Trained in advanced quantitative modeling and financial analysis, this expert has more than 40 years of experience addressing complex economic and financial issues, including securities litigation and structured finance disputes. He has served in senior executive and research leadership roles within private financial and investment organizations, including as President and Chief Executive Officer of an investment management firm overseeing institutional and high-net-worth portfolios, Director of Research for a global financial services firm leading development of investment strategies and financial products, and President of firms engaged in financial research and expert witness services involving securities fraud, hedge funds, antitrust, and economic damages. His expertise includes securities and hedge fund fraud, derivatives, futures and options (including covered and naked options), structured finance, economic loss analysis, statistical damage estimation, risk management, global financial markets, and compliance-related financial analysis. He holds a Ph.D. in Operations Research, an M.S. in Engineering, and a B.S. in Engineering.

He has provided expert witness services for more than 20 years, including consultation, written reports, deposition testimony, arbitration, and courtroom testimony in matters involving securities offerings, hedge fund conduct, antitrust claims, financial reporting, statistical sampling, and personal injury economic damages. His professional involvement includes participation in organizations such as the Foundation for Managed Derivatives Research and the Pennsylvania Economics Association. His work has addressed regulatory and compliance frameworks associated with the Securities and Exchange Commission (SEC), Commodity Futures Trading Commission (CFTC), National Futures Association (NFA), federal and state antitrust laws, anti-money laundering regulations, capital requirement standards, and Rule 10b-5 securities litigation, applying established financial and economic principles to complex commercial disputes.