After over 35 years building and managing my own independent firm, Kauffman Wealth Management Inc., returning to UCSB as an alumni to share my practical experience with students is thrilling. Both the UCSB Economics and Religious Studies Departments have given me wide latitude to create courses that combine theory with real world application, with the goal of providing students valuable insights into various aspects of the financial investment world.  Courses include:

2021-22 Academic Year

Fall
  • Ethical Investing (RS 190EI)
  • Wall St. Ethics (RS 190WE)
  • Financial Crisis (Econ x499.11)
Winter
  • ETF’s & Portfolio Construction (Econ x499.10)
Spring
  • Have Ethics Gone Awry (RS 190GA)
  • Wall St. Ethics (RS 190WE)
  • Impact Investing (Econ x499.12)