Expert Qualifications

This expert specializes in structured finance, derivatives, securities and finance matters. His experience includes cash, synthetic and hybrid collateralized debt obligations (CDOs), asset-backed securities (ABS) of various types, structured investment vehicles (SIVs), collateralized loan obligations (CLOs), mortgage-backed securities (MBS), credit default swaps (CDS), interest rate swaps, credit-linked notes (CLNs), repurchase ("repo") agreements and securities fraud. As a transactional attorney he has been an Associate, Special Counsel or Partner at several of the leading transactional law firms in the United States, including Shearman & Sterling; Mayer, Brown & Platt; and Cadwalader, Wickersham & Taft. As an expert witness and/or consultant, he has worked with many of the leading litigation firms, and leading litigation departments of full-service firms, in the country, including Berger Montague; Chapman and Cutler; Kirby McInerney; Labaton Sucharow; Patterson Belknap; Robbins Geller; Scott + Scott; and Williams & Connolly.

Bio Snapshot

  • Location: New York
  • BA, University of Michigan (Phi Beta Kappa)
  • JD, University of Michigan (Michigan Law Review)
  • 25+ Publications
  • 35+ Testifying and consulting expert assignments
  • Former, Associate, Sherman & Sterling
  • Former, VP and Assistant General Counsel, Thomson Mckinnon Securities Inc.
  • Former, VP/Director, J.D. Mattus Company
  • Former, VP and Assistant General Counsel, Chemical Bank
  • Former, Partner, Williams & Harris LLP
  • Former, Counsel, Brown & Wood LLP
  • Former, Counsel, Mayer, Brown & Platt
  • Former, Special Counsel, Schulte Roth & Zebl LLP
  • Former, Partner, Duane Morris LLP
  • Former Salaried Partner, Cadwalader, Wickersham & Taft
  • Former, Of Counsel, Salon Marrow Dyckman Newman & Broudy
  • Current, Structured Finance, Securities and Derivatives Testifying and Consulting Expert
  • Current, Active Attorney

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Expert Tags

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

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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