Senior technology leader with over 25 years of experience in financial services information technology, specializing in trading systems architecture, portfolio management platforms, and asset management technology infrastructure. Held Chief Technology Officer and Chief Information Officer roles at leading financial institutions including a federal banking authority, a global financial services firm, a major endowment management organization, and a prominent real estate investment company. Holds CISSP certification and brings deep expertise in portfolio management systems, algorithmic trading infrastructure, market data architecture, and regulatory compliance technology. Has founded and operated an IT advisory and consulting firm providing technology strategy and expert witness services to investment firms and law firms.

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

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