Asset Management Expert Witness | Illinois

Asset Management Expert Witness | Illinois

Asset Management | E-462277

Expert Qualifications

This expert has over 30 years of experience in asset management. He earned his BS in industrial and operations engineering from the University of Michigan before earning his MBA from Harvard University. He is licensed by the National Futures Association in national commodity futures and is a member of the National Futures Association Hearing Committee. Throughout his career, he has held multiple distinguished leadership roles. He was the vice president of investment banking for Donaldson, Lufkin, and Jenrette, and the vice president of Commercial Union Capital Corporation. While working for ABN AMRO Bank N.V., he rose from the head of financial engineering to the role of president and CEO of ABN AMRO. He was a founder and managing partner of Mumford Capital Partners, an equity partner of 2100 Xenon Group, and a partner of Emerging Edge Group. Currently, this expert serves as the chief financial officer, chief compliance officer, and secretary to the board of a registered investment advisor based in Illinois.

Bio Snapshot

Location: IL

BS, Industrial & Operations Engineering, University of Michigan

MBA, Harvard University

Licensed, National Commodity Futures, National Futures Association

Member, National Futures Association Hearing Committee

Former, Vice President, Investment Banking, Donaldson Lufkin and Jenrette

Former, Vice President, Commercial Union Capital Corporation

Former, Managing Director, Bank of America/Continental Bank

Former, President & CEO, ABN AMRO Inc.

Former, Founder & Managing Partner, Mumford Capital Partners

Former, Equity Partner, 2100 Xenon Group

Former, Global Head, Marketing & Client Services, 2001 Xenon Group

Former, Partner, Emerging Edge Group

Current, Secretary to the Board, a registered investment advisor in IL

Current, Chief Financial Officer, a registered investment advisor in IL

Current, Chief Compliance Officer, a registered investment advisor in IL

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