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Expert Qualifications

This economics Ph.D. has a broad financial background spanning mortgage-backed securities, asset-backed securities, and structured products. After earning his master's and doctorate from the University of Florida, he became a tenured Associate Professor at the University of South Carolina. The expert eventually began a successful career in finance and served in several senior positions, including as global head of MBS research at two major investment banks, CS First Boston and UBS. He also worked in two senior trading roles focused on whole loans and securities, managing portfolios upwards of $90 billion in those positions. More recently, he was the Product Manager for an MBS and ABS valuation and risk analytics consulting firm. The expert recently started his own business as an independent consultant. In this capacity he has served as an expert witness in cases involving FINRA, the SEC, and the U.S. District Court.

Bio Snapshot

  • Location: Raleigh, NC
  • B.A., Economics and International Relations, Bucknell University
  • M.A., Economics, University of Florida
  • Ph.D., Economics, University of Florida
  • Member, Executive Board of the Financial Mathematics Program, North Carolina State University
  • Former, Assistant Director, The National Association of Home Builders
  • Former, Tenured Associate Professor of Economics & Associate Director in the Division of Research, University of South Carolina
  • Former, Associate Director and Co-Head of MBS Research, Bear Stearns and Company
  • Former, Senior Vice President; Donaldson Lufkin and Jenrette
  • Former, Global Director of MBS Research & Strategy, CS First Boston
  • Former, Senior Vice President & Director of Trading, Hartford Investment Mgmt Co.
  • Former, Global Director of MBS Research, UBS
  • Former, Director of Structured Fixed Income Products, HypoVereinsbank
  • Former, Senior Vice President, Amherst Securities Group
  • Former, Senior Vice President, Washington Mutual
  • Former, Portfolio Manager/Trader in Credit Strategies, Portfolio Management and Asset Consulting Firm
  • Former, Director of the Enhanced Solutions Group, MBS and ABS Risk Analytics Consulting Firm
  • Current, Adjunct Professor in the Financial Mathematics Program, University in NC
  • Current, Founder and Principal, Private Residential Whole Loans and RMBS Consulting Business

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