Expert Qualifications

This C-level financial executive has 35+ years of experience in investment banking, capital markets, private equity, and business development. He is an expert in the global alternative investment industry with a BS from Boston University, an MBA from Stern at NYU, and the Level I CAIA certification. He is also a regular speaker on the international alternative investments conference circuit and has contributed to various industry publications. Most recently, the expert served as a Senior Advisor for Prospect Capital Management. He was previously the Managing Director and Global Head of Strategic Business Development at Alphabridge Capital Management and also served as a Senior Vice President with WR Group Holdings. He began his career in various I-banking and private equity positions, including roles with Merrill Lynch and National Westminster Bank.

Bio Snapshot

  • Location: CT
  • BS, Business Administration, Boston University
  • MBA, Stern School of Business, New York University
  • Level I, Chartered Alternative Investment Analyst, University of Massachusetts
  • Member, Institute for International Research
  • Former, Assistant Vice President of the North American Project Finance Department, Union Bank of Switzerland
  • Former, Investment Banking Associate, Merrill Lynch Capital Markets
  • Former, Associate Director of Investment Banking, Canadian Imperial Bank of Commerce
  • Former, Director of Merchant Banking, Pacific Harbor Capital
  • Former, Director of Equity Capital Markets, Burns Fry Inc.
  • Former, President & Managing Partner, Forest Investment Management
  • Former, Managing Director of Institutional Business Development, Alpha Investment Management
  • Former, Executive Vice President & Chief Operating Officer, Para Advisors Inc.
  • Former, Managing Director & Global Head of Strategic Business Development, Geronimo Partners
  • Former, Senior Vice President of New Business Development, WR Group Holdings
  • Former, Managing Director and Global Head of Strategic Business Development, Alphabridge Capital Management LLC
  • Former, Senior Business Development Advisor, Prospect Capital Management
  • Current, Investment Consultant, Independent

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This highly-qualified expert has nearly 30 years of experience in the field of investment banking and leveraged finance, specializing in arranging debt financing primarily for leveraged buyouts, mergers and acquisitions, refinancings, ...

Investment Risk Management Expert

State: MA

This highly qualified expert has over 30 years of experience in the field of risk management and insurance and asset management. He earned his BA in the history of science and his MBA in finance from the University of Chicago Graduate ...

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