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 Contact InformationHelpHelp  
David M Cordell
Clinical Professor-Management
Office MailstopMail Box: SM31, Room No.: SOM14308 
Email Address    Primary Phone Number 972-883-2718    Media Contact
 Professional Preparation
 Ph.D.Financial Management and Investment TheoryUniversity of Texas at Austin1980
 MBAFinanceUniversity of Texas at Austin1976
 B.A.Plan IIUniversity of Texas at Austin1974
Collapse Section Expand Section Publications
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  YearPublication  Type
Intraperson Consistency in Financial Risk Tolerance: 'Traitedness' Is More than Noise, but Not Independent of Level of Performance. With M Roszkowski, M. Delaney. Journal of Business and Psychology. Forthcoming.
Category: Journal of Business and Psychology
Peer reviewed
Why You Are Not a Good Financial Planner With J. Shein, Journal of Financial Planning. Forthcoming.
Category: Journal of Financial Planning
Peer reviewed
Beyond the Red Zone: Retirement and Long Term Planning. With C. Lemoine. Journal of Financial Planning. 21.5. (2008): 32-35.
Category: Journal of Financial Planning
Peer reviewed
Dissipation of Life Insurance or Annuity Death Benefits. With J. Tombs. Journal of Financial Planning. 21.1. (2008): 34-37.
Category: Journal of Financial Planning
Peer reviewed
Financial Planning Research: Academic Articles That Are Relevant to Practitioners. With H. Evensky, and T. Langdon. Journal of Financial Service Professionals. 61.6. (2007): 37-44.
Category: Journal of Financial Service Professionals
Peer reviewed
Collapse Section Expand Section Presentations and Projects
  1  2 
Start DateEnd DatePresentation/Project
2008 2008 Targeting Sustainable Withdrawals: A Combined Equity and Annuity Approach
C. Lemoine, D. Cordell, and W. Gustafson, Academy of Financial Services Proceedings
2007 2007 Asset Allocation in the Retirement Portfolio: The 100% Solution
D. Cordell and C. Lemoine, Academy of Financial Services Proceedings
2006 2006 Applying the Household Budget Line to Topic Areas within Personal Financial Planning
C. Lemoine, D. Cordell, W. Gustafson, Academy of Financial Services Proceedings
2006 2006 An Empirical Test of a Multiple-horizon Asset Allocation Model in Retirement Portfolio Management
D. Zhu, D. Cordell, S. Joo, Academy of Financial Services Proceedings
1986 1986 lnterest Rate Swaps and Bond Market Efficiency: A Review
Southwestern Finance Association Proceedings
Collapse Section Expand Section Affiliations
Professional Affiliations
American Finance Association
Financial Management Association
Academy of Financial Services
Institute of Chartered Financial Analysts
Financial Planning Association
Society of Financial Service Professionals
Collapse Section Expand Section Appointments
DurationRankDepartment / SchoolCollege / OfficeUniversity / Company
2008-PresentDirector of Finance Programs and Clinical Professor  University of Texas at Dallas
2003-2008Associate Professor  Texas Tech University
1992-2003Professor  The American College
1989-1992Financial Planner and Consultant  Cordell Financial Services
1986-1989Pension Specialist  Aetna Life Insurance and Annuity Company
1985-1986Visiting Assistant Professor  University of Houston
1979-1985Assistant Professor and Graduate CoordinatorDepartment of Finance Louisiana State University
1977-1978Assistant InstructorDepartment of Finance University of Texas at Austin
1977-1977Research Associate  Federal Reserve Bank of Dallas
       Teaching HelpHelp  
 Additional Information
Professional Certifications and Registrations
  • Chartered Financial Analyst, 1984-present
  • Certified Financial Planner®, 1987-present
  • Chartered Life Underwriter, 1992-present
  • Registered Investment Adviser, 1991-1998

