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Steve Pomerantz, PhD

Affiliate Advisor

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Expertise

Dr. Steve Pomerantz is an accomplished expert in investment research, investment management, and capital markets. He has testified extensively in investments and securities-related matters in various jurisdictions, including both at deposition and trial.

Prior to becoming a consultant, Dr. Pomerantz worked in the investment management industry for more than 30 years. Dr. Pomerantz held vice president positions in some of the largest investment banks, including Bank of America, Morgan Stanley, Citibank, and Nomura Securities as well as numerous investment management firms. Throughout his career in this industry, Dr. Pomerantz directed quantitative research on equities, fixed income securities, alternative investments, and asset allocation.

Dr. Pomerantz holds a PhD in mathematics from the University of California at Berkeley. He has held numerous NASD licenses, including the Series 3, 7, 24, and 63; and is also an NASD-trained arbitrator

Dr. Pomerantz applies his industry experience and strong training and background in economics and statistics to the evaluation of investment decisions, risk and performance.

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