Expert Qualifications

This seasoned expert witness has 29 years of financial exxperience. He has a broad and deep background in various dimensions of financial services and investment management. He has worked as a senior investment analyst and portfolio manager at Arden Asset Management and Guggenheim Partners, a senior risk officer at Bear Stearns, a convertible arbitrage salesman at Murphy & Durieu, and a credit analyst and loan officer at Manufacturers Hanover. His litigation consulting firm helps plaintiffs or defendants succeed in arbitration or court, with services including case evaluation, discovery recommendations, portfolio risk reports, damage calculations, expert reports, and expert testimony. He has represented both plaintiffs and defendants and has worked on both onshore and offshore litigations.

Bio Snapshot

  • Location: New York
  • MBA, University of Chicago Booth Graduate School of Business
  • Former, Managing Director at Bear Stearns & Company
  • Former, Senior Vice President at Guggenheim Partners
  • Former, Managing Director at Arden Asset Management
  • Present, Consultant at Hedge Fund Advisory
  • Has held the following securities licenses:
  • Series 7 - General Securities Representative
  • Series 55 - Equity Trader Representative
  • Series 63 - New York Uniform Agent

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Certified Financial Planner Expert

State: GA

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