Investment Expert Witnesses in New York

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Investment expert witnesses specialize in a variety of fields, including finance, securities, real estate, business valuation, and economics. Some of the most common specialties among investment expert witnesses include portfolio management, financial planning, risk assessment, asset allocation, and capital markets. They have provided opinions on the effects of market volatility, investment strategies, fiduciary duties, financial fraud, and regulatory compliance.

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Average Investment Expert Witnesses Court Fees

Review Fee

Deposition Fee

Court Fee

Investment Experts in New York

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Review Fee $550/hr
Deposition Fee $550/hr
Court Fee $550/hr

This seasoned expert witness has 29 years of financial exxperience. He has a broad and deep background in various dimensions of financial services and investment management. He has worked as a senior investment analyst and portfolio manager at Arden Asset Management and Guggenheim Partners, a senior risk officer at Bear Stearns, a convertible arbitrage salesman at Murphy & Durieu, and a credit analyst and loan officer at Manufacturers Hanover. His litigation consulting firm helps plaintiffs or defendants succeed in arbitration or court, with services including case evaluation, discovery recommendations, portfolio risk reports, damage calculations, expert reports, and expert testimony. He has represented both plaintiffs and defendants and has worked on both onshore and offshore litigations.

Principal, A hedge fund management consulting firm

Master of Business Administration (MBA), University of Chicago

Staten Island,

New York

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This highly qualified expert has nearly 30 years of experience in the fields of mergers and acquisitions, investment banking, and corporate valuation, with additional specialization in energy, natural resources, and infrastructure sectors. After earning his BA from the University of North Carolina, Chapel Hill, he went on to become an analyst in corporate finance at Wheat First Butcher Singer and then an associate in mergers and acquisitions at Rothschild Inc. Subsequently, this expert took on many leadership roles in mergers and acquisitions, including as vice president at Prudential Securities Inc., director at UBS Investment Bank, and managing director at RBC Capital Markets. He has also served as managing director of energy and natural resources at BNP Paribas and chief financial officer at ZaZa Energy Corporation. Currently, this expert is the founder and group head of an energy and infrastructure-focused banking firm based in New York and Texas.

Founder & Group Head, An energy and infrastructure-focused banking firm in NY/TX

Bachelor of Arts (BA), The University of North Carolina, Chapel Hill

New York

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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.

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