Ph.D., 2010, The University of Alabama
M.B.A., 2004, Mississippi State University
B.S., 2003, Birmingham-Southern College
Socially Responsible Investing
Corporate Social Responsibility
Mergers and Acquisitions
Personal Financial Planning
Investment Committee for non-profit Community Foundation of Greater Chattanooga 2017
Board of Directors for non-profit Mario Foundation 2017
Named UTC Entrepreneurial Learning Faculty Fellow 2016
Named UC Foundation Assistant Professor of Finance 2016
Financial Management Association (FMA) 2009-Present
Southern Finance Association (SFA) 2009-Present
UTC SGA Outstanding Professor Award 2016
Best Paper in Track at SMA Conference 2016
Secured $250,000 AUM from the UC Foundation to create the UTC Student Managed Investment Learning Experience (SMILE) Fund Program
Faculty Director for UTC SMILE Fund Program 2015-Present
Faculty Adviser for UTC SFA Investment Research Challenge Team 2015-Present
2017: "Behavioral Finance: A Panel Discussion," Journal of Behavioral and Experimental Finance, (Forthcoming), H. Evensky, S. Fan, G. Filbeck, H. Holzhauer, V. Ricciardi, and A. Spieler
2017: “Sector Momentum in the Security Market,” Journal of Investing, Volume 26, No. 2, pp 48-60, R. Brooks, H. Holzhauer, X. Lu, and J. Wang.
2017: “Dividend Yield Strategies: A New Breed of Dogs,” Journal of Investing, Volume 26, No. 2, pp 26-47, G. Filbeck, H. Holzhauer, and X. Zhao.
2016: “RiskTRACK: The Five Factor Model for Measuring Risk Tolerance,” Journal of Risk Finance, Volume 17, No. 4, pp 428-445, H. Holzhauer, X. Lu, R. McLeod, and J. Wang.
2014: “Using Socially Responsible Ratings to Outperform the Market: Evidence from Long-Only and Active-Extension Investment Strategies,” Journal of Investing, Vol. 23, No. 1, pp 79-96, G. Filbeck, H. Holzhauer, and X. Zhao.
2014: “Growth/Value, Market Cap, and Momentum,” Journal of Investing, Vol. 23, No. 1, pp 33-42, H. Holzhauer, X. Lu, and J. Wang.
2017: “Finance or Philanthropy? Understanding the Motivations and Criteria of Impact Investors,” Social Responsibility Journal, (Forthcoming), Y. Dai, H. Holzhauer, and P. Roundy.
2016: “Private Equity: A Panel Discussion,” Journal of Applied Finance, Volume 25, No. 2, pp 95-107, P. Ahmed, K. Baker, G. Filbeck, H. Holzhauer, D. Preece, K. Small.
2016: “Online Search Frequency, Information Asymmetry, and Market Liquidity,” Journal of Index Investing, Volume 6, No. 4, pp 71-81, H. Holzhauer, X. Lu, and J. Wang.
2015: “Risk Management: A Panel Discussion,” Journal of Applied Finance, Volume 25, No. 1, pp 46-57, K. Baker, G. Filbeck, H. Holzhauer, S. Saadi, and C. Tiu.
2014: “Attention: A Better Way to Measure SEO Marketing Impact,” Journal of Trading, Vol. 9, pp 64-75, H. Holzhauer, X. Lu, and J. Wang.
2013: “Bad News Bears: Effects of Expected Market Volatility on Daily Tracking Error of Leveraged Bull and Bear ETFs,” Managerial Finance, Vol. 39, No. 12, pp 1169-1187, H. Holzhauer, X. Lu, R. McLeod, and J. Mehran.
2013: “How Long Is Too Long? Volatility-Based Holding Strategies for Leveraged Bull and Bear ETFs,” The Journal of Finance Issues, Vol. 12, No. 1, pp 53-71. H. Holzhauer, X. Lu, R. McLeod, J. Mehran.