With more than 35 years of experience in finance and risk management, this expert specializes in the valuation of complex financial instruments, including corporate bonds, loans, and derivatives, as well as the assessment of market, credit, liquidity, and operational risks. His work includes developing and implementing enterprise risk management frameworks, evaluating regulatory compliance, and analyzing financial products and trading strategies within global banking, asset management, and hedge fund environments. He has also conducted extensive due diligence on hedge funds and private equity firms, reviewed complex credit documentation, and provided risk oversight for structured products and trading desks.

His professional background includes senior leadership roles such as Chief Risk Officer and Head of Risk Management, along with significant front-office trading experience across international financial institutions. He has managed risk for fixed income and derivative portfolios, approved complex financial products, and served as a key point of contact for regulatory examinations involving the Federal Reserve and FINRA. His experience also includes implementation of regulatory frameworks, development of risk metrics and stress testing methodologies, and oversight of liquidity and market risk programs, as well as involvement in fintech platform development and performance reporting systems.

His academic foundation includes graduate-level studies in finance, a master’s degree in computer science and information systems, and a bachelor’s degree in engineering. He holds professional designations as a Chartered Financial Analyst and Financial Risk Manager and has held leadership roles within organizations such as the CFA Society of New York and the Professional Risk Managers’ International Association. He has extensive expert witness experience, including numerous engagements involving valuation, trading practices, regulatory compliance, and financial disputes, with work spanning arbitrations, depositions, and courtroom testimony.