Swarn Chatterjee, Ph.D., MBA

Investment Planning Specialist

Swarn Chatterjee, Ph.D., MBA

Swarn holds a Certificate in Nonprofit Financial Management from Harvard University, an MBA in finance, and Ph.D. with a specialization in Personal Financial Planning from Texas Tech University. Swarn received his Bachelor of Science degree in Electronic Engineering from India.

Swarn’s passions revolve around investment planning and developing investment strategies for individuals/families and nonprofit corporations to maximize the probability of reaching their goals. As a professor of financial planning, Swarn also teaches the investment planning and portfolio management courses at The University of Georgia. He also has extensive corporate sector experience having previously worked at Coca-Cola and Olympus Corporation.

Swarn’s publication record includes over 50 articles in top scholarly journals in the financial planning field, such as Financial Services Review, Journal of Financial Counseling and Planning, Journal of Real Estate Research, Journal of Financial Service Professionals, Journal of Economics and Finance, and Journal of Personal Finance.

He has also presented his research at several prominent international and national conferences sponsored by the Academy of Financial Services, American Real Estate and Urban Economics Association, and Financial Management Association.

Education & Credentials
Texas Tech University
Doctor of Philosophy - Personal Financial Planning
Harvard University
Certificate - Nonprofit Financial Management
NAPFA Associate
Service, Associations, & Accolades
Early Career Faculty Research Award, UGA College of FACS
Mid-Career Fellow Award, American Council on Consumer Interests
Associate Editor, Journal of Financial Counseling and Planning
Board Member, Academy of Financial Services
(706) 548-1025