Securities Trading And Valuation Expert 319713 IL

Expertise Description

I have more than 35 years experience in the field of Securities, Trading, and Valuation. My extensive experience includes finance, fuel hedging analysis, airline liquidation, market microstructure, pension funds, block trading effects, financial theory and practice, airline, suitability and risks, concentrated pension fund holdings, tech company, analysis of news impact and possible damages to stock price, stock transfer, economic theory, economic models, financial derivatives, stock splits/stock price movement, and takeover/merger prices. I have over 10 years expert witness experience with consultations, deposition, and courtroom testimony.

Areas of Expertise

Expert Witness

My expert witness includes reports and analysis on securities issues, fuel hedging analysis, airline liquidation involving market microstructure, block trading effects, both in financial theory and practice, analysis of airline suitability and risks of concentrated pension fund holdings and analysis of potential news impact and possible damages to stock price of a tech company.

Consulting Experience

My consulting experience advisory duties in regards to School Board finance, provision of models and trading systems, exchange-traded fund (ETF) model trading, application of extensive options and futures experience to energy markets. In addition to my past record in business valuation, I have been carefully following the market for investment firms. I have had a couple of inquiries about my company, and I subscribe to services describing deals.

Relevant Experiences

I have chaired the compensation committee on a small public company for over ten years. I have also provided consulting reports on the value of small companies, providing the basis for private transactions on a number of occasions.


B.S.Political ScienceBowling Green State University
M.A.Political ScienceUniversity of Michigan
Ph.D.Political ScienceUniversity of Michigan

Licenses Certifications

Awards & Affiliation

Primary Affiliation

Financial Industry Regulatory Authority (FINRA)

Partial List of Consulting Expert Witness Cases