QInsight Group

Who We Are

The QInsight Group provides investment advice, research and consulting services to institutions, investment professionals and individuals

Dr. David Nawrocki

Since 1990, I have been a Professor of Finance at Villanova University in Villanova, Pennsylvania. I have also taught at San Diego State University, Drexel University and Penn State University. I have published numerous articles in the areas of financial market theory, portfolio theory and management, and downside risk measures. My articles have appeared in the Journal of Financial and Quantitative Analysis, Financial Review, International Review of Financial Analysis, Applied Economics, Journal of Business Finance and Accounting, Journal of Financial Planning, Journal of Financial Education, Journal of Business Research, Wall Street Review of Books and other international journals. My most recent article, "A Brief History of Downside Risk Measures", appeared in the Fall 1999 issue of the Journal of Investing. I currently serve on the editorial advisory boards at the Journal of Financial Planning and the International Review of Financial Analysis.

In 1982 I co-founded Computer Handholders, Inc., a microcomputer software and consulting firm. I developed one of the first portfolio optimization/asset allocation software packages available on a personal computer. Since then, the Portfolio Management Software Package by Computer Handholders, Inc. has been marketed to over 400 universities, institutional and professional investors, and financial planners in 25 countries. Our consulting client list includes major corporations, banks, pension groups, portfolio managers, and investment research groups.

In addition, we have developed software for backtesting investment strategies and spending policies, for analyzing cash flows, and for expert systems. My software formed the basis for the Aexpert Optimizer which was the first interactive mutual fund portfolio optimizer on the internet.

I hold a Ph.D. in Finance (1976), M.B.A. in Finance (1972) and a B.S. in Finance (1970), all from The Pennsylvania State University.

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William Carter

Prior to co-founding The QInsight Group I was a portfolio manager with the Prudential Securities Portfolio Management Program in San Diego, California for seven years, where I managed equity and fixed-income securities for client's accounts. Clients included individuals, corporate pension and profit-sharing plans, and municipal entities such as school districts. I designed and implemented a quantitative investment selection and monitoring program for each of my clients. Prior to joining Prudential Securities I worked for Smith Barney, Harris Upham where I developed a proprietary fixed-income portfolio management system that I used in conjunction with Smith Barney's municipal investment banking group in California to manage municipal fixed-income accounts.

Prior to working in investment management with Prudential Securities and Smith Barney, I was Director of Finance with IVAC Corporation in San Diego and VP of Finance for Intermedics, Inc. in Houston, Texas, both medical product companies. From 1972 to 1978 I worked as a CPA in public accounting and as a management consultant. I have degrees in both Mechanical Engineering and Accounting from the University of Texas, an MS in Finance degree from San Diego State University and I have been a licensed Certified Public Accountant since 1975.

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