Expertise DescriptionI 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
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.
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.
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 Science||Bowling Green State University|
|M.A.||Political Science||University of Michigan|
|Ph.D.||Political Science||University of Michigan|
Awards & Affiliation
Financial Industry Regulatory Authority (FINRA)
Partial List of Consulting Expert Witness Cases