EXPERT WITNESS SPECIALTY INDEX
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Alternative Investment Management Expert Witness | Connecticut
This C-level financial executive has 35+ years of experience in investment banking, capital markets, private equity, and business development. He is an expert in the global alternative investment industry with a BS from Boston University, an MBA from Stern at NYU, and the Level I CAIA certification. He is also a regular speaker on the international alternative investments conference circuit and...
Investment Management Expert Witness | Massachusetts
This expert has over 30 years of experience in investment management. He holds a BA in economics from Brandeis University and an MBA in finance and accounting from the University of California, Berkeley. Throughout his career managing portfolios and funds, he has bought and sold options and traded stocks, ETFs and mutual funds. As the former Managing Director and Portfolio Manager at Charles...
Mergers & Acquisitions and Bankruptcy & Insolvency Expert Witness | New York
Education: AB, Economics, Lafayette College; M.S., Accountancy, NYU Stern; A.P.C., Investment Management, NYU Stern Professional certifications: CPA; Chartered Financial Analyst (CFA); AICPA-Accredited, Business Valuation (ABV); AICPA-Certified in Financial Forensics (CFF); Certified Fraud Examiner (CFE): Certified Management Accountant (CMA); Certified Insolvency & Restructuring Advisor...
Investment Risk Management Expert Witness | Massachusetts
This highly qualified expert has over 30 years of experience in the field of risk management and insurance and asset management. He earned his BA in the history of science and his MBA in finance from the University of Chicago Graduate School of Business. He is very active in his field as a member of several professional societies including the Professional Risk Managers International Association,...
Real Estate Expert Witness | Nevada
This highly qualified expert is the owner of an independent commercial and investment real estate practice. His firm specializes in land acquisition for development and investment; retail, office and industrial site selection; tenant representation; and investment acquisition and counseling. This expert has extensive real estate ethics experience. From 2001 to 2007, he served as the President of...
Investment Banking and Leveraged Finance Expert Witness | Connecticut
This highly-qualified expert has nearly 30 years of experience in the field of investment banking and leveraged finance, specializing in arranging debt financing primarily for leveraged buyouts, mergers and acquisitions, refinancings, recapitalizations and rescue financings. He earned his BS in computer science from Columbia University and his MBA in finance and international business from the...
Investment Banking Expert Witness | New Jersey
This expert has over 40 years of experience in every area of investment banking, including Mergers and Acquisitions (including LBOS and recapitalizations), Fairness Opinions, Adequacy Opinions, Solvency Opinions, Valuations, Damage Issues, Fiduciary Issues, Advice to Special Committees of Boards and Trustees, Due Diligence and Disclosure Issues, Financing of debt and equity both public and...
Retail Finance and Merchandising Expert Witness | New Jersey
This expert has more than 20 years of experience as a retail executive (Senior VP, Executive VP, Merchandise VP, and President) with Macy's, Bloomingdales, the U.S. division of a major dutch retailer Steinbach, and more. He has also spent 18 years as a financial advisor, equity analyst, and investment banker. He earned a BS in Retail Management/Marketing from Drexel University and has authored...
Asset Management Expert Witness | Illinois
This expert has over 30 years of experience in asset management. He earned his BS in industrial and operations engineering from the University of Michigan before earning his MBA from Harvard University. He is licensed by the National Futures Association in national commodity futures and is a member of the National Futures Association Hearing Committee. Throughout his career, he has held multiple...
Mergers & Acquisitions, Investment Banking, and Corporate Valuation Expert Witness | New York
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...
Dr. Rustin Thomas Yerkes, CFA, CFP, FRM, PhD
Dr. Rustin T. Yerkes has 23 years of experience in Finance and Economics. He earned his BS in Economics and Operations Research from the United States Air Force Academy, his MBA in Finance from Auburn University Montgomery, and his Ph.D. in Finance and Economics from the University of Alabama. Today, this expert is certified as a Financial Risk Manager by the Global Association of Risk...
Dr. Philip Nathan Kurlander, MD
Dr. Philip N. Kurlander has 30 years of experience in the field of Anesthesiology and 10 years of experience in Real Estate. He earned his BS from the State University of New York at Albany and his MD from Albany Medical College. He completed an internship in Internal Medicine at Mount Sinai Morningside and a residency in Anesthesiology at NewYork-Presbyterian/Columbia University Irving Medical...
Mr. Matthew Brian Bishop Sr, CFP, ChFC, CPA, JD
Mr. Matthew B. Bishop Sr has over 30 years of experience in the fields of Tax Law, Finance, and Accounting. He earned BAs in Accounting and Finance from Florida State University and his JD from the University of Florida. Today, this expert is certified as Certified Financial Planner by the Certified Financial Planner Board of Standards, as well as a Chartered Financial Consultant and Chartered...
Dr. Paul Alan Gompers, PhD
Dr. Paul A. Gompers has 32 years of experience in Economics, Venture Capital, and Private Equity. He earned his BA in Biology from Harvard University, his MS in Economics from the University of Oxford, and his Ph.D. in Business Economics from Harvard University. Formerly, this expert served as a Researcher at Bayer AG, as an Assistant Professor of Business Administration at the University of...
February 3, 2020
This case involves a capital market investment adviser who was working for a financial services company that sold non-traded REITs to clients. The...Read more
February 3, 2020
This case involves a hedge fund portfolio manager who was the founder and partner at a capital market investment advisory firm. The portfolio manager...Read more
February 3, 2020
This case involves aRead more
April 12, 2019
This case involves alleged breaches of fiduciary duty under ERISA for participants in 403(b) retirement plans. Plaintiffs claimed that the defendant...Read more
April 11, 2019
This case involves a dispute regarding the management of employee 401(k) profit sharing retirement plans. An investment advisory firm was tasked with...Read more
April 11, 2019
This case involves a railroad company that hired a financial advisor to support a project to develop a high-speed bullet train. To develop the...Read more