Expert Details
Electric Power Industry Management, Renewable Energy Transition, and Energy Market Regulation
ID: 740885
Florida, USA
Career spans the full spectrum of the electric power industry, from traditional fossil fuel generation to cutting-edge renewable energy and battery storage technologies. Early career roles in quantitative analysis and energy price forecasting established a strong technical foundation, complemented by the development of proprietary energy market modeling tools deployed commercially across the industry.
At the Principal level across multiple leading energy consulting firms, Expert has delivered market assessments, asset valuations, and regulatory strategies for electric utilities and IPPs operating in both regulated and deregulated electricity markets. As Managing Director at a major energy research and consulting division of a global financial data firm, he's held full P&L responsibility and led a team of over 100 professionals providing energy data and consulting services.
Since founding an independent energy consulting practice in 2004, Expert has led due diligence on multi-billion-dollar renewable energy and community solar acquisitions on behalf of private equity clients, evaluated battery storage investments, developed electric fleet vehicle charging strategies, and acted as CFO during offshore wind project development. He has also served as a state-appointed Auction Monitor within the PJM interconnection region, overseeing Standard Offer Service (SOS) procurement for multiple states — a role that reflects recognized expertise in competitive electricity markets and ISO/RTO structures.
In high-stakes regulatory and litigation contexts, he has served as a primary expert witness in major utility acquisition proceedings and contributed to the mitigation of a CA$12 billion financial crisis at a large hydroelectric facility on behalf of a provincial government. He is a trusted resource for matters involving energy market disputes, utility regulation, renewable energy transactions, and power industry litigation support.
Expert holds a Doctorate in Law & Policy, a Master of Business Administration (MBA), and a Bachelor of Science in Electrical Engineering (BSEE), and is a Certified Rate of Return Analyst.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 2018 | Degree: Doctorate | Subject: Law & Policy | Institution: Northeastern University |
| Year: 1993 | Degree: MBA | Subject: Finance | Institution: State University at Albany (SUNY) |
| Year: 1990 | Degree: BSEE | Subject: Electrical Engineering | Institution: Clarkson University |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2004 to Present | Employer: Undisclosed | Title: Principal | Department: |
Responsibilities:• Performed due diligence for acquisition of a community solar company (valued at over $1 billion) on behalf of a large private equity firm• Provided due diligence support for acquisition of a renewable energy company (valued at over $2 billion) on behalf of a large private equity firm • Serves as Auction Monitor and Technical Consultant, managing Standard Offer Service (SOS) procurement for Delaware • Acted as CFO during offshore wind project development |
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| Years | Employer | Title | Department |
| Years: 2013 to 2021 | Employer: The Liberty Consulting Group | Title: Executive Consultant | Department: |
Responsibilities:• Led key elements of mitigation of a CA$12 billion financial crisis of a major hydro station on behalf of a provincial government• Led the business case for a utility's acquisition of a major generating station, including serving as key expert witness, resulting in successful regulatory approval • Served as Auction Monitor and Technical Consultant, overseeing all Standard Offer Service (SOS) procurement for multiple states |
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| Years | Employer | Title | Department |
| Years: 2003 to 2004 | Employer: Platts Research & Consulting (S&P) | Title: Managing Director | Department: |
Responsibilities:• Held complete P&L responsibility for the consulting division, including information product support• Led an organization of over 100 direct and affiliated staff providing consulting subscription data services • Developed and implemented innovative energy information service products |
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| Years | Employer | Title | Department |
| Years: 1999 to 2003 | Employer: GenerSys Inc | Title: Principal | Department: |
Responsibilities:• Provided comprehensive energy industry (electric utility and IPP) management consulting services• Performed market assessments for asset valuation in support of asset deployment, acquisitions, and regulatory support • Designed and deployed specialized tools for managing energy risks and integrating multiple energy market models |
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| Years | Employer | Title | Department |
| Years: 1997 to 1999 | Employer: Hagler Bailly (PA Consulting) | Title: Principal | Department: |
Responsibilities:• Provided expert consulting services in electric utility management within the energy sector• Managed various initiatives related to deregulation, asset divestiture, and corporate reorganization • Created and implemented a custom emissions strategy financial model to optimize assets and shape regulatory policies |
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| Years | Employer | Title | Department |
| Years: 1990 to 1997 | Employer: Metzler/Navigant (Guidehouse) | Title: Senior Consultant | Department: |
Responsibilities:• Provided quantitative analysis for consulting engagements in the energy industry• Developed a custom energy price forecasting/dispatch model for commercial deployment • Performed research and qualitative assessments in support of consulting engagements |
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Additional Experience
| Expert Witness Experience |
|---|
| Substantial regulatory and litigation support experience in the energy sector. He has provided expert testimony before state regulatory bodies and the Federal Energy Regulatory Commission (FERC). Notable engagements include serving as the key expert witness in support of a utility's acquisition of a major fossil fuel generating station, a matter that required navigating complex regulatory proceedings and ultimately resulted in successful approval. He has also served in a long-term capacity as a state-appointed Auction Monitor within the PJM interconnection region, providing ongoing technical consulting and testimony related to Standard Offer Service (SOS) procurement processes for multiple states. Additionally, he contributed to the mitigation of a multi-billion-dollar financial crisis involving a large hydroelectric project, working on behalf of a provincial government in a high-stakes regulatory and financial context. |
Career Accomplishments
| Associations / Societies |
|---|
| Member, MENSA |
| Licenses / Certifications |
|---|
| Certified Rate of Return Analyst (SURFA) |
| Publications and Patents Summary |
|---|
| Expert is a published children's book author. He has also developed proprietary custom energy price forecasting, dispatch, and emissions strategy financial models used for commercial deployment. |
Fields of Expertise
Energy Transition, electric power, Renewable Energy, battery storage, Offshore Wind, Community Solar, Asset Valuation, Power Market Assessment, Energy Price Forecasting, Power Purchase Agreement (PPA), ISO/RTO, PJM Auction Monitor, Standard Offer Service (SOS) Procurement, FERC, State Regulations, Utility Regulation & Compliance, Electric Utility, Independent Power Producer (IPP), Deregulation, Utility Cybersecurity, Electric Fleet Vehicle Charging, Hydro Power, Energy Storage Investment, Energy Market Modeling, Rate of Return Analysis, Energy Law & Policy, Fossil Fuel to Renewable Transition, Clean Energy, Grid Modernization, Energy Infrastructure, Energy Project Finance, Electricity Markets, Competitive Energy Markets, Capacity Markets, Interruptible Utility Rates, energy-efficient power utility resource planning, risk analysis, financial analysis, operational auditing