Investment Risk Management Expert Witness

Portfolio Manager, Allstate Life Insurance

Master of Business Administration (MBA), University of Chicago Graduate School of Business

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

Massachusetts

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

Expert Qualifications

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.

Fee Data

$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.

Litigation History

Case Reviews

Testimonies

Depositions

Work History

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

Education

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

Memberships

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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