This expert has extensive experience in mergers, acquisitions, and corporate governance. He earned his BSBA in business from the University of Tulsa, his MBA with a concentration is finance from Northwestern University and his PhD in business administration from the Oklahoma State University. He has served as a strategic advisor at numerous locations including Goldman Sachs & Co, Citigroup, and Credit Suisse. He was also a managing director and the head of investment ...
This highly-qualified expert has extensive experience in the finance industry, with his work focusing on ERISA, fiduciary duty, FINRA and suitability, retirement plans, financial technology, and wealth management. He earned his BS in economics with concentrations in international business and money, banking, and finance from the State University of New York at Fredonia. He is a chartered retirement planning coordinator and has previously held Series 7, 31, 63, and 65 ...
This highly-qualified banking and finance expert has nearly 50 years of experience in the field. He earned his BA in economics from Pace University and completed graduate studies in finance at New York University. He currently holds a Series 65 registration and has previously held both Series 7 and 24 registrations. He is active in his field as a member of the executive advisory board for St. John's University's Department of Accounting and Taxation. For over 30 years, ...
This expert has over 40 years of experience in marketing across various industries, with experience in financial services, economic damages, restructuring, bankruptcy, and fiduciary duties. He earned his BS in business administration and management from Indiana University. He has worked as a business consultant since 1990 focused on sales, marketing, and project management. He has developed numerous marketing campaigns, as well as consulted with business clients in ...
This highly-qualified expert in bankruptcy law has over 15 years of experience in his field, with extensive experience in myriad commercial law matters, including bankruptcy, contract disputes, commercial loans, financial restructuring, fiduciary duties, fraudulent transfer law, corporate responsibility, leveraged buyouts, and securities. He earned his BA in business administration from the University of Miami and his JD from the University of Michigan Law School. He is ...
This expert is a senior-level investment manager with extensive experience in long/short equity investing. He is an expert in hedge fund strategies, securities selection, portfolio management and other investment-related issues. He has provided consulting, investment research and expert witness services to investment funds and law firms since 2004. He earned his masters in business administration from Harvard Business School and is currently a Senior Investment ...
This case involves an individual who suffered significant equity losses due to allegedly negligent capital market investment advice provided by the defendant firm. The plaintiff in Nevada initially established various securities accounts with the defendants. The plaintiff also established a discretionary, managed…
This case involves a hedge fund manager who suffered a traumatic brain injury while skiing. While her recovery after the accident was fast and seemingly complete, there were still questions about her ability to function at her previous level. These…
This case involves a licensed Alabama real estate broker who listed a property for sale. An appraisal of the property indicated a $4,000,000 valuation. The broker showed the property to a couple who were prospective buyers. The broker did not…
This case involves issues that stem from a divorce that took place in Arizona. After extensive premarital counseling, a custody agreement and child support agreement were determined through the court in Arizona, and a paternity test was run to establish…
This case involves alleged securities fraud and breach in fiduciary duty. The plaintiff is an investor who was working with a broker (an employee of a capital market asset management firm). The broker was managing a substantial fund but started…
This case involves a hedge fund portfolio manager who was the founder and partner at a capital market investment advisory firm. The portfolio manager authorized a client hedge fund to pay $7.5 million to purchase a basket of illiquid securities…
This case involves a Plaintiff who suffered significant equity losses while working with a private wealth manager. The Defendant provided investment advice, financial planning and other consulting services to investors. The plaintiff initially established various securities accounts with the defendants.…
A legal malpractice expert witness advises on a case involving the family of a nursing home negligence victim. Plaintiffs are the nieces and nephews — the only living relatives — of a woman who allegedly died as a result of…
A legal expert witness advises on a case involving an attorney who failed to disclose his interest in property to the client investing in it. The plaintiff owned an internet company in Vermont that was generating a great deal of…