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New York, New York United States

President

Finance / Banking / Insurance

30+ years experience as a practitioner in the investment and securities arena, Founded and managed a large hedge fund; managed hedge fund investment portfolios for banks, family offices and fund of funds; conducted extensive hedge fund due diligence; and has managed large-scale trading operations and strategic positions for money center banks. Portfolio management; investment process; mutual funds; exchange-traded funds; ETFs; and hedge funds, expertise in cryptocurrency and fintech, especially in wealth management, banking and trading. I am the author of books including All About Hedge Funds, 2nd Edition (McGraw Hill, 2014). I have taught at the graduate schools at Yale and Princeton.