Finance Cfa Expert 319714 BC

Expertise Description

I have more than 15 years experience in the field of Finance as a Chartered Financial Analyst (CFA) experienced in complex valuation issues. My areas of expertise include valuation of assets / companies / securities, damages analysis, transfer pricing, and corporate reorganizations. I have over 10 years expert witness experience with consultations, deposition, and courtroom testimony.

Areas of Expertise

Expert Witness

My expert witness experience: securities valuation; transfer pricing; damages analysis; estate tax; intellectual property valuation; lost profit damages; fair market value of limited partnership.

Consulting Experience

My consulting services include: Financial and economic analysis; Development and critique of financial models within private companies, minority interests, and intangible assets; Risk assessment for portfolios of bank investments.


Master'sPublic PolicyUniversity of California at Berkeley
L.L.B.Dalhousie Law School
B.A.EconomicsDalhousie University

Licenses Certifications

Awards & Affiliation

Partial List of Consulting Expert Witness Cases