Investment Risk Management Expert Witness
Investment Risk Management | E-622265
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.
Bio Snapshot
Located: MA
BA, History of Science, University of Chicago
MBA, Finance, University of Chicago Graduate School of Business
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
Former, Portfolio Manager, Derivates & Mortgage-Backed Securities, Allstate Life Insurance
Former, Head, Derivative Strategy, Putnam Investments
Former, Head, Derivative Strategy and Alternative Investments, Putnam Investments
Former, Head, Business Development and Client Service, Spyglass Capital
Former, Senior Managing Director, Enterprise Risk Management, TIAA-CREF
Former, Board Member, TIAA-CREF Life Insurance Company
Former, Senior Vice President, Global Independent Risk Officer, MFS Investments
Current, Risk Manager, a federal reserve bank in MA
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