2016: Ph.D. in Accounting, Desautels Faculty of Management, McGill University, Montreal, QC (in progress)
2013: Certified Management Accountant (CMA) Designation
2010: Chartered Financial Analyst (CFA) Designation
2009: Professional Risk Manager (PRM) Certification
2007: M.Sc. in Finance, John Molson School of Business, Concordia University, Montreal, QC
2004: Bachelor of Business Administration with Distinction, JMSB, Concordia University, Montreal, QC
Jason Moschella is a PhD candidate in Accounting at the Desautels Faculty of Management and is the lead instructor for the CFA Exam Preparation Program at McGill's School of Continuing Studies. He is fully invested in the pursuit of lifelong learning and loves to help his students grow and succeed. Outside of the classroom, Jason is passionate about research and enjoys collaborating with his colleagues to further our understanding of the business world. He is currently conducting research on how to identify profitable insider trades, how risk management in small business happens, and whether or not auditors price their services to include a reputational risk premium for higher-risk clients. Jason is also actively engaged in student life and is the president of the Desautels Doctoral Students' Society.
Before joining McGill's PhD Program in 2016, Jason worked for 10 years in the financial services industry. Most recently, he served as a project manager and compliance supervisor at 3Macs, Canada's oldest brokerage firm. Before that, he worked as a research analyst for BCA Research, the Canadian National Railway (CN) Pension Fund, and FactSet Research Systems. Jason has intimate in-depth knowledge of top-down and quantitative investment research, portfolio management, and compliance.
- MGCR 211 - Introduction to Financial Accounting
- ACCT 351 - Intermediate Financial Accounting I
- MGCR 341/CFIN 512 - Introduction to Corporate Finance
- FINE 342/CFIN 522 - Intermediate Corporate Finance
- CFIN 421/CFIN 528 - Asset and Liability Management
- CFA Level I Exam Preparation Program (lead instructor)
Gregoriou, Greg N. and Moschella, Jason, 2017. “The Efficiency and Productivity of Hedge Fund Families”. Journal of Wealth Management, 20(3), 101-112. Featured in Practical Applications, 6(2), 1-5."
Moschella, Jason, Martens, Martin L., and McGuire, Jean. “Keeping an Eye on the Founders and a Thumb on the Mercenaries: A Study of Corporate Governance in IPO Firms”. Corporate Governance in the 21st Century. Ed. Kellan V. Lowery. Hauppauge, NY: Nova Science Publishers, 2008. 23-66. Print.
Moschella, Jason, Boulianne, Emilio, and Magnan, Michel, 2019. “The Art, Craft, and Science of Risk Management in Small- and Medium-sized Family Businesses”.
Working paper, available on SSRN: papers.ssrn.com/sol3/papers.cfm?abstract_id=3379010
- Awarded research grants from KPMG and the National Bank Initiative in Entrepreneurship and Family Business at JMSB, Concordia University.
- Presented at the 7thAnnual Research Workshop on Management Control in Montreal, QC (March 2018)
- Presented at the inaugural European Institute for Advanced Studies in Management conference on management accounting in SMEs in Assisi, Italy (April 2019)
- Presented at the Canadian Academic Accounting Association conference in Ottawa, ON (June 2019)
Moschella, Jason, 2019. “The Information Content of Insider Trades: Whose Trades Matter and When?”
Working paper, available on SSRN: papers.ssrn.com/sol3/papers.cfm?abstract_id=3077389
- Presented at Research Workshops at HEC Montréal (November 2017) and at McGill University (April 2018)
- Won best student paper and presented at the Administrative Sciences Association of Canada conference in St. Catharines, ON (May 2019)
- Presented at the American Accounting Association’s Doctoral Consortium in Westlake, TX (June 2019)
Moschella, Jason, Martens, Martin, and McGuire, Jean, 2006. “Corporate Governance in IPOs: Watching over Founding Stewards versus Controlling Mercenary Agents”.
- Presented at the 2006 Academy of Management Conference (Atlanta, GA).
- Included in the proceedings of the 2006 Administrative Sciences Association of Canada Conference (Banff, AB).
Arcand, Jean-Philippe, Martens, Martin, and Moschella, Jason, 2004. “Why Replace the Founder? Managing Organizational Legitimacy Before Issuing an Initial Public Offering”.
- Winner of the Best Paper award in Strategy, Administrative Sciences Association of Canada Conference, Quebec City, QC, 2004.
- 2018-2021: SSHRC Doctoral Scholarship
- 2018-2020: Richter Fellowship in Accounting
- 2016-2019: FRQSC Bourse d’Études de Doctorat
- 2016-2019: Byrd Tabac PhD Scholarship in Accounting
- 2016-2017: Walter J. Stenason PhD Fellowship
- 2016-2017: Marcel Desautels Graduate Research Award
- 2006: Outstanding Student Award from Concordia University Alumni Association (2006)
- 2006-2007: FRQSC Master's Scholarship
- 2005-2006: SSHRC Canada Graduate Scholarship
- 2004: Administration Medal, Concordia University
- 2004: Best Paper award in Strategy, Administrative Sciences Association of Canada, with Martin L. Martens and Jean-Philippe Arcand
- 2003: Campaign for the New Millennium Student Contribution Scholarship
- 2002: Stacie Lee Bessner Memorial Scholarship