著書に『瞑想でつかむ投資の成功法』『100歳までの長期投資＊コア・サテライト戦略のすすめ』『長期投資道』『老荘に学ぶリラックス投資』『親子で学ぶマネーレッスン』など多数。
日本証券投資顧問業協会理事、同協会副会長兼自主規制委員会委員長、投資信託協会理事、日本CFA（Chartered Financial Analyst）協会会長（現在、名誉会長）などを歴任。米国カリフォルニア大学バークレー校、ハース・ビジネス・スクール、アジアビジネスセンター・アドバイザー。経済同友会会員。
He writes lots of books, "How to succeed in the investment by meditation", "Long-term investment until 100 years old* Recommendation of core satellite strategy", "Long-term investment road", "Relax investment learned by Lao Zhuang", "Money lesson learning with your son or daughter", and so on.
He holds prominent positions such as Administration officer of securities investment advisory service association in Japan, Vice-president of the association and Chairman of self-imposed regulation committee, Administration officer of investment trust fund association, President of CFA(Chartered Financial Analyst Association) (current President emeritus). He is also an adviser of US California University Barkley branch school, Half business school, Asia business center, and a member of the Association of Corporate Executives.
