Expert Qualifications

This highly qualified finance expert has almost 15 years of experience in his field. He specializes in equity and algorithmic trading, options, special situations, index rebalances, market on close-order aggregation and mechanisms, dark pools, blind risk, and customer ETF baskets futures. He earned a BS in business management with concentrations in finance and economics from Babson College. This expert is a certified chartered market technician. Formerly, this expert was a trader for the equity risk program at Lehman Brothers. He went on to become the director of the equity risk division at Barclays Capital. After this, he joined BlueCrest Capital Management as a portfolio manager before becoming the director of equity risk at Morgan Stanley. Currently, this expert is a self-employed financial consultant in New York.

Bio Snapshot

  • Location: NY
  • BS, Business Management, Babson College
  • Certified, Chartered Market Technician
  • Former, Trader, Equity Risk Program, Lehman Brothers
  • Former, Director, Equity Risk Program, Barclays Capital
  • Former, Portfolio Manager, BlueCrest Capital Management
  • Former, Director, Equity Risk Program Trader, Morgan Stanley
  • Current, Consultant, Finance, self-employed in NY

Contact this expert witness

Expert Tags

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, ...

This expert has over 10 years of experience in risk management and regulatory compliance in the financial services industry, with a focus on identifying compliance issues and implementing solutions to mitigate risk. In his work with ...

Certified Financial Planner Expert

Certified Financial Planner Expert

State: GA

This highly qualified expert has over 20 years of experience in financial planning and advising. He received his BS from Virginia Tech. Currently, this expert is a certified financial planner and an accredited investment fiduciary. ...

New Search