Experience

Teaching and Training Experience

Dr. Grubman is on the faculty of the McCallum Graduate School of Business at Bentley University in Waltham, Massachusetts. He developed and taught an innovative graduate-level course about the psychological aspects of financial advising from 2004 through 2008. He also provides advisor training materials in conjunction with the online educational services of State Street Global Advisors.

He has publications in the Journal of Wealth Management, the Journal of Financial Planning, Private Wealth Magazine, and The FFI Practitioner. He has spoken before the Institute for Private Investors, the National Association of Personal Financial Advisors, the Boston Security Analyst Society, the More than Money Institute, and many other organizations and conferences.