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Investments Expert Witnesses

Investments are made in order to generate financial benefits in the future, and riskier investments tend to yield higher returns. Investments experts play an important role when it comes to litigation within the financial industry, as there are compliance concerns, regulations to adhere to, and codes to be conscious of. Our investment experts have worked as hedge fund managers, finance executives, investment consultants, professors of finance, compliance professionals, wealth managers, to name a few. These experts specialize in:

  • Estate planning
  • Retirement plans
  • Trusteeship
  • Accounting
  • Compliance
  • Human resources
  • Equities
  • Fixed-income
  • Mortgage-backed securities
  • Hedge funds
  • Financial markets
  • Private client management
  • Banking
  • Option investment strategies
  • Stock selection
  • Distressed debt
With hundreds of years of combined experience, our investment 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 small business retirement plans, IRA planning, long-term investment, passive investment, misuse of statistics, stochastic models, misleading models, portfolio performance, market timing, suitability, and foreign exchange.

Here are a few of our favorite Investments Expert Witnesses:

California Investments, Apartments Expert #30714

I have 17 years of experience, and specialize in the field of real estate with specific knowledge in the areas of commercial, residential and real estate owned transactions. I have published on such topics as investment trends and real estate owned investing.

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Illinois Investments, Securities Expert #47421

I have 15 years of experience, and specialize in the field of investments and securities with specific knowledge in the areas of churning, suitability and RIA activities. I have published on such topics as risk management, compliance and supervision. I have testified 10 times on topics such as suitability, fiduciary duty and RIA activities. I…

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Washington Psychology, Investments Expert #31153

I have 13 years of experience, and specialize in the field of finance with specific knowledge in the areas of investments, institutional investors and individual investors. I have published on such topics as behavioral finance, investor behavior and corporate finance.

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Minnesota Trust, Planning, Investments Expert #48433

I have 25 years of experience, and specialize in the field of estate planning with specific knowledge in the areas of business succession planning, fiduciary liability and fiduciary income tax. I have published on such topics as business succession planning, fiduciary income tax and asset protection planning. I have testified on fiduciary liability, attorney malpractice…

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Colorado Investments Expert #730

I have 25 years of experience and specialize in the field of investments with specific knowledge in the areas of hedge funds, securities fraud and structured finance. I have published on such topics as investments, investing in hedge funds and financial portfolio management. I have testified 15 times on topics such as hedge funds, securities…

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California Investments Expert #31319

I have 38 years of experience, and specialize in the field of investments with specific knowledge in the areas of fixed income and distressed debt. I have published on such topics as distressed debt.

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Texas Investments, Stocks, Retirement Expert #2973

I have 31 years of experience, and specialize in the field of investments with specific knowledge in the areas of stocks, asset allocation and alternative investments.

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New York Investments, Securities, Options Expert #31861

I have 20 years of experience, and specialize in the field of securities regulation with specific knowledge in the areas of program trading, derivatives and equities. I have published on such topics as markets, numerous reports on trading violations and referred B/D for disciiplinary action. I was an expert and participant in developing procedures and…

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California Investments, Options, Ethics Expert #9421

I have 20 years of experience in the field of investments, with specific knowledge of hedge funds, stock selection, and portfolio management and option investment strategies. I have published on such topics as option investment strategies, hedged investment strategies, and damages calculation methodologies. I have testified on damages due to portfolio losses, management of an…

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Pennsylvania Securities, Banking, Investments Expert #33808

I have 23 years of experience in the field of financial management and brokerage, with specific knowledge in the areas of banking, private client management, and financial markets.

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New York Hedge Funds, Investments Expert #11848

I have 30 years of experience, and specialize in the field of securities and financial markets with specific knowledge in the areas of hedge funds, mortgage backed securities and foreign exchange. I have published on such topics as hedge funds, risk management and foreign exchange. I have testified 20 times on topics such as hedge…

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New York Investments Expert #34175

I have 25 years of experience in the field of finance, with specific knowledge in the areas of investing, equities and fixed-income. I have published on such topics as convertible bonds, dividend policy and market timing. I have testified on suitability, churning and market timing.

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