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Alternative Investment Management Expert Witness | Connecticut

Expert Qualifications

This C-level financial executive has 35+ years of experience in investment banking, capital markets, private equity, and business development. He is an expert in the global alternative investment industry with a BS from Boston University, an MBA from Stern at NYU, and the Level I CAIA certification. He is also a regular speaker on the international alternative investments conference circuit and has contributed to various industry publications. Most recently, the expert served as a Senior Advisor for Prospect Capital Management. He was previously the Managing Director and Global Head of Strategic Business Development at Alphabridge Capital Management and also served as a Senior Vice President with WR Group Holdings. He began his career in various I-banking and private equity positions, including roles with Merrill Lynch and National Westminster Bank.

Bio Snapshot

Location: CT
BS, Business Administration, Boston University
MBA, Stern School of Business, New York University
Level I, Chartered Alternative Investment Analyst, University of Massachusetts
Member, Institute for International Research
Former, Assistant Vice President of the North American Project Finance Department, Union Bank of Switzerland
Former, Investment Banking Associate, Merrill Lynch Capital Markets
Former, Associate Director of Investment Banking, Canadian Imperial Bank of Commerce
Former, Director of Merchant Banking, Pacific Harbor Capital
Former, Director of Equity Capital Markets, Burns Fry Inc.
Former, President & Managing Partner, Forest Investment Management
Former, Managing Director of Institutional Business Development, Alpha Investment Management
Former, Executive Vice President & Chief Operating Officer, Para Advisors Inc.
Former, Managing Director & Global Head of Strategic Business Development, Geronimo Partners
Former, Senior Vice President of New Business Development, WR Group Holdings
Former, Managing Director and Global Head of Strategic Business Development, Alphabridge Capital Management LLC
Former, Senior Business Development Advisor, Prospect Capital Management
Current, Investment Consultant, Independent

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