Expert Qualifications

This expert currently serves as Owner and Founder of a hedge fund advisory firm that provides various services including due diligence evaluation, accounting, and compliance consulting. He previously worked in various positions as an accountant, a capital markets consultant, CFO, and Managing Director for a hedge fund consulting group. He is both a Certified Public Accountant and a Chartered Financial Analyst with a degree in Accounting from Hofstra University.

Bio Snapshot

  • Location: New York
  • B.B.A., Accounting, Hofstra University
  • Certified Public Accountant
  • Chartered Financial Analyst
  • Former, Senior Accountant, Trager Glass & Company
  • Former, Senior Consultant for Capital Markets Group, Ernst & Young, LLP
  • Former, Executive Vice President and Chief Financial Officer, Easton Mortgage Banking Corporation
  • Former, Managing Director for Hedge Fund Practices Group, Culpeper Consulting Group, Inc.
  • Present, Owner and Founder, hedge fund advisory firm

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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

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. ...

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