Investment Expert Witnesses in New Hampshire
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Investment Experts in New Hampshire
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Investment Expert Witness
This expert is an investment professional with over 25 years of experience in the securities industry, including investment management responsibility, broker-dealer management, due diligence oversight for sophisticated products, financial analysis, and high net worth sales expertise. A graduate of Dartmouth College and the Kellogg Graduate School of Management at Northwestern University, he has worked in the financial services and investment advisory business for over twenty years. Beginning his professional career in 1984 as an Analyst with First Chicago, he was also associated with Wellington Management in Boston, where he served as a Vice President and worked in pension fund asset management. He has also worked as a private banker at Fleet Private Clients Group, where he assisted high net worth clients establish customized investment portfolios. In addition, this expert worked for over ten years as an executive at Chubb Securities and Chubb Life Insurance Company, where he managed institutional accounts and oversaw the direct investment in venture capital, real estate, and bonds and equities. Currently, this expert is the owner of a registered investment advisory firm, specializing in customized portfolio management for individuals and companies.
Principal and Uniform Investment Advisor, A registered investment advisory firm
Master of Business Administration (MBA), Northwestern University Kellogg Graduate School of Management
Portsmouth,
New Hampshire
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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.