal of Risk and Insurance, Review of Economics & Finance, International Journal of Economics and Finance, Journal of International and Interdisciplinary Business Research, and the Pennsylvania Economics Review. She also served as an associate editor for International Review of Business Research Papers.

Dr. Huang received several awards and grants for her professional performance and academic research. She was the recipient of the American Express Company’s Outstanding Performance Awards in 2001 and 2002, CUNY Teaching Fellowships 2005-2009, WCSU CELT Class Technology Grant in 2010, and CSU-AAUP Research Grants in 2011, 2013, 2015, and 2017.

Led by Dr. Huang, a team of finance students participated at the 2015 Connecticut Venture Capital Investment Competition. After winning the championship at the State of Connecticut, the team advanced to the Undergraduate Venture Capital Investment Competition Global Finals at the University of North Carolina at Chapel Hill in 2016.


Dr. Wenguang Lin 

Associate Professor

Office: WS 252


Phone: (203) 837-8578


Dr. Lin earned a B.S. degree from the Xiamen University in China, an M.B.A. degree in Investments from the University of Notre Dame, and a Ph.D. degree in Finance from the Louisiana State University.

Dr. Lin’s research focuses on variations of stock returns. In particular, his current research interests involve financial market anomalies such as post earnings announcement drifts, the role of value metrics in asset pricing, and equity portfolio management including asset allocation and diversification. He was invited to present in annual meetings of Financial Management Association and Southwestern Finance Association, among others.

At the Ancell School of Business, Dr. Lin teaches several courses including Fixed Income Securities, Principles of Finance and Business Statistics. Before joining Western Connecticut State University, he had taught Business Finance at Louisiana State University.


Dr. Lai Van Vo

Associate Professor

Office: WS 139


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, Southern Finance Association, and Academy of Financial Services annual meetings.

Dr. Vo’s research has been published in the leading journals such as Journal of Financial Services Research, the Journal of Business Economics and Management, the International Review of Financial Analysis, Accounting & Finance, and International Review of Economics and Finance. He has also served as a reviewer for the Journal of Financial Stability, Review of Financial Economics, Research in International Business and Finance, International Review of Financial Analysis, and International Review of Economics and Finance.

Mr. Robert Barghaus

Adjunct Professor

Office: WS 237



Mr. Barghaus is a licensed Certified Public Accountant with 35 years of business experience, holds a B.S. degree in Mathematics with a minor in Economics from the Rensselaer Polytechnic Institute, and an M.B.A. degree in Finance and Accounting from the Cornell University.

Mr. 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.

Mr. Barghaus was on the Board of Directors of AdvoCare, Inc., where he was the Chairman of the Finance and Audit Committee and served on the International, Risk Management and Compensation Committees. He presently serves as a consultant to AdvoCare, Inc.

Mr. Barghaus 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 has taught a few finance courses at Western Connecticut State University including Business Statistics, Principles of Finance, Investments, and Cases in Managerial Finance. He has also taught at Sacred Heart University and Cornell University. His teaching interests include statistics, corporate finance, and investments.


Ms. Terry Friedman  

Adjunct Professor

Office: WS 237



Terry Friedman earned a BS degree in finance and insurance from the Wharton School of Business at the University of Pennsylvania and an MBA degree in finance from the University of California Berkeley.

Ms. Friedman works at IBM, where she is a Senior Finance professional on the Finance Business Transformation team. Prior to her current assignment, she managed the Worldwide Incentives & Commissions Financial team for IBM, where she was responsible for all financial aspects of Incentives & Commissions, including sales plan design modeling, budgeting, forecasting, accruals, quota setting, and incentive plan measurements.

Prior to that she was the CFO for one of IBM’s start-up divisions. Her work experience extends across many Finance disciplines, including Financial Planning, Pricing, and Acquisitions & Divestitures. Overall, she has over 30 years of experience working in the Finance field.

Mr. Timothy Jackson

Adjunct Professor

Office: WS 237



Mr. Jackson earned a B.S. degree in Nautical Science from the Maine Maritime Academy, and an M.B.A. degree from the University of Connecticut. He holds a Chartered Financial Analyst (CFA) designation.

Mr. Jackson is a co-founder and Partner of Stormfield Capital, LLC.

Prior to forming Stormfield Capital, Mr. Jackson was a Senior Investment Strategist with Gapstow Capital Partners, a $1 billion hedge fund-of-funds. With Gapstow, He was co-portfolio manager to Gapstow’s multi-strategy credit portfolios. Prior to joining Gapstow, Mr. Jackson was a Principal at Barclays Global Investors, where he was responsible for the management of a $400 million hedge fund-of-funds portfolio.

Previously, Mr. Jackson 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. Mr. Jackson began his finance career at the Northern Trust Company after serving as a Merchant Marine Officer and Lieutenant in the United States Navy, Reserve.

Mr. Jackson teaches Principles of Finance and Financial Engineering courses at the Ancell School of Business. His teaching interest is in the areas of corporate finance with a strong professional background in risk management.


namiot-h2011_9974webMs. Heidi Namiot

Adjunct Professor

Office: WS 237



Ms. Namiot earned a B.A. degree in Mathematics from the Smith College and an M.B.A. degree from the Stern School of Business at the 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 M.B.A. degree, Ms. Namiot was a research analyst focusing on electric and natural gas utility valuations.

Since 2007, Ms. Namiot has taught a variety of courses in both the Finance and Mathematics departments at Western Connecticut State University and at other colleges. She teaches Business Statistics for the Finance department regularly.


Ms. Jean Robinson

Adjunct ProfessorMs. Jean Robinson

Office: WS 237


On the Web:linkedin-icon


Ms. Robinson holds a B.A. degree in Economics and Government from the Smith College and an M.B.A. degree in Finance and Accounting from the Columbia Business School.

Ms. Robinson 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, Ms. Robinson 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, Kantar Millward Brown NA.

After that merger, Ms. Robinson ran Dynamic Logic through a number of years of growth and success and rose to be Chief Operating Officer of KMBNA. She stepped down from that role in late 2015, but continues to work part time for Kantar Millward Brown and also serves on several charitable Boards.

Ms. Robinson teaches Principles of Finance and Money, Banking and Capital Markets at the undergraduate level and Introduction to Economics and Finance at the M.B.A. level. Her teaching interest is in the areas of corporate finance with a strong expertise in money and banking.




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