I have over 38 years of experience as a leading trusted valuation advisor serving the financial services industry as a Big-4 partner. I have performed and supervised thousands of valuations of businesses, business interests, intangible assets and financial instruments in business combinations and internal corporate restructurings for advisory, financial reporting, tax planning and reporting, regulatory, litigation support, and other purposes.

I am a Chartered Financial Analyst (CFA) and an Accredited Senior Appraiser (ASA). I have authored articles on valuation issues and has co-authored a chapter on the valuation of service companies for a book on valuation theory and practice, Valuation Businesses and Business Interests. I have lectured on valuation and quantitative methods for New York University’s continuing education course in financial analysis and also lectures on valuation topics at business and professional association seminars.

Professional Experience

• ?October 2006 – July 1, 2018 - Ernst & Young LLP, Principal, Valuation & Business Modeling Group
• ?April 2004 – September 2006 – Deloitte & Touche LLP, Principal, Valuation Services Practice
• ?May 1985 – April 2006 – KPMG LLP/KPMG Consulting, Inc. – Principal, Valuation Services Practice
• ?October 1980 – May 1985 – Standard Research Consultants – Business valuation division of American Appraisal Associates

  Professional Affiliations

• ?Senior Member of the American Society of Appraisers
• ?Member of the CFA Institute
• ?Member of the New York Society of Security Analysts
• ?Member of the Royal Institution of Chartered Surveyors and Certified in Entity and Intangible Valuations (CEIV)

  Education

• ?Queens College of the City University of New York: BA in Economics with an award for Superior Scholarship in Economics, 1980
• ?Bernard M. Baruch College of the City University of New York: MBA in Finance and Investments, Member of the Beta Gamma Sigma Honor Society, 1982