Investment Firm Expert Witnesses in Massachusetts
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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...
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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