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Wealth Management, Financial Planning, Risk Analysis, and Tax Sensitive Investment
In the financial services industry since 2003 specializing in Wealth Management, Financial Planning, Risk Analysis, and Tax Sensitive Investment.
Asset Management, Private Banking, Wealth Management, Corporate and Investment Banking, FinTech, Innovation and Corporate Venture/VC
Expert has over 25 years' experience as an industry practitioner and management consultant. He has been Head of Strategy and CFO at a top-tier global financial services firm and has held senior roles in global consulting firms. His expertise includes…
Real Estate: Investment, Development, Management, and Condo Conversion
MULTI-FAMILY RESIDENTIAL PROPERTIES • Directed the acquisitions or development and thereafter supervised daily management operations, for more than eighteen thousand (18,000) Company owned luxury and market rate apartments in fifty-five (55) multi-family residential properties located in fourteen (14) states for…
Alternative Investments, Portfolio Construction, Asset Management, Financial Advisory Services, Hedge Funds, Private Equity Funds, and Venture Capital
Expert is an experience expert witness with specialized knowledge in hedge funds, private equity, alternative investment products, and financial services. He has acted as an expert witness, testified, been deposed, and written opinions and reports for multiple litigation cases, 100%…
Improving the Value of Technology Investments, Management of IT and Application in Business
Expert. Expert has a successful track record helping clients to develop and improve the management and application of technology within their businesses; bridging the Business/Technology divide by deploying eclectic, hybridised commercial & technology skills and experience. Expert is fully capable…
Investment, Portfolio Management, Structured Products, Securities and Stocks
Expert managed investments on behalf ot pension funds, charities, insurance companies and high net worth individuals for thirty-five years. He was first invited to provide expert evidence in 1974, since when he has acted as an expert witness in more…
International Investments, China Investments, Technology Business Management, Expert Witness
Expert manages international investments to develop maximum financial gain and to manage risk. The Expert has assembled extensive resources over many years from China, Hong Kong, Singapore, and other countries. Broad research and evaluation by Expert includes international trends, forecasts,…
Financial Analysis, Financial Management, Investments and Modeling; Agribusiness
His experience in finance includes work as a CFO, Director of Financial Planning and Analysis, debt financing, equity financing, financial modeling, and strategic financial planning. Finance is the keystone to successful corporate strategic planning just as cash is the life…
Investment Research, Portfolio Management, CFA, Equity Securities, and Corporate and International Finance
• Tenured Employer Expert; • Ph.D. in finance; • CFA, CIPM, and CAIA designations; • FINRA Arbitrator; • Over 40 publications focused on applications in finance; • Author of three curriculum reading for the CFA Institute; • Author of monograph…
Hedge Funds, Investments, Options, Securities Valuation, and Asset Management
Expert has spent 15 years performing competitive analysis in order to evaluate the merits of public company as investments. This included competitive analysis and gathering competitive intelligence from competitors, suppliers, customers and industry experts. He also benchmarked competitors as part…