Asset Management Expert Witness

Vice President, Donaldson Lufkin and Jenrette

Master of Business Administration (MBA), Harvard University

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

Illinois

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

Expert Qualifications

This expert has over 30 years of experience in asset management. He earned his BS in industrial and operations engineering from the University of Michigan before earning his MBA from Harvard University. He is licensed by the National Futures Association in national commodity futures and is a member of the National Futures Association Hearing Committee. Throughout his career, he has held multiple distinguished leadership roles. He was the vice president of investment banking for Donaldson, Lufkin, and Jenrette, and the vice president of Commercial Union Capital Corporation. While working for ABN AMRO Bank N.V., he rose from the head of financial engineering to the role of president and CEO of ABN AMRO. He was a founder and managing partner of Mumford Capital Partners, an equity partner of 2100 Xenon Group, and a partner of Emerging Edge Group. Currently, this expert serves as the chief financial officer, chief compliance officer, and secretary to the board of a registered investment advisor based in Illinois.

Fee Data

Review Fee

Deposition Fee

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

Chief Compliance Officer

A registered investment advisor in IL

Current

Chief Financial Officer

A registered investment advisor in IL

Current

Secretary to the Board

A registered investment advisor in IL

Former

Partner

Emerging Edge Group

Former

Global Head

Marketing & Client Services

2001 Xenon Group

Former

Equity Partner

2100 Xenon Group

Former

Founder & Managing Partner

Mumford Capital Partners

Former

President & CEO

ABN AMRO Inc.

Former

Managing Director

Bank of America/Continental Bank

Former

Vice President

Commercial Union Capital Corporation

Former

Vice President

Investment Banking

Donaldson Lufkin and Jenrette

Education

Degree

Institution

Major

Master of Business Administration (MBA)

Harvard University

Bachelor of Science (BS)

University of Michigan

Industrial & Operations Engineering

Memberships

Position

Membership Organization

Member

National Futures Association Hearing Committee

Related Experts

Send a message to this Asset Management Expert Witness Expert Witness