expert witness / LITIGATION EXPERIENCE

FINRA Dispute Resolution Services:

Arbitrator
2021 - present (November 2025)

Testifying Witness and Consulting Witness for a Founder and Former Chair of a Biotechnology Startup:

Retained by Defendant’s Counsel (Weil, Gotshal & Manges LLP)
Active Case: 2025 – present (November 2025)

Testifying Witness and Consulting Witness for an Investment Management Company:

Retained by Claimant’s Counsel (Foley Hoag LLP)
Provided Deposition Testimony
Prepared an Expert Report
Prepared a Declaration
Contributed to the Complaint
Active Case: 2022 – present (November 2025)

Ananda Funds v. Interactive Brokers:

Retained by Claimant’s Counsel (Finn Dixon & Herling LLP) as a Consulting Witness
Contributed to the Statement of Claim
2023 – 2025

Bloomberg L.P. v. Commissioner of Internal Revenue:

Retained by Petitioner’s Counsel (Fenwick & West LLP) as an Expert Witness and Fact Witness
Prepared a Rebuttal Expert Report
Prepared an Expert Report
Prepared a Declaration
2020 - 2023

MFS Investments SEC Enforcement Action:

Retained by Respondent’s Counsel (Hale and Dorr LLP) as a Testifying Witness and Consulting Witness
Deposed and offered in-person testimony at the SEC (Division of Enforcement) in Washington, D.C.
2003 - 2004

Link to SEC Order