Financial Services Expert Witness

Financial Advisor, Morgan Stanley

Master of Business Administration (MBA), University of Michigan

(***)***-****

Michigan

Comprehensive expert on expert witnesses: Access detailed litigation history and performance metrics.

Expert Qualifications

This 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.

Fee Data

$250/hr

Review Fee

$275/hr

Deposition Fee

$300/hr

Court Fee

Disclaimer - These hourly rates reflect the most recent fees we have on record for this expert. Please note that these fees are subject to change, and we recommend verifying the current rates before engaging the expert.

Litigation History

Case Reviews

Testimonies

Depositions

Work History

Status

Job Title/Role

Department/Division

Organization

Current

Owner

—

A small business consultancy

Former

Vice President

—

Fisher Investments

Former

Associate Vice President

—

Morgan Stanley

Former

Financial Advisor

—

Morgan Stanley

Education

Degree

Institution

Major

Master of Business Administration (MBA)

University of Michigan

—

Bachelor of Business Administration (BBA)

Michigan State University

—

Bachelor of Science (BS)

University of Michigan

Psychology

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