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See more Investment Expert WitnessesThis highly-qualified expert has nearly 15 years of experience in the financial services field, with his work involving financial planning, security valuation, portfolio management, insurance planning, and investment selection and transactions. He received his BS in psychology from the University of Michigan before earning his BBA from Michigan State University and recently went back to school to earn his MBA from the University of Michigan. He has formerly served as a financial advisor and the associate vice president of the KSG Group for Morgan Stanley before serving as the vice president for Fisher Investments. Currently, this expert is the owner of a small business consultancy in Michigan.
Owner, A small business consultancy
Master of Business Administration (MBA), University of Michigan
Troy,
Michigan
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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.