Focused on securities, valuation, and financial market analysis, he has more than 35 years of experience evaluating investment performance, trading activity, derivatives, and risk-related financial issues. His work includes analysis of stock price movement, merger and takeover pricing, concentrated pension fund holdings, fuel hedging strategies, and the impact of public disclosures on securities valuation and investor damages. He also performs financial forecasting, economic modeling, valuation analysis, and assessments involving block trading effects and market microstructure. His academic background includes a Doctor of Philosophy, a Master of Arts, and a Bachelor of Arts in Political Science.

Throughout his career in investment advisory and financial consulting, he has managed portfolios containing equities, bonds, exchange-traded funds (ETFs), options, and futures for institutional and individual clients with varying investment objectives and risk profiles. His experience includes development of quantitative forecasting models, analysis of special situation and merger transactions, and execution of both model-driven and fundamental trading strategies. He has also provided consulting related to debt structures, taxation, borrowing strategies, and public finance matters.

In litigation and expert consulting matters, he has prepared expert reports and provided deposition and courtroom testimony in state and federal proceedings involving securities transactions, investment suitability, liquidation analysis, valuation disputes, and financial damages. Complementing his consulting work, he has taught finance and public policy courses at the university level and authored professional commentary and analytical publications concerning economic conditions, pricing strategies, and financial markets.