Investment Firm Expert Witnesses in Massachusetts
We’ll help you retain an industry-leading Investment Firm expert
Find an expert witness near you
Average Investment Firm Expert Witnesses Court Fees
Review Fee
Deposition Fee
Court Fee
Investment Firm Experts in Massachusetts
See more Investment Firm Expert Witnesses
Investment Management Expert Witness
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 Schwab, he managed a $3.5B of mutual fund assets. In this role he was responsible for developing and implementing portfolio strategy, including asset allocation among multiple asset classes and selection of underlying funds. He then went on to serve as President and Chief Investment Officer for Adviser Partners, a boutique asset manager that manages equities and asset allocation products for advisers, financial institutions and family offices. He currently oversees the investment process, research activities and portfolio strategy for an investment firm in Boston, MA.
Chief Investment Strategist, An Investment Firm in MA
Master of Business Administration (MBA), University of California, Berkeley
Boston,
Massachusetts
Find Investment Firm Expert Witnesses In:
FAQs for Investment Firm Expert Witnesses
What is the role of an investment firm expert witness?
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.
In what types of cases might I need an investment firm expert witness?
These experts are often needed in cases involving securities fraud, insider trading, breach of fiduciary duty, portfolio mismanagement, or disputes between investors and firms.
Can an investment firm expert witness help with a case involving hedge funds?
Yes, many investment firm expert witnesses have experience with hedge funds and can provide valuable insights into their operations, strategies, and associated risks.
How can an investment firm expert witness assist in a financial malpractice case?
They can analyze financial records, evaluate investment strategies used, assess risk management practices, and determine if there was any deviation from industry standards.
Are there subspecialties within the field of investment firm expert witnesses?
Yes, some may specialize in areas like private equity, venture capital, mutual funds, real estate investments, or retirement planning.
How does Expert Institute select its Investment Firm expert witnesses?
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.