Jonathan F. Handy

Professional Summary

Jonathan Handy, PhD, CFP®, is currently a clinical associate professor of Finance at the Baylor University Hankamer School of Business. He is also the acting Finance undergraduate program director. Handy holds a PhD in Finance from the University of Alabama and has a Bachelor of Arts, with honors, in Economics from the University of Chicago. 

Handy currently teaches a variety of introductory Finance classes for the department. All of these courses have the following in common: Handy stresses the importance of sound, ethical, financial decision making and the need to understand finance at both a theoretical and mathematical level, and a practical and intuitive level. Students leave Handy’s courses as better workers and better thinkers. He believes hard work is a muscle which he has his students exercise.

Handy approaches his position as the Finance undergraduate program director with a heart of service. If you have any questions related to the Department of Finance, its curriculum or anything that may be related to Finance undergraduates, please contact him.

Education

• 2014 – PhD, Finance, University of Alabama Culverhouse School of Business, Tuscaloosa, Alabama
• 2009 – BA, Economics (With Honors), University of Chicago, Chicago, Illinois

Courses

• BUS3302 – Personal Finance
• FIN3303 – Foundations of Finance
• FIN3309 – Introduction to Corporate Finance
• FIN3310 – Intro to Corporate Finance

Research Interests

• Pedagogical Improvement
• Financial Literacy and Wellness
• General Investments, particularly as it relates to Practitioners and Wealth Management
• Corporate and Behavioral Finance

Selected Publications

• Handy, J. & Macey, R. (2024). Not Your Father's Mean-Variance Optimization. The Journal of Wealth Management.
• Handy, J., Pontari, B. Smythe, T., & Summers, S. (2021). Improving Collegiate Financial Literacy Via Financial Education Seminars. Financial Services Review, 29(4), 315-341.
• Handy, J., Hennessey, J., & Smythe, T. (2020). Class Matters: Analyzing Mutual Fund Class Structure and Expenses. The Journal of Wealth Management, 23(3), 85-97.
• Handy, J., Ricketts, J., & Smythe, T. (2020). Analyzing the Evidence: Are Multiclass Mutual Funds the Right Choice?. The Journal of Index Investing, 10(4), 49-58.
• Handy, J. F., & Smythe, T. I. (2018). Are Multiple Share Class Investors Disadvantaged? Evidence from Morningstar Stewardship Grades. Evidence from Morningstar Stewardship Grades. (September 14, 2018).