Who We Are

This website is produced and maintained by the Iowa Center for Wealth Management, which is part of the Department of Finance in the Henry B. Tippie College of Business at the University of Iowa. We established the Center in 2008.  Prof. John Spitzer and Prof. Todd Houge, CFA serve as the co-directors of the Center. Both Prof. Spitzer and Prof. Houge are faculty members in the Department of Finance and teach classes in wealth management (see biographies below) at the undergraduate and MBA level.

Access to the Center’s website is available to everyone, without charge. Most of the principles and guidance are applicable to all residents of the United States. In areas where there are state-specific characteristics, such as 529 plans and the state tax treatment of municipal bonds, we provide more detailed information for the characteristics in the state of Iowa.

John Spitzer

John H. Spitzer, Ph.D., is a clinical professor of finance in the Henry B. Tippie College of Business at The University of Iowa. John received his B.S. in Mathematics from Stanford University, his M.S. in Computer Science from the University of Iowa, and his Ph.D. degree in Economics from Duke University.

Prior to joining the University of Iowa in 1995, John was a Senior Economist at the Federal Reserve Board, a Vice President at Salomon Brothers Inc, a Vice President at Fannie Mae, and a Managing Director for Mortgage Finance at the Federal Home Loan Bank of San Francisco.

John teaches Wealth Management, Managerial Finance, Commercial and Investment Banking, and Finance for Entrepreneurs. John is a native of Iowa City.

Todd Houge

Todd Houge, Ph.D., CFA, is a lecturer in finance and the Curt and Carol Lane Faculty Fellow in the Henry B. Tippie College of Business at The University of Iowa. Todd joined the finance department in 1998. He teaches wealth management, applied equity valuation and applied portfolio management courses to undergraduate and MBA students. He also supervises the department’s award-winning Henry Fund and Krause Fund programs, which provide a real-world opportunity for students to manage an endowed equity portfolio.  During the nearly 13 years that he has guided these programs, the Henry Fund has outperformed the benchmark S&P 500 index by an average of 2.50% per year.

Todd received his Ph.D. in Business Administration (finance) and his MBA (corporate finance and investments) from the University of Iowa.  He received his Bachelor of Arts degree from Wartburg College in Waverly, IA.  Todd also holds the Chartered Financial Analyst (CFA) designation from the CFA Institute.