Investment Firm Expert Witnesses

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Investment firm expert witnesses practice in a variety of fields, including financial services, securities and investments, asset management, hedge funds, and private equity. Some of the most common specialties for these expert witnesses also include portfolio management, investment strategy, risk management, fiduciary duties, and financial regulation. They can opine on the effects of market volatility, investment strategies, regulatory compliance issues, fiduciary breaches, and financial fraud.

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Philip Nathan Kurlander, MDView profile

ID: 822146

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...

Real Estate Expert Witness | NevadaView profile


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...

Matthew Brian Bishop Sr, CFP, ChFC, CPA, JDView profile

ID: 6255076

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...

Investment Management Expert Witness | MassachusettsView profile


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...

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