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 Expert  729440

Expert in Private Equity and Hedge Fund Operations

Available for your Consulting and Expert Witness Needs

Connecticut (CT)
Education Work History Career Accomplishments Consulting Services Expert Witness

Summary of Expertise:

Listed with other top experts in: 

Private Equity and Hedge Fund COO with 16 years of experience in financial management and operations for the world's leading Asset Management, Investment Advisors, and Investment Banks. COO and Global Operations Manager for large Alternative Investment Asset Manager with a proven track record of implementation of distributed operational models. Alternatives Product Launch Specialist with over $40B in new Alternatives Funds launched including Merchant Banking, LBO, VC, Infrastructure, and Real Estate Private Equity Funds and Equity Long/Short, Distressed Securities, Global Macro, and Emerging Market Hedge Funds. Transformational Change Agent skilled in delivering improvements at the system, process, and organization levels to maximize operational efficiencies, reduce costs, and foster a culture of performance.

private equity fund

Show Secondary and Basic Areas of Expertise
Expert may consult nationally and internationally, and is also local to the following cities: New York, New York;  Yonkers, New York;  Newark, New Jersey;  Jersey City, New Jersey;  Paterson, New Jersey;  Elizabeth, New Jersey;  Bridgeport, Connecticut;  New Haven, Connecticut;  Hartford, Connecticut;  and Springfield, Massachusetts.

Year   Degree   Subject   Institution   Honors
1992   BS   Information Systems   Strayer University   Magna Cum Laude

Work History:
Years   Employer   Department   Title   Responsibilities

2006 to




Alternative Investments




Implemented strategic organizational changes to achieve improved process performance, reduce costs, and enable consolidation of operations processes for Expert's Firm Alternative Investments - Private Equity and Hedge Fund groups. Managed a $6 million budget and responsible for 100+ Middle Office/Back Office resources, including in-house New York-based, BPO offshore India-based, and 3rd party administrators Toronto/Cayman Islands/Guernsey-based staff. Responsible for $10+ billion in new Private Equity and Hedge Fund launched annually. Managed Expert's Firm Alternatives Investments Private Equity/Hedge Fund Investor Services/Fund Administration group. This including Investor Marketing, Investor on Boarding, Investor Relationship Management, Investor Servicing, Treasury Cash Management, and Investor Reporting. Conducted Operational reviews of potential new investment deals and advised Product Investment Committees on the Operational risks of potential deals. Advised Investment deals Board of Director/Advisors on Strategic Plans to reduce costs, and improve overall operational efficiency. Achieved high standards of operational efficiency and servicing which were based on measureable KPI metrics. This resulted in reduced operational risk and enforcement of compliance standards.

2005 to 2006




Investment Banking & Markets


Director Of PMO


Planned and launched Project Management Office for Corporate Investment Banking & Markets Group (CIBM). Identified and managed priorities and resources for global and regional projects including new business product due diligence, Investment Committee due diligence, and IT initiatives. Reported to CIBM COO.  Built PMO from the ground up, establishing steering committees and standardizing forms and processes that boosted visibility of projects, resulting in improved management decision making that drove revenue increases.  Succeeded in continuously improving performance by leading issue resolution and risk mitigation of major initiatives with Front Office, Operations, Finance, Legal, Credit Risk, Market Risk, Compliance, and IT organizations.  Strengthened Board of Directors understanding of CIBM activities by creating consolidated report of all work conducted for foreign exchange, equities, fixed income, interest rate derivatives, credit derivatives, emerging markets derivatives, bank notes, and mortgage-backed securities.

2003 to 2005


Morgan Stanley


Revenue Pricing


Director of Pricing


Responsible for all Revenue Pricing activities for Morgan Stanley Investment Management Mutual Funds. Generated of 50 million in incremental revenue a year due to pricing programs and changes implemented.

2000 to 2003


Deutsche Bank


Latin American Securities


Director of Technology


Responsible for Implementation of HNW online Bank and Brokerage system for Latin American Securities. Deployed online and phyical servicing center in Brazil. Put together marketing strategy and sales force for generation of new clients.

Career Accomplishments:

CAIA, Instituation of Risk Management, Project Management Institute, NYSSA,


PMP, Six Sigma BlackBelt, CAIA Level 1, Series 65 Investment Advisor

Professional Appointments

Served on Board of Directors for Various Private Equity Investments and Hedge Funds - functioned as a primary advocate for Cost Reduction, Process improvement and improved Company performance

Consulting Services:
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Recent Litigation Client Requests:
  • Expert in Paron v. Rothstein Kass.
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

International Experience:
Years   Country / Region   Summary
2000 to 2010   India/Asia   Vendor Management
2000 to 2010   Singapore/Asia   Vendor Management
2006 to 2010   Caymans   Vendor Management
2006 to 2010   Toronto/Canada   Vendor Management

Additional Skills and Services:

Course work in derivatives, CDS, MBS, CDO, FX, RE Financing, Marketing, Distribution, Securities Law, Investment Advisor Acts

Supplier and Vendor Location and Selection

Expert in conducted formal Vendor Selection, Negotiations and Management. From Creation of RPF, Vendor Due Diligence, Vendor Selection, Vendor Performance Reviews, and Vendor Management for Systems Development Groups, Software Systems, and Business Process Outsourcing.


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