Expert Qualifications

This highly qualified expert has extensive experience in finance having worked with asset managers, investment banks, and hedge funds. He holds a BS and MA in economics from Clemson University and a PhD in finance from the University of Tennessee. He is an active member of numerous professional societies including the Financial Management Association and the American Finance Association. In addition, he is a frequently invited lecturer in the finance space and is the author of numerous refereed publications. He has formerly served as a quantitative analyst at CNH Partners and as a municipal bond analyst at Wachovia Securities. He is currently the principal owner of a boutique consultancy firm specializing in data analytics, quantitative investment consulting, and predictive forecasting using data. He is also an assistant professor of finance at a university in the Northeast. His professional and research interests include analyzing business disputes, economic loss, forensic economics, and unfair business practices.

Bio Snapshot

  • Location: CT
  • BS, Industrial Engineering, Clemson University
  • MA, Economics, Clemson University
  • PhD, Finance, University of Tennessee
  • Member, Eastern Finance Association
  • Member, Financial Management Association
  • Member, American Finance Association
  • Member, Academy of Economics and Finance
  • Member, American Society of Business and Behavioral Sciences
  • Former, Quantitative Analyst, CNH Partners
  • Former, Municipal Bond Analyst, Wachovia Securities
  • Current, Managing Partner, a quantitative investment consulting firm
  • Current, Assistant Professor, Finance, a university in CT

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