Expert Qualifications

This expert is a senior-level investment manager with extensive experience in long/short equity investing. He is an expert in hedge fund strategies, securities selection, portfolio management and other investment-related issues. He has provided consulting, investment research and expert witness services to investment funds and law firms since 2004. He earned his masters in business administration from Harvard Business School and is currently a Senior Investment Consultant at a private financial investment consultancy.

Bio Snapshot

  • Location: CA
  • BS, Engineering Physics, Bemidji State University
  • MBA, Harvard Business School
  • Board member, Federated Retirement System for the City of San Jose
  • Member, Global Association of Risk Professionals
  • Member, Gerson Lehrman Group Councils
  • Advisory Board Member, Commonfund Hedge FundDirect Strategies
  • Adjunct Professor of Finance, Golden Gate University
  • Former, Equity Analyst, Feshbach Brothers
  • Former, Long/Short Equity Analyst, Odyssey Partners
  • Former, Long/Short Equity Analyst and Portfolio Manager, Harvard Management Company
  • Former, Long/Short Equity Analyst and Portfolio Manager, Investment Strategy & Analysis
  • Former, Director of Research, Equity, McCullough & Associates
  • Current, Senior Investment Consultant, a private financial and investment consultancy

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Fiduciary Duty & Retirement Plans Expert

E-550785
State: NY
    Specialties:

This highly-qualified expert has extensive experience in the finance industry, with his work focusing on ERISA, fiduciary duty, FINRA and suitability, retirement plans, financial technology, and wealth management. He earned his BS in ...

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