Expert 166169 - NJ NY

Expertise Description

I have over 20 years experience in the investment management industry. My expertise includes hedge funds, due diligence (investment), private equity, and traditional asset managers including retail mutual funds, global and institutional money managers, and other buy side firms. I have experience managing a boutique investment management-consulting firm with a specialization in risk management, due diligence, internal audits, valuations, operations, technology, controls assurance, accounting, and expert witness work.

Areas of Expertise

Consulting Experience

My consulting services include: Strategy, operations, client services, compliance, finance, and information technology of a large billion asset management firm; Responsible for profit margin and net income of the firm; Developed market eminence activities that included training seminars, conferences, workshops, and roundtables.


Bachelor of ScienceAccounting and FinanceNew York University

Licenses Certifications

Certified Public Accountant (CPA)
State of New York

Professional Experiences

Primary Affiliation

American Institute of Certified Public Accountants