Expert Witness Profile · Expert M135N
Senior technology leader with over 25 years of experience specializing in trading systems architecture, portfolio management platforms, and comprehensive asset management technology infrastructure. This expert has held Chief Technology Officer and Chief Information Officer roles at leading financial institutions globally, developing deep expertise in algorithmic trading infrastructure, market data architecture, regulatory compliance technology, and business continuity planning. CISSP-certified with extensive experience founding an advisory firm providing expert witness services in complex financial technology litigation matters.
Engagement History
Career Highlights
- Founder and Chief Information Officer of an IT advisory and consulting firm provides comprehensive IT and cybersecurity expertise to financial services firms and law firms for due diligence, case preparation, and trial support
- Chief Technology Officer at a prominent real estate investment company led technology strategy, implemented portfolio management systems, portfolio accounting systems, and market data feed integration
- Chief Technology Officer at a major endowment management organization oversaw technology operations, designed market data hub for investment pricing and analysis, and developed performance analytics systems
- Chief Information Officer at a global financial services firm senior equity member; developed and integrated trading systems, upgraded infrastructure to support rapid growth and multiple office locations
- Vice President and Divisional Chief Information Officer at a federal banking authority managed critical technology and infrastructure for financial services operations
Why Attorneys Retain This Expert
Expert Qualifications
- Served as consulting and testifying expert in financial technology litigation matters involving trading systems, patent infringement, trade secrets, and contract disputes
- Expert experience spans multiple litigation matters in financial technology, trading systems, and investment management
- CISSP-certified professional with expertise in cybersecurity, information security controls, and business continuity for financial services institutions
Common Questions
Frequently Asked Questions
What types of cases can this expert support?
Trading systems disputes, patent infringement involving financial technology, trade secrets, and cybersecurity breaches in financial institutions. They've already testified in multiple matters.
What is this expert's technical background?
Over 25 years leading technology at major financial institutions—CTO or CIO roles at a federal banking authority, global financial services firm, endowment management organization, and real estate investment company. Now runs an IT advisory firm providing expert witness services. CISSP-certified.
What technologies does this expert specialize in?
Trading systems architecture, algorithmic and high-frequency trading infrastructure, portfolio management and accounting systems. Also experienced with market data feeds, risk management software, data warehouse architecture, cloud infrastructure, and SWIFT payment systems.
Adjacent Disciplines