Academic Service
  • Secretary, Faculty Senate, The University of Texas at Dallas, 2009-present.
  • Member, Academic Council, The University of Texas at Dallas, 2009-present.
  • Member, Faculty Advisory Council, The University of Texas System, 2009-present.
  • Member, Selection Committee, Financial Frontiers Awards (academic papers relevant to financial advising), sponsored by Financial Planning Association and Janus Capital Group, Inc., 2007.
  • Chair, Selection Committee, CFP Board Outstanding Financial Planning Paper Award, American Council on Consumer Interests, 2006, 2007.
  • Chair, two dissertation committees (one completed, one ongoing), Texas Tech University, 2005-8.
  • Member, four dissertation committees, Texas Tech, 2004-8.
  • Member, Faculty Council, College of Human Sciences, Texas Tech University, 2007-8.
  • Director, Student Managed Portfolio, College of Human Sciences, Texas Tech, 2003-8.
  • Faculty Co-Adviser, Personal Financial Planning Association, Texas Tech, 2004-7.
  • Member, Faculty Search Committee, Personal Financial Planning Division, 2004.
  • Member, PFP Program Steering committee, 2003-2004.
  • Co-Principal Investigator, ING Alliance for Diversity in Financial Planning grant, 2004.
  • Member, Council of Portfolio Management Fellows, College of Human Sciences, Texas Tech, 2003-present.
  • Member, Technology Users Committee, College of Human Sciences, Texas Tech, 2005-6.
  • Adviser on 28 Masters papers, The American College, 1992-2000
  • Member, John O. Todd Research Center Advisory Board, The American College, 1993.
  • Member of five dissertation committees, LSU, 1981-85
  • Member of the PhD Programs Advisory Committee, LSU, 1982-85.
  • Member of Master’s Programs Advisory Committee, LSU, 1983-85.
  • Vice President of the Faculty Senate, LSU, 1984-85. Member, 1983-85.
  • Revised Master of Science program and created recruiting brochure, 1983.
  • Organized and coordinated the Banking Collection, a privately funded library of finance-related journals, books, and microfilm, 1982-85.
  • Developed three new courses: Security Analysis and Portfolio Management, 1981; Multinational Financial Management, 1984; Seminar in Financial Policy, 1984.

Other Professional Activities
  • Member, Board of Directors, Texas Tech Federal Credit Union, 2007-8.
  • Member, Investment Committee, St. Paul on the Plains Episcopal Church, Lubbock, TX, 2007- present.
  • Member, Board of Trustees, Episcopal Diocese of Northwest Texas, 2007—present.
  • Chair, Certified Financial Plam1er® Board of Examiners, 2006; Member 2003-2006.
  • Member, Pass Score Committee, Certified Financial Planner® Board of Standards, 2007.
  • Member, Model Curriculum Committee, Academy of Financial Services, 2003-4.
  • Grader/Standard Setter, Chartered Financial Analyst examination, 2001-2007.
  • Secretary, Investments Committee, Church of the Good Samaritan, Paoli, PA, 1998-2003.
  • Featured speaker, Global Best Practices in Financial Planning Conjerence, Singapore, 2000.
  • Board member, Philadelphia Chapter, International Association for Financial Planning, 1996- 99.
  • Faculty Adviser, National Conference of the Society of Financial Service Professionals (formerly the American Society of CLU & ChFC), 1993, 1996, 1999.
  • Member, CFP Board of Examiners Pass Score Committee (1997) and Item Writing Committee (1990, 1999).
  • Case writer, CFP Board of Examiners (1997)
  • Vice President, Houston Chapter, Institute of Certified Financial Plamaers, 1989-92.
  • Lecturer, Certified Financial Planner course, University of Houston, 1991.
  • Instructor, School of Banking of the South, 1985.
  • Instructor, LSU Executive Program, 1982-85.
  • Instructor, "Financing Small Business" seminar, Small Business Administration, 1981.
  • Instructor, "Small Business Management" seminar, Louisiana State University Division of Continuing Education, 1980.
  • Consultant, Louisiana Economic Development Center, 1979-80.
  • Numerous consulting activities with financial services companies, including Merrill Lynch, Smith Barney, The Vanguard Group, John Hancock, State Farm.

Special Awards
  • Professor of the Year, Personal Financial Plamaing Association, Texas Tech University, 2006-7.
  • Mellon Foundation Fellowship for Southern United States Scholars, 1984.
  • Fred Moore Award for Teaching Excellence, The University of Texas at Austin, 1977.

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