Structured finance and fixed income securities expert witness with more than 30 years of professional experience, this expert provides analysis in matters involving Asset Backed Securities (ABS), Mortgage Backed Securities (MBS), Commercial Mortgage Backed Securities (CMBS), Collateralized Debt Obligations (CDOs), Asset Backed Commercial Paper (ABCP), Structured Investment Vehicles (SIVs), and other structured finance products. With 4 years of expert witness experience, the expert has provided consultation and deposition testimony in disputes involving structured finance transactions and related market practices.

The expert’s career includes senior roles across both the buy-side and sell-side of the structured finance markets. Professional experience includes service as a Strategist, Quantitative Analyst, Banker, Rating Agency Analyst, Research Analyst, Collateral Manager, Fund Manager, Chief Credit Officer, and Chief Investment Officer of a REIT, as well as experience as a salesman and investor. The expert has bought and sold billions of dollars of structured finance securities and possesses a broad perspective on both the macro-level dynamics and detailed mechanics of the fixed income and structured finance markets. Engagement experience includes analysis related to asset management, credit risk, due diligence, valuation, commercial real estate–backed products, broker responsibilities, and alleged breaches of contract, covenants, and fiduciary duties. The expert holds a Bachelor of Arts degree and an MBA, and maintains Series 7, 24, and 63 securities licenses.