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Hedge Fund Compliance & Fiduciary Duty Expert Witness | California

Expert Qualifications

This expert is a senior-level investment manager with extensive experience in long/short equity investing. He is an expert in hedge fund strategies, securities selection, portfolio management and other investment-related issues. He has provided consulting, investment research and expert witness services to investment funds and law firms since 2004. He earned his masters in business administration from Harvard Business School and is currently a Senior Investment Consultant at a private financial investment consultancy.

Bio Snapshot

Location: CA
BS, Engineering Physics, Bemidji State University
MBA, Harvard Business School
Board member, Federated Retirement System for the City of San Jose
Member, Global Association of Risk Professionals
Member, Gerson Lehrman Group Councils
Advisory Board Member, Commonfund Hedge FundDirect Strategies
Adjunct Professor of Finance, Golden Gate University
Former, Equity Analyst, Feshbach Brothers
Former, Long/Short Equity Analyst, Odyssey Partners
Former, Long/Short Equity Analyst and Portfolio Manager, Harvard Management Company
Former, Long/Short Equity Analyst and Portfolio Manager, Investment Strategy & Analysis
Former, Director of Research, Equity, McCullough & Associates
Current, Senior Investment Consultant, a private financial and investment consultancy

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