Expert Profile |
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This asset management expert serves as an independent consultant specializing in litigation support, investment process and valuation issues. He has over 30 years of experience in asset management. He has served as a partner of a New York City asset management firm. He has also served as a chief investment officer where he managed a large bond investment team with a client base consisting of several NYSE-listed mutual funds amongst others. He has a BA in Economics, an MBA in Finance, and is a member of the New York Society of Security Analysts (NYSSA). He has also provided expert reviews and opinions in numerous litigation cases.
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Expert Witness Experience
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He has provided expert reviews and opinions in numerous litigation cases.
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Industry Experience
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- Serves as an independent consultant specializing in litigation support, investment process and valuation issues
- Over 30 years of experience in asset management
- Served as partner of a New York City asset management firm
- Served as a chief investment officer where he managed a large bond investment team with a client base consisting of several NYSE-listed mutual funds amongst others
- Member, NYSSA
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Educational Background
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- MBA, Finance
- BA, Economics
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