Investment Risk Management Expert Witness | Massachusetts

Investment Risk Management Expert Witness | Massachusetts

Investment Risk Management | E-622265

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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