Investment Firm Expert Witnesses
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Mr. Matthew Bishop, CPA, JD, CFP, ChFC
Florida
Mr. Matthew B. Bishop Sr. has over 30 years of experience in the fields of Tax Law, Finance, and Accounting. He earned BAs in Accounting and Finance from Florida State University and his JD from the University of Florida. Today, this expert is certified as Certified Financial Planner by the Certified Financial Planner Board of Standards, as well as a Chartered Financial Consultant and Chartered...
Real Estate Expert Witness
Nevada
This highly qualified expert is the owner of an independent commercial and investment real estate practice. His firm specializes in land acquisition for development and investment; retail, office and industrial site selection; tenant representation; and investment acquisition and counseling. This expert has extensive real estate ethics experience. From 2001 to 2007, he served as the President of...
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Dr. Philip Kurlander, MD
New York
Dr. Philip N. Kurlander has 30 years of experience in the field of Anesthesiology and 10 years of experience in Real Estate. He earned his BS from the State University of New York at Albany and his MD from Albany Medical College. He completed an internship in Internal Medicine at Mount Sinai Morningside and a residency in Anesthesiology at NewYork-Presbyterian/Columbia University Irving Medical...
Investment Management Expert Witness
Massachusetts
This expert has over 30 years of experience in investment management. He holds a BA in economics from Brandeis University and an MBA in finance and accounting from the University of California, Berkeley. Throughout his career managing portfolios and funds, he has bought and sold options and traded stocks, ETFs and mutual funds. As the former Managing Director and Portfolio Manager at Charles...
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Investment Firm Expert Witness FAQs
An investment firm expert witness provides insight and analysis on complex financial matters in legal cases. They can testify on securities, asset management, and other investment-related issues.
These experts are often needed in cases involving securities fraud, insider trading, breach of fiduciary duty, portfolio mismanagement, or disputes between investors and firms.
Yes, many investment firm expert witnesses have experience with hedge funds and can provide valuable insights into their operations, strategies, and associated risks.
They can analyze financial records, evaluate investment strategies used, assess risk management practices, and determine if there was any deviation from industry standards.
Yes, some may specialize in areas like private equity, venture capital, mutual funds, real estate investments, or retirement planning.
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