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Mortgage-Backed Securities & Residential Mortgages Expert Witness
Mortgage-Backed Securities & Residential Mortgages Expert Witness
Assistant Director, The National Association of Home Builders
Doctor of Philosophy (PhD), University of Florida
(***)***-****
North Carolina
Comprehensive expert on expert witnesses: Access detailed litigation history and performance metrics.
Expert Qualifications
This economics Ph.D. has a broad financial background spanning mortgage-backed securities, asset-backed securities, and structured products. After earning his master's and doctorate from the University of Florida, he became a tenured Associate Professor at the University of South Carolina. The expert eventually began a successful career in finance and served in several senior positions, including as global head of MBS research at two major investment banks, CS First Boston and UBS. He also worked in two senior trading roles focused on whole loans and securities, managing portfolios upwards of $90 billion in those positions. More recently, he was the Product Manager for an MBS and ABS valuation and risk analytics consulting firm. The expert recently started his own business as an independent consultant. In this capacity he has served as an expert witness in cases involving FINRA, the SEC, and the U.S. District Court.
Fee Data
$500/hr
Review Fee
$750/hr
Deposition Fee
$750/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 | Founder and Principal | — | Private Residential Whole Loans and RMBS Consulting Business |
Current | Adjunct Professor | Financial Mathematics Program | State University in NC |
Former | Director of the Enhanced Solutions Group | — | MBS and ABS Risk Analytics Consulting Firm |
Former | Portfolio Manager/Trader in Credit Strategies | — | Portfolio Management and Asset Consulting Firm |
Former | Senior Vice President | — | Washington Mutual |
Former | Senior Vice President | — | Amherst Securities Group |
Former | Director of Structured Fixed Income Products | — | HypoVereinsbank |
Former | Director of MBS Research and Asset Finance | — | UBS |
Former | Senior Vice President & Director of Trading | — | Hartford Investment Mgmt Co. |
Former | Director of MBS Research & Strategy | — | CS First Boston |
Former | Senior Vice President | — | Donaldson Lufkin and Jenrette |
Former | Associate Director and Co-Head of MBS Research | — | Bear Stearns and Company |
Former | Tenured Associate Professor of Economics & Associate Director | Division of Research | University of South Carolina |
Former | Assistant Director | — | The National Association of Home Builders |
Education
Degree | Institution | Major |
|---|---|---|
Doctor of Philosophy (PhD) | University of Florida | Economics |
Master of Arts (MA) | University of Florida | Economics |
Bachelor of Arts (BA) | Bucknell University | Economics and International Relations |
Memberships
Position | Membership Organization |
|---|---|
Member | Executive Board of the Financial Mathematics Program, North Carolina State University |
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