Mortgage expert witnesses analyze loan origination, underwriting, servicing, and foreclosure practices to assess compliance with industry standards and regulations. Drawn from backgrounds in mortgage banking, brokerage, appraisal, and risk management, they evaluate disclosures, interest rate structures, fee calculations, and portfolio performance in disputed transactions.
CFA Investment Risk Management Expert Witness
CFA Investment Risk Management Expert Witness
- Review Fee
- $400/hr
- Deposition Fee
- $450/hr
- Court Fee
- $450/hr
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.
Risk Manager, A Federal Reserve Bank in MA
Master of Business Administration (MBA), University of Chicago Graduate School of Business
Wayland,
Massachusetts