Investment Valuation Expert

This investment valuation expert is a consultant to investment banks, government agencies, and attorneys on investment valuation, including securities, derivatives, collateralized mortgage obligations, and sub-prime lending. He specializes in portfolio management, stock and bond valuation, and asset leasing. He chaired the investment committee of a bank for over 10 years. He has a Ph.D. in Finance and is a Professor of Management in Finance. This expert has given testimony in deposition more than 20 times and at trial five times.

Testified in deposition more than 20 times and at trial five times on investment valuation issues

• Consultant on investment valuation
• Experienced in derivatives, the prices of stocks and bonds, and bank investment and lending practices
• Served on the Boards of Directors of multiple banks and finance associations
• Published over 80 articles on portfolio management, collateralized mortgage obligations (CMOs), sub-prime lending, derivative securities, and asset leasing

• Ph.D., Finance
• M.B.A.
• B.A., Economics

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