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Lending (Commercial and Residential), Banking, Finance, Economics, and Securities
Expert has been a Banking Executive for over 20 years, with a clientele list that includes some of the largest financial institutions in the world. Over the last two decades, he has worked in a variety of roles with a…
Banking Industry Standards; Business, IP & Patent Valuation; Economic Damages; Real Estate
He has forty years' experience in corporate finance and management consulting to businesses of all sizes and types. As a successful manager, he has had many opportunities to re-engineer business units under his management. He has extensive experience in business…
Economic and Financial Analysis, Business Valuation, Economic Damages
Ph.D. and M.B.A. in finance University of Chicago Graduate School of Business. Developed Doctoral research advanced the work of three economics Nobel Laureates. Taught corporate finance in leading graduate business schools. Manager of economic analysis for the largest Federal Contract…
Economics and Finance: Damage & Loss Analysis, Econometrics, Churning, Antitrust, AAA, NYSE, NASDAQ
He has conducted basic as well as applied research in areas of antitrust including horizontal price fixing, mergers and damages. In the area of unlawful price fixing, pursuant to Section 1 of the Sherman Act, he has carried out an…
Stocks, Bonds, Mutual Funds, Derivatives, Futures, SEC Violations
Expertise covers virtually all areas related to compliance, investment in stocks, private placements, options, fixed income, mutual funds, insurance products, futures, etc. He has been both a manager and an investment consultant with over forty-five years of experience in the…
Securities; Finance; Derivatives; Hedge Funds; Foreign Exchange; Investment Suitability; Banking
Twenty years experience as an expert witness in cases involving hedge funds, securities, investments, derivatives, currencies, mortgage backed securities, trading, securities fraud and Ponzi schemes. Testified in NASD arbitration, US District Court (Criminal), New York Supreme Court (Civil), IRS Court,…
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…