With more than 25 years of experience in public sector finance, this expert witness focuses on municipal securities, government fiscal administration, and public policy analysis, with work grounded in quantitative analysis, credit assessment, and debt issuance practices. Their background includes municipal credit analysis, underwriting, portfolio surveillance, and market research, as well as evaluation of financial risks and fiscal conditions affecting state and local government entities. They have also provided advisory services related to municipal bond markets, including matters involving financial distress and infrastructure finance.

Their work includes evaluation of creditworthiness and the application of econometric models to assess risk and pricing. This involves development and use of econometric models, along with ongoing surveillance of municipal securities portfolios. They also assess financial practices and decision-making processes relevant to municipal entities and financing programs.

Their professional experience includes senior leadership roles across financial institutions and government agencies. They currently serve as Founder and Principal of a public sector consulting practice, where they provide advisory services and evaluate municipal securities portfolios. Prior roles include Director of municipal research and private wealth advisory at a global financial services firm, as well as Managing Director and Chief Credit Officer within a municipal bond insurance organization, where they oversaw underwriting, credit review, and risk management of large municipal bond portfolios. Their experience also includes serving as Chief Financial Officer of a major municipal housing agency and as a senior analyst addressing local government fiscal distress, along with participation on an airport authority advisory board and a public finance credit committee.

They hold a Ph.D. in Public Administration with a concentration in Finance and Public Policy Analysis, along with a Master of Public Administration and a Bachelor of Science in Political Science. Their professional credentials include registration as a Municipal Advisor with the Municipal Securities Rulemaking Board (MSRB) and the Securities and Exchange Commission (SEC), as well as prior securities industry registrations. Their professional affiliations include membership in organizations such as the National Federation of Municipal Analysts, Government Finance Officers Association, National Association of State Budget Officers, and the American Society of Public Administration.