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

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New York

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 WitnessView profile


Real Estate Expert Witness

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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

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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 WitnessView profile


Investment Management Expert Witness

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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...

Investment Firm Expert Witness FAQs

What is the role of an investment firm expert witness?

An investment firm expert witness provides insight and analysis on complex financial matters in legal cases. They can testify on securities, asset management, and other investment-related issues.

In what types of cases might I need an investment firm expert witness?

These experts are often needed in cases involving securities fraud, insider trading, breach of fiduciary duty, portfolio mismanagement, or disputