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Investment Management Expert Witnesses

The management of various securities and other assets by finance professionals is known as investment management. These assets include bonds, shares, securities, real estate, and more. Our investment management experts have worked as securities professionals, finance executives, hedge fund professionals, banking professionals, to name a few. These experts specialize in:

  • Derivatives
  • Corporate finance
  • Investments
  • Investment Company Act of 1940
  • FAS 157
  • Risk management
  • Investment compliance
  • Data management
  • Valuation
  • Investment strategies
  • Retirement planning
  • The stock market
  • Market microstructure
  • Mutual funds
  • Fiduciary duty
  • Investment-related damages
  • Tax shelters
  • Stock picking
  • Short-selling
With hundreds of years of combined experience, our investment 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 investment performance, price behavior, corporate strategy, liquidity in long-dates options, compliance and trading, economics, equity research, investment licensing, and global capital.

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

New York Portfolio Management Expert #1831

This sample expert is a founding partner of a comprehensive wealth management company. Currently principal and portfolio manager of the firm.

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California Investment Management Expert #6348

I have 25 years of experience, and specialize in the field of investment management with specific knowledge in the areas of stock picking, hedging and short-selling. I have published on such topics as hedging, risk management and the macroeconomy. I have testified on valuing privately held companies, and analyzing financial statements. I have launched and…

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New Jersey Investment Management Expert #7045

This sample expert has experience as a consultant and expert witness in economic and investment management consulting, economic damage assessment and litigation support on cases involving: investment management fees and practices; tax shelters; securities and investment-related damages.

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Connecticut Investment Management Expert #7448

I have 35 years of experience and specialize in the field of investment management with specific knowledge in the area of fiduciary duty, suitability and standards of care. I have testified 50 times on topics such as fiduciary duty, mutual funds, hedge funds, standards of care, investment research and structured finance.

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Tennessee Investment Management Expert #8279

I have 35 years of experience and specialize in the field of investment management and investment banking with specific knowledge in the areas of mutual funds, separate account management, and mergers and acquisitions. I have published on such topics as global economy, global capital and international equity markets, and US domestic stock markets. I have…

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New Jersey Investment Management, Credit Expert #14862

I have 20 years of experience in the field of investment management, with specific knowledge of operations, accounting, and investment technology.

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California Investment Management Expert #15029

I have 20 years of experience and specialize in the field of investment management with specific knowledge in the areas of stocks, bonds and mutual funds. I have published on such topics as economics, equity research and investment licensing. I have testified on investment management, compliance and trading.

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Massachusetts Investment Management Expert #17708

I have 15 years of experience in the field of investment management, with specific knowledge of the stock market, retirement planning and investment strategies. I have published on such topics as corporate strategy, mergers and acquisitions.

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Massachusetts Investment Management Expert #22502

I have 8 years of experience, and specialize in the field of investment management consulting and audit with specific knowledge in the areas of business process and systems assurance (front, middle, and back office), valuation, data management, investment compliance, risk management, FAS 157, and the Investment Company Act of 1940.

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Oregon Investment Management Expert #22864

I have 17 years of experience, and specialize in the field of finance, with specific knowledge of derivatives, investments and corporate finance. I have published on such topics as risk management, price behavior and investment performance.

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New York Investment Management Expert #23076

I have 40 years of experience in the field of investment management with specific knowledge in the areas of portfolio management, trading and presentations. I have testified on risk of covered and naked options, and investment management timing.

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Massachusetts High Frequency Trading Expert #16377

This sample expert has over 15 years of experience, and specializes in the field of finance with specific knowledge in the areas of market microstructure, mutual funds and hedge funds. Published on such topics as MiFID, liquidity in long-dated options and futures and mutual fund end-of-quarter return manipulation.

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South Carolina Investment Management Expert #29937

I have 17 years of experience and specialize in the field of investment management, with specific knowledge of private equity, public equity and fund management.

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Pennsylvania Investment Management Expert #34059

I have 18 years of experience in the field of financial advising, with specific knowledge in the areas of stocks, bonds, and mutual funds.

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California Investment Management Expert #34256

I have 17 years of experience and specialize in the field of investment management, securities trading and valuation, and creating compensation plans with specific knowledge in the areas of compensation structures, suitability and valuation. I have published on such topics as structuring private placements, sales practices and managing risk. I have testified on sales practices,…

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Oregon Investment Management Expert #34478

I have 25 years of experience in the field of investment management, with specific knowledge in the areas of fixed income, securities analysis, and portfolio management, foundations and trusts, and mutual fund management.

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Maine Investment Management Expert #45260

I have 30 years of experience and specialize in the field of investment management with specific knowledge in the areas of mutual and hedge fund operations, mutual and hedge fund distribution, and investment company and Investment Advisors Act compliance, policies and procedures. I have testified on commodity pool operational procedures.

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