Investment Firm Expert Witnesses in Florida

View our Expert Witness Directory

Investment firm expert witnesses practice in a variety of fields, including financial services, securities and investments, asset management, hedge funds, and private equity. Some of the most common specialties for these expert witnesses also include portfolio management, investment strategy, risk management, fiduciary duties, and financial regulation. They can opine on the effects of market volatility, investment strategies, regulatory compliance issues, fiduciary breaches, and financial fraud.

Find an expert witness near you

Select your state

What party are you representing?

Matthew Brian Bishop Sr, CFP, ChFC, CPA, JDView profile

ID: 6255076

Mr. Matthew Brian Bishop Sr, CFP, ChFC, CPA, JD

location icon

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...

Specialties:

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.

Expert Institute offers a personalized approach to help you find the highest quality experts. We source actively-practicing professionals who match all your requirements for specialty areas, work experience, litigation history, fee range, certifications, location, and more.

Connect with the Investment Firm expert witness you need to win your case

Close Icon

Your information will not be shared. View our privacy policy.