Risk Management Expert

This risk management expert offers over 30 years of experience across financial markets, derivatives, and regulatory compliance. With deep knowledge of valuation, trading, and risk controls, they are frequently retained as a financial expert in litigation, arbitration, and regulatory matters. Their background includes extensive work with ETFs, options, bonds, swaps, RMBS, and CMBS.

They have held senior risk leadership roles at major institutions including AIG, Credit Suisse, Itaú Private Bank, BNP Paribas, and Prudential. In those roles, they led enterprise risk programs, implemented Basel and liquidity frameworks, and built robust stress testing systems. This expert also has a strong foundation in market risk modeling, portfolio margining, and the governance of complex structured products.

They hold both the Chartered Financial Analyst (CFA®) and Financial Risk Manager (FRM®) designations. As a Managing Principal at Agile Financial LLC, they provide expert reports, deposition testimony, and risk consulting for legal teams and financial firms. Their testimony spans U.S. courts, international arbitration, and FINRA hearings.

Because of their practical and technical expertise, clients trust this risk management expert to deliver clear, defensible insights in high-stakes financial disputes.

Points of Interest

• Risk Management Expert – 30+ years of experience across trading, valuation, and risk governance
• CFA® and FRM® Certified – Highly credentialed in investment analysis and financial risk
• Expert Witness – Testified in court, FINRA arbitration, and international tribunals
• Options & Structured Products – Skilled in verticals, straddles, iron condors, swaps, RMBS, CMBS
• Senior Risk Executive – Leadership roles at AIG, Credit Suisse, Itaú, BNP Paribas, and Prudential
• Regulatory and Compliance Advisor – Implemented Basel, CCAR, LCR, and liquidity stress testing
• Due Diligence Analyst – Evaluated hedge funds and private equity operations for institutional clients
• Managing Principal, Agile Financial – Provides litigation support and strategic consulting
• Recognized by Courts – Admitted as an expert in multiple U.S. jurisdictions and global forums
• Active in Industry Leadership – Roles in PRMIA and CFA Society New York

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