Jaclyn Beierlein

overview

Dr. Beierlein has a BS degree in Latin American Studies from Georgetown University and a PhD in Finance from the University of Utah. She has lived in Utah, Florida, Pennsylvania and Germany and studied abroad in Peru. Her research and teaching focus on corporate and personal finance. She speaks Spanish and loves to travel with her family.

professional service activities

Reviewed manuscript MF-10-2024-0741 R2 for Managerial Finance Reviewed manuscript MF-10-2024-0741, 'Determining IPO Underpricing: An ML-MCDM Approach" for Managerial Finance, a COB Notable Journal. Review submitted 10/6/25. 2025
Reviewed manuscript # JFCP2025-0035 for Journal of Financial Counseling and Planning. Reviewed manuscript # JFCP20250035 entitled "Examining the Link Between Financial Literacy Types and Financial Well-Being: The Mediating Role of Financial Behavior" for Journal of Financial Counseling and Planning. Review submitted on July 8, 2025. 2024
Reviewed manuscript AJB-12-2023-0221.R3 for American Journal of Business I reviewed AJB-12-2023-0221.R3 entitled "Digital financial literacy and retirement planning with meditating effect of saving behaviour"for American Journal of Business. I submitted the review on May 7, 2025. 2024
Reviewed manuscript MF-10-2024-0741 R1 for Managerial Finance Reviewed manuscript MF-10-2024-0741 R1, 'Determining IPO Underpricing: An ML-MCDM Approach" for Managerial Finance, a COB Notable Journal. Review submitted 5/25/25. 2024
Reviewed manuscript MF-10-2024-0741 for Managerial Finance Reviewed manuscript MF-10-2024-0741, 'Determining IPO Underpricing: A Machine Learning Approach with Integrated Variable Importance and SHAP Analysis" for Managerial Finance, a COB Notable Journal. Review submitted 10/21/24. 2024
Reviewed manuscript AJB-12-2023-0221 for American Journal of Business I reviewed AJB-12-2023-0221 for American Journal of Business. I submitted the review on June 30, 2024. 2023
Reviewed manuscript MF-10-2023-0606.R1 for Managerial Finance Reviewed manuscript MF-10-2023-0606.R1, a major revision of "Limited Partners' Contribution to Venture Capital Fund Returns: Newbies Versus Experienced," for Managerial Finance, a COB Notable Journal. Review submitted 2/21/24. 2023
Reviewed manuscript MF-10-2023-0606 for Managerial Finance Reviewed manuscript MF-10-2023-0606, "Limited Partners' Contribution to Venture Capital Fund Returns: Newbies Versus Experienced," for Managerial Finance, a COB Notable Journal. Review submitted 11/15/23. 2023
Reviewed manuscript # JFCP20220090.R1 for Journal of Financial Counseling and Planning. Reviewed manuscript # JFCP20220090.R1 entitled "Motivating Financially Literate Behavior withConditioned Valence" for Journal of Financial Counseling and Planning. Review submitted on 3/31/23. 2022
Reviewed manuscript MF-02-2023-0070 for Managerial Finance Reviewed manuscript MF-02-2023-0070, "Stabilizing or Destabilizing: the effect of institutional investors on stock return volatility in an emerging market," for Managerial Finance, a COB Notable Journal. Review submitted 3/20/23. 2022
Reviewed manuscript # JFCP20220090 for Journal of Financial Counseling and Planning. Reviewed manuscript # JFCP20220090 entitled "Motivating Financially Literate Behavior withConditioned Valence" for Journal of Financial Counseling and Planning. Review submitted on 1/6/23. 2022
Reviewed manuscript MF-05-2022-0224 for Managerial Finance Reviewed manuscript MF-05-2022-0224 for Managerial Finance, a COB Notable Journal. Review submitted 6/15/22 2021
Reviewed manuscript RBF-01-2022-0008 for Review of Behavioral Finance I reviewedRBF-01-2022-0008, Empirical evidence of attribute framing: the case ofunsophisticated IPO investors, for Review of Behavioral Finance. 2021
Reviewed Manuscript MF-09-2021-0436 for Managerial Finance I reviewed Manuscript MF-09-2021-0436,Does Research done by the Institutional Investors Affectthe Stock Price Synchronicity?, for Managerial Finance, a target journal of the COB. 2021
Discussant at the Personal Finance Symposium - Presented by UAB Regions Institute for Financial Education I was the discussant for the paper presentation, Exploring the need for personal financial education courses in times of Covid-19, byCecilia Brooks at the Personal Finance Symposium - Presented by UABRegions Institute for Financial Education onApril 23, 2021. 2020
Reviewed Manuscript MF-04-2021-0436 for Managerial Finance I reviewed Manuscript MF-04-2021-0158 for Managerial Finance, a target journal of the COB. 2020
Reviewer for 2021 Personal Finance Symposium I reviewed the paper Do Mutual Funds Exploit Information on Local Companies for inclusion in the 2021 Personal Finance Symposium to be held virtually at University of Alabama at Birmingham. 2020
Executive Committee of the Parent Service Association: Treasurer As Treasurer for the Parent Service Association of the Oakwood School, I prepared monthly reports on the PSA's budget and balance, reconciled our accounts with the school's accounts, prepared reimbursement forms, and presented reports at monthly Executive Committee meetings. 2019 - 2020
Reviewer for Managerial Finance I reviewed Manuscript ID MF-05-2018-0238 for Managerial Finance. ; I was asked to review the manuscript based on my expertise in IPOs and venture capital. ; ; 2019
Long Term Debt Task Force for the Oakwood School The task force was formed to consider whether the Oakwood School should refinance their long-term debt and to evaluate and choose a proposal from submitting lenders. The committee met several times during the spring and summer of 2020. A refinancing plan was finalized in the summer of 2020. 2019
Reviewer for the Financial Services Review Reviewed ;FSR201750 2017

education and training

Ph.D. in Finance, University of Utah, David Eccles School of Business

awards and honors

Best Paper Award, conferred by Financial Services Review, 2023
Outstanding Reviewer, conferred by Emerald Publishing Limited, 2022
Outstanding Reviewer Award, conferred by UAB Regions Institute for Financial Education, 2021
Pirate Duck Award, conferred by COB, 2021
Crystal Duck Award, conferred by COB, 2018

preferred title

Associate Professor of Finance

VIVO

Positions

Jaclyn Beierlein

Overview

overview

Publications

selected publications

article

presentations

presentation

Research

principal investigator on

Service

professional service activities

Background

education and training

awards and honors

Contact

preferred title

located in facility