Gregory Siegel

Gregory Siegel, CFA, CPA, ABV, serves as the Senior Director of Exam Development at CFA Institute, where responsibilities include the development and management of exam content for Levels II and III of the CFA Program, with a focus on various asset classes and investment topics. Previously, Gregory held positions such as Director of Curriculum Development, overseeing CFA curriculum content and integrating ESG principles into the program. A strong background in credit analysis and investment strategy includes roles at Deutsche Asset Management as Director of Credit Research & Trading and at Credit Suisse as Vice President/Senior Research Analyst. Other experience encompasses positions at UBS Wealth Management, J&W Seligman, Fitch Ratings, Credit Lyonnais, and Ernst & Young, where extensive financial analysis and auditing expertise were developed. Gregory holds a BS in Accounting from Binghamton University and an MBA in Finance from NYU Stern School of Business.