Finance expert witness with more than 20 years of experience specializing in financial management, investments, portfolio analysis, and valuation, with experience spanning international markets. Their expert witness work includes more than 5 years providing financial analysis and consultation in disputes involving securities and investment-related matters. A credibility anchor is reflected through authorship of curriculum materials and a monograph for a leading professional investment organization, publication of research in peer-reviewed finance and investment journals, and service on the editorial board of a professional investment publication. Credentials include the Chartered Financial Analyst designation, the Certificate in Investment Performance Measurement designation, and the Chartered Alternative Investment Analyst designation. Educational background includes a Doctor of Philosophy in Finance, a Master of Business Administration, and a Bachelor of Arts in Economics.

Their expertise encompasses corporate finance, equity investments, portfolio management, and financial analysis, with particular emphasis on emerging markets, risk measurement, and valuation methodologies. Their work includes evaluation of portfolio valuation, market behavior, and financial performance, as well as analysis of financial reporting and economic conditions affecting investment outcomes. Additional areas of focus include market research, investment strategy evaluation, and application of financial theory to disputes involving securities and investment decision-making. Their professional background includes long-standing academic and consulting involvement in finance, including affiliation with the University of Richmond and prior academic experience at the University of North Carolina at Wilmington, Northern Illinois University, and Florida State University. Their experience also includes service as a dispute resolution arbitrator with FINRA, as well as participation in ethics review and disciplinary processes and curriculum development activities with the CFA Institute.