Expert Qualifications

This experienced finance professional has background in portfolio and trust management, mutual funds, and hedge funds over a 45-year career. He earned his B.S. from the University of Pennsylvania and his M.B.A. in Finance from Harvard University. He holds several industry credentials; the expert is a Registered Investment Advisor, a Chartered Financial Analyst, and a FINRA Arbitrator. The expert began his career at J.P. Morgan before joining Citibank, where he eventually served as the Chief Investment Officer of the Global Private Bank overseeing a total of $20 billion in assets. In addition, he spent 11 years as the Chief Investment Officer of IBJ Schroder Bank and Trust, supervising 20 investment professionals serving private clients in the U.S. and Asia. The expert now supports attorneys, individuals, banks, investment advisors, broker-dealers, corporations, and the SEC in investment matters.

Bio Snapshot

  • Location: CT
  • B.S., Mechanical Engineering, University of Pennsylvania
  • M.B.A., Finance, Harvard University
  • Chartered Financial Analyst, CFA Institute
  • Registered Investment Advisor
  • Licensed, FINRA (NYSE/NASD) Arbitrator
  • Former, Senior Analyst & Unit Head, J.P. Morgan
  • Former, Director of Investment Research, Citibank
  • Former, Area Manager for Private Client Asset Management, Citibank
  • Former, Chief Investment Officer for the Global Private Bank, Citibank
  • Former, Chief Investment Officer & Group Executive, IBJ Schroder Bank & Trust
  • Former, Portfolio Manager, Neuberger Berman
  • Current, President, Registered Investment Advisor for Private Clients & Litigation Consultancy

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