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Expert ID #14667

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Short Biography:

EZ ADVISORS, LLC,  (2001-Present); Founder and President
·         Developing foreign exchange hedge fund of funds with two prime brokerage firms
·         Allocating funds and performing due diligence for hedge funds portfolio of family office
·         Expert witness and litigation support services (see attached for specific cases).

 

AZIMUTH ALTERNATIVE INVESTMENTS/ (2005-2006); Business Development
·         Responsible for strategy, asset raising and M&A for diversified fund of funds with $250mm AUM; focused on private banking, wealth management and family offices

I AA, LLC (2002-2005); Founder and Manager
·         Founded successful hedge fund of funds sub-advisory program with clients including banks, fund of funds, family offices and S&P and Dow Jones hedge fund index products
·         Active in manager selection and due diligence; portfolio construction; asset allocation and portfolio optimization, factor analysis and risk management for wide range of fund of funds.
 

ADVISOR SOFTWARE, INC. (2000-2001) PRINCIPAL, BUSINESS DEVELOPMENT
Headed marketing and acquisitions for company founded by Andrew Rudd, Chairman of Barra/Rogers/Casey, to provide Internet asset allocation and risk management wealth management program for investment advisors

BERKSHIRE CAPITAL CORPORATION (1989-2000); Managing Director
·         Conducted research and business development for M&A advisory in securities and asset management industries  for boutique mergers and acquisitions firm

E Z A, LLC (1991-1998), Founder & President of CTA
·         Founded and managed High Yield Currency Arbitrage Program that managed $200 million using currency and interest rate spot, forward, swaps, futures and options with a variety of banks and brokers.
·         Partner in Raynor & Stonington (proprietary trading of market neutral strategies in FX, commodities, interest rates and equities, and emerging market fixed income)  

YALE UNIVERSITY SCHOOL OF MANAGEMENT, 2005-6; Adjunct Professor
PRINCETON UNIVERSITY BENDHEIM CENTER FOR FINANCE, 2001-2005; Lecturer
·         Teaching graduate seminars in Investment Finance and Hedge Funds
·         Consulting for Russian banks for US AID/World Bank in Moscow

MELLON BANK , CAPITAL MARKETS GROUP, Pgh; Global Trading Manager (1988-90)
·         Managed 60 professionals, six dealing rooms and all aspects of trading strategic trading in currency and interest rate spot, forwards, swaps and options.

MANUFACTURERS HANOVER TRUST COMPANY , (1980-1988), Capital Markets Group
Managing Director and European Regional Treasury Manager, London (1986-1988)
o        Managed 100 professional and all aspects of trading in 13 European trading rooms for foreign exchange and interest rate; founded FX options trading group
Vice President and Co-Chief Dealer, New York (1983 – 1986)
Vice President and Manager, International Treasury Consulting Group (1980 – 1983)

, CAPITAL MARKETS GROUP, Pgh; ·         Managed 60 professionals, six dealing rooms and all aspects of trading strategic trading in currency and interest rate spot, forwards, swaps and options.
·         Founded and managed High Yield Currency Arbitrage Program that managed $200 million using currency and interest rate spot, forward, swaps, futures and options with a variety of banks and brokers. ·         Partner in Raynor & Stonington (proprietary trading of market neutral strategies in FX, commodities, interest rates and equities, and emerging market fixed income)  
·         Conducted research and business development for M&A advisory in securities and asset management industries  for boutique mergers and acquisitions firm ·         Founded and managed High Yield Currency Arbitrage Program that managed $200 million using currency and interest rate spot, forward, swaps, futures and options with a variety of banks and brokers. ·         Partner in Raynor & Stonington (proprietary trading of market neutral strategies in FX, commodities, interest rates and equities, and emerging market fixed income)  


 

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