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Investment Risk Management Expert Witness
Portfolio Manager, Allstate Life Insurance
Master of Business Administration (MBA), University of Chicago Graduate School of Business
(***)***-****
Massachusetts
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This highly qualified expert has over 30 years of experience in the field of risk management and insurance and asset management. He earned his BA in the history of science and his MBA in finance from the University of Chicago Graduate School of Business. He is very active in his field as a member of several professional societies including the Professional Risk Managers International Association, the Buy Side Risk Managers Group, the Investment Company Institute, and the Boston Security Analysts Society. In addition, this expert is a Chartered Financial Analyst (CFA) with over 10 publications. He formerly held many roles including portfolio manager of derivates & mortgage-backed securities at Allstate Life Insurance, head of derivative strategy and head of alternative investments at Putnam Investments, and board member of TIAA-CREF Life Insurance Company. This expert is currently a risk manager at a federal reserve bank in Massachusetts.
$400/hr
Review Fee
$450/hr
Deposition Fee
$450/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.
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Status | Job Title/Role | Department/Division | Organization |
---|---|---|---|
Current | Risk Manager | — | A Federal Reserve Bank in MA |
Former | Senior Vice President | Global Independent Risk Officer | MFS Investments |
Former | Board Member | — | TIAA-CREF Life Insurance Company |
Former | Senior Managing Director | Enterprise Risk Management | TIAA-CREF |
Former | Head | Business Development and Client Service | Spyglass Capital |
Former | Head | Derivative Strategy and Alternative Investments | Putnam Investments |
Former | Head | Derivative Strategy | Putnam Investments |
Former | Portfolio Manager | Derivatives & Mortgage-Backed Securities | Allstate Life Insurance |
Degree | Institution | Major |
---|---|---|
Master of Business Administration (MBA) | University of Chicago Graduate School of Business | Finance |
Bachelor of Arts (BA) | University of Chicago | History of Science |
Position | Membership Organization |
---|---|
Member | Chartered Financial Analyst Program |
Member | Professional Risk Managers International Association |
Member | Boston Security Analysts Society |
Member | Buy Side Risk Managers Group |
Member | Investment Company Institute |
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