A securities and hedge fund valuation expert with more than 30 years of industry experience, this professional provides economic damages analysis and valuation assessments in disputes involving hedge funds, private businesses, and investment portfolios. With over 5 years of expert witness practice, engagements have included litigation consultation, damages calculations, preparation of valuation analyses, and testimony in arbitration proceedings involving hedge funds, options trading, fiduciary duty issues, and allegations of financial fraud and misrepresentation.

This expert’s work includes investigation and quantification of asset misappropriation, analysis of margin practices and options-related damages, valuation of hedge funds under damaged and undamaged scenarios, discounted cash flow valuation of private businesses, and evaluation of accounting irregularities, Ponzi scheme exposure, and investment manager conduct. Professional leadership roles have included building and overseeing an investment research and consulting firm, managing a long/short equity hedge fund, sub-advising institutional portfolios, and serving in senior consulting roles within an investment advisory organization providing expert witness and investment consulting services.

Additional governance responsibilities include service with a public retirement system involving manager selection and investment strategy oversight, as well as experience as an adjunct professor of finance teaching advanced portfolio management. The expert holds a Master of Business Administration and a Bachelor of Science in Engineering Physics and has participated in advisory roles related to risk management, hedge fund strategy, and investment oversight.