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Financial Analysis & Assessments Expert Witness | Connecticut

Expert Qualifications

This experienced finance professional has background in portfolio and trust management, mutual funds, and hedge funds over a 45-year career. He earned his B.S. from the University of Pennsylvania and his M.B.A. in Finance from Harvard University. He holds several industry credentials; the expert is a Registered Investment Advisor, a Chartered Financial Analyst, and a FINRA Arbitrator. The expert began his career at J.P. Morgan before joining Citibank, where he eventually served as the Chief Investment Officer of the Global Private Bank overseeing a total of $20 billion in assets. In addition, he spent 11 years as the Chief Investment Officer of IBJ Schroder Bank and Trust, supervising 20 investment professionals serving private clients in the U.S. and Asia. The expert now supports attorneys, individuals, banks, investment advisors, broker-dealers, corporations, and the SEC in investment matters.

Bio Snapshot

Location: CT
B.S., Mechanical Engineering, University of Pennsylvania
M.B.A., Finance, Harvard University
Chartered Financial Analyst, CFA Institute
Registered Investment Advisor
Licensed, FINRA (NYSE/NASD) Arbitrator
Former, Senior Analyst & Unit Head, J.P. Morgan
Former, Director of Investment Research, Citibank
Former, Area Manager for Private Client Asset Management, Citibank
Former, Chief Investment Officer for the Global Private Bank, Citibank
Former, Chief Investment Officer & Group Executive, IBJ Schroder Bank & Trust
Former, Portfolio Manager, Neuberger Berman
Current, President, Registered Investment Advisor for Private Clients & Litigation Consultancy

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