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See more Investment Expert WitnessesThis experienced finance professional has background in portfolio and trust management, mutual funds, and hedge funds over a 45-year career. He earned his B.S. from the University of Pennsylvania and his M.B.A. in Finance from Harvard University. He holds several industry credentials; the expert is a Registered Investment Advisor, a Chartered Financial Analyst, and a FINRA Arbitrator. The expert began his career at J.P. Morgan before joining Citibank, where he eventually served as the Chief Investment Officer of the Global Private Bank overseeing a total of $20 billion in assets. In addition, he spent 11 years as the Chief Investment Officer of IBJ Schroder Bank and Trust, supervising 20 investment professionals serving private clients in the U.S. and Asia. The expert now supports attorneys, individuals, banks, investment advisors, broker-dealers, corporations, and the SEC in investment matters.
President, Registered Investment Advisor for Private Clients & Litigation Consultancy
Master of Business Administration (MBA), Harvard University
Weston,
Connecticut
This C-level financial executive has 35+ years of experience in investment banking, capital markets, private equity, and business development. He is an expert in the global alternative investment industry with a BS from Boston University, an MBA from Stern at NYU, and the Level I CAIA certification. He is also a regular speaker on the international alternative investments conference circuit and has contributed to various industry publications. Most recently, the expert served as a Senior Advisor for Prospect Capital Management. He was previously the Managing Director and Global Head of Strategic Business Development at Alphabridge Capital Management and also served as a Senior Vice President with WR Group Holdings. He began his career in various I-banking and private equity positions, including roles with Merrill Lynch and National Westminster Bank.
Investment Consultant, Independent
Master of Business Administration (MBA), Stern School of Business, New York University
Madison,
Connecticut
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FAQs for Investment Expert Witnesses
What is the role of an investment expert witness in a legal case?
An investment expert witness provides specialized knowledge on financial markets, securities, and investment strategies. They can offer insight into complex financial matters, helping courts understand the nuances of a case.
What types of cases might require an investment expert witness?
Cases involving securities fraud, insider trading, breach of fiduciary duty, portfolio mismanagement, or disputes between investors and brokers often require the expertise of an investment expert witness.
Can an investment expert witness help with cases related to cryptocurrency investments?
Yes, many investment experts are knowledgeable about cryptocurrencies and blockchain technology. They can provide valuable insights in cases involving digital asset investments.
What subspecialties exist within the field of investment expert witnesses?
Subspecialties include hedge funds, private equity, real estate investments, commodities trading, and retirement planning among others. The right subspecialty depends on the specifics of your case.
How does an investment expert witness analyze market trends and their impact on a case?
Investment experts use various analytical tools and methodologies to evaluate market trends. They consider factors like economic indicators, industry data, and company performance to form their analysis.
How does Expert Institute select its Investment 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.