Expert Qualifications

This highly qualified expert has over 30 years of experience in the field of risk management and insurance and asset management. He earned his BA in the history of science and his MBA in finance from the University of Chicago Graduate School of Business. He is very active in his field as a member of several professional societies including the Professional Risk Managers International Association, the Buy Side Risk Managers Group, the Investment Company Institute, and the Boston Security Analysts Society. In addition, this expert is a Chartered Financial Analyst (CFA) with over 10 publications. He formerly held many roles including portfolio manager of derivates & mortgage-backed securities at Allstate Life Insurance, head of derivative strategy and head of alternative investments at Putnam Investments, and board member of TIAA-CREF Life Insurance Company. This expert is currently a risk manager at a federal reserve bank in Massachusetts.

Bio Snapshot

  • Located: MA
  • BA, History of Science, University of Chicago
  • MBA, Finance, University of Chicago Graduate School of Business
  • Member, Chartered Financial Analyst Program
  • Member, Professional Risk Managers International Association
  • Member, Boston Security Analysts Society
  • Member, Buy Side Risk Managers Group
  • Member, Investment Company Institute
  • Former, Portfolio Manager, Derivates & Mortgage-Backed Securities, Allstate Life Insurance
  • Former, Head, Derivative Strategy, Putnam Investments
  • Former, Head, Derivative Strategy and Alternative Investments, Putnam Investments
  • Former, Head, Business Development and Client Service, Spyglass Capital
  • Former, Senior Managing Director, Enterprise Risk Management, TIAA-CREF
  • Former, Board Member, TIAA-CREF Life Insurance Company
  • Former, Senior Vice President, Global Independent Risk Officer, MFS Investments
  • Current, Risk Manager, a federal reserve bank in MA

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