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Asset Management Expert Witnesses

Asset management is the method used to oversee and determine value from both the tangible and intangible objects under a group or individual’s control. Tangible objects include physical objects such as property or equipment, while intangible assets include financial assets, intellectual property, or human capital. Our asset management experts have deep knowledge of both of these types of assets, and specialize in topics that include:

  • Economics
  • Stock management
  • Field of trusts
  • Custody
  • Estate planning
  • Commercial real estate management
  • Lease audits and valuation
  • Stock markets
  • Macroeconomics
  • Acquisitions & development
  • Securities
  • Hedge funds
  • Property management
Our experts have worked at equity research firms, Charles Schwab, Bank of Montreal, investment realty firms, GameStop, and realty advising firms. These asset management experts have successfully testified for both plaintiffs and defense in a variety of cases, and are prolific international authors and lecturers. Their published works span topics that include, economics, fiduciary responsibility, portfolio management, mutual funds, tenant leases, commercial leases, asset pricing, and human resources.

Here are a few of our favorite Asset Management Expert Witnesses:

South Carolina Asset Management Expert #5052

I have 42 years of experience and specialize in the field of financial markets with specific knowledge in the areas of economics, bond management and stock management. I have published on such topics as economics, fiduciary responsibility and portfolio management. I have testified 8 times on topics such as fiduciary responsibility, portfolio management and securities.

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New York Asset Management Expert #10086

I have 20 years of experience and specialize in the field of financial services with specific knowledge in the areas of EFTs and equities, asset management and Salesforce.com customization.

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Illinois Asset Management Expert #11711

I have 20 years of experience and specialize in the field of trusts, brokerage, custody, office politics, group dynamics at work and organizational behavior with specific knowledge in the areas of asset management, estate planning, trust and will analysis and investment management services, and corporate trustee services. I have testified 15 times on topics such…

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New Jersey Asset Management Expert #27972

I have 24 years of experience and specialize in the field of asset management, with specific knowledge of mutual funds, hedge funds and private equity. I have published on such topics as global distribution of mutual funds.

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California Asset Management Expert #33375

I have 25 years of experience, and specialize in the field of commercial real estate management and brokerage with specific knowledge in the areas of operationsand leasing, CAM administration, lease audits and valuation, standard of care in the industry. I have published on such topics as negotiating tenant leases, due diligence and commercial lease pitfalls….

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Texas Asset Management Expert #33675

I have 17 years of experience and specialize in the field of real estate, with specific knowledge of property management, asset management and lease administration.

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Nevada Asset Management, Sales Expert #36773

I have 35 years of experience and specialize in the field of real estate, with specific knowledge of asset management, property management and sales.

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Asset Management Expert #37441

I have 21 years of experience, and specialize in the field of asset management with specific knowledge in the areas of stock markets, investor behavior and macroeconomics. I have published on such topics as investor sentiment, asset pricing, return predictability of higher-moment CAPM market models and UK stock returns. I hold a PhD in Accounting…

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Tennessee Asset Management, Acquisitions Expert #38729

I have 40 years of experience, and specialize in the field of commercial real estate with specific knowledge in the areas of property and asset management, acquisitions and development. I have published on such topics as leases and entitlements. I have testified on human resources and lease provisions.

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New York Asset Management Expert #41673

I have 24 years of experience and specialize in the field of finance, with specific knowledge of securities, hedge funds and asset management.

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Nevada Asset Management, Leasing, Sales Expert #43677

I have 32 years of experience, and specialize in the field of commercial real estate with specific knowledge in the areas of property management, leasing and sales.

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