EXPERT WITNESS SPECIALTY INDEX
What State is your case in?
Financial Services Expert Witness | Massachusetts
This expert has over 15 years of experience in financial services, consulting with Financial Advisors, Registered Investment Advisors, and Broker-Dealers.
Specialties:
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...
Specialties:
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...
Specialties:
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,...
Specialties:
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...
Specialties:
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...
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 moreFebruary 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 moreFebruary 3, 2020
This case involves a
Read moreApril 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 moreApril 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 moreApril 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