Alternative Investment Management Expert Witness

Assistant Vice President, Union Bank of Switzerland

Master of Business Administration (MBA), Stern School of Business, New York University

(***)***-****

Connecticut

Comprehensive expert on expert witnesses: Access detailed litigation history and performance metrics.

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.

Fee Data

$450/hr

Review Fee

$500/hr

Deposition Fee

$650/hr

Court Fee

Disclaimer - These hourly rates reflect the most recent fees we have on record for this expert. Please note that these fees are subject to change, and we recommend verifying the current rates before engaging the expert.

Litigation History

Case Reviews

Testimonies

Depositions

Work History

Status

Job Title/Role

Department/Division

Organization

Current

Investment Consultant

—

Independent

Current

Portfolio Manager

Capital Markets

A private company

Former

Senior Business Development Advisor

—

Prospect Capital Management

Former

Managing Director

Strategic Business Development

Alphabridge Capital Management

Former

Senior Vice President

New Business Development

WR Group Holdings

Former

Managing Director & Global Head

Strategic Business Development

Geronimo Partners

Former

Executive Vice President & Chief Operating Officer

—

Para Advisors Inc.

Former

Managing Director

Institutional Business Development

Alpha Investment Management

Former

President & Managing Partner

—

Forest Investment Management

Former

Director

Equity Capital Markets

Burns Fry Inc.

Former

Director

Merchant Banking

Pacific Harbor Capital

Former

Associate Director

Investment Banking

Canadian Imperial Bank of Commerce

Former

Associate

Investment Banking

Merrill Lynch Capital Markets

Former

Assistant Vice President

North American Project Finance Department

Union Bank of Switzerland

Training

Training Type

Specialty

Institution

Certification

Chartered Alternative Investment Analyst

University of Massachusetts

Education

Degree

Institution

Major

Master of Business Administration (MBA)

Stern School of Business, New York University

—

Bachelor of Science (BS)

Boston University

Business Administration

Memberships

Position

Membership Organization

Member

Institute for International Research

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