Dr. John Guerard

John Guerard, PhD, is an independent financial researcher living in Bluffton, South Carolina. He currently serves as Co-Chief of Engineering and Research at Pacific Spirit Investments in San Diego, CA, a native asset manager. John was a member of the McKinley Capital Management Scientific Advisory Board and has served as an Affiliate Instructor in the Department of Applied Mathematics, Computational Finance and Risk Management Program, at the University of Washington in Seattle, WA. He served for almost 15 years as Director of Quantitative Research at McKinley Capital Management in Anchorage, Alaska. John previously worked at Drexel Burnham Lambert and Daiwa Securities, where he was co-Portfolio Manager, with Dr. Harry Markowitz, recipient of the 1991 Nobel Prize in Economic Sciences, on Fund Academy and The Japan Equity Fund. John was awarded the first Moskowitz Prize for outstanding research in socially responsible investing in 1997. He earned his AB in Economics from Duke University, MA in Economics from the University of Virginia, MSIM from the Georgia Institute of Technology, and PhD in Finance from the University of Texas at Austin. He also taught at the University of Virginia’s McIntire School of Commerce and at Lehigh University.

John has published several monographs, including Quantitative Corporate Finance (Kluwer, now Springer, 2007, with Eli Schwartz; third edition published in 2022), The Handbook of Applied Investment Research (World Scientific Publishing, 2020, with William T. Ziemba), and The Leading Economic Indicators and Business Cycles in the United States (Palgrave Macmillan, 2022). He is also under contract to publish Financial Forecasting in 2025 with Oxford University Press.

Dr. Guerard has published in peer-reviewed and practitioner journals including Management Science, Annals of Operations Research, The International Journal of Forecasting, The IBM Journal of Research and Development, Interfaces, The Journal of Portfolio Management, and The Journal of Investing. He served for over 30 years as an Associate Editor of The Journal of Investing and The International Journal of Forecasting. He recently joined The Journal of Portfolio Management Advisory Board and edited a special issue of Annals of Operations Research in honor of Harry Markowitz, published in March 2025.