Investment Banking Expert Witnesses in Michigan

This highly-qualified business executive has almost 30 years of leadership experience in credit card product development and management, as well as marketing and finance. He earned his BS in finance and accounting from Boston University and his MBA with a focus on marketing and management from Iona College. Formerly, he held positions as a senior vice president of partnership marketing and product development at Bank of America Card Services, the vice president of cobranding business and product development at Alliance Data Retail Services, and the senior vice president and director of retail and commercial card services at Huntington Bank. He is currently the managing partner at a strategy and advisory firm located in New York City.

This highly qualified expert is Chief Investment Officer and founder of a corporation specializing in capital management. He is responsible for overseeing all aspects of the firm's investment process and is focused on the strategic direction as well. Recognized for his expertise, he is frequently asked to speak on topics such as investment policy, portfolio management, and the risk characteristics of Real Asset investing. He is a regular contributor to Bloomberg's Market Sense program and Money Moves with Deirdre Bolton. This expert has published widely on international economic and finance topics and is author of a Handbook for Infrastructure Investing, which is recommended by the CFA Institute and is a best seller. He is a professor at a business school University teaching Real Asset Investing, and remains one of the world's most provocative and respected financial analysts. His funds and separate account strategies have won numerous awards for performance in the real assets category. His current research focuses on empirical issues in investment management and corporate governance. His academic work has been published in top academic journals such as the CFA Institute, EDHEC Risk Institute and leading think tanks like the Inter American Dialogue. His research has been published by some of the leading industry trade journals including Institutional Investor Journal, Investments and Pensions Europe, Infrastructure Journal, Pensions and Investments Publications, and Investment Management Consultants Association. His research has also been covered in major newspapers, including The Wall Street Journal, New York Times, The Financial Times and The Globe and Mail. Private Asset Management Magazine named Capital Innovations as one of the Best Money Managers for Long-Term Performance." He has extensive experience with managing the economics of MLPs, having devoted 58% of his portfolio to this segmented industry.

This expert earned his BS in Economics from the University of Pennsylvania and is certified as a Public Accountant, Fraud Examiner, Valuation Analyst, and as an Associate in Insurance Accounting and Finance. He is also active in his field as a member of the Ohio Society of Certified Public Accountants, the Association of Certified Fraud Examiners, and the National Association of Certified Valuation Analysts. In addition, he has held a number of positions as an Accountant and Chief Financial Officer at several companies. Currently, he is the owner of an advanced accounting services firm focused on serving the smaller businesses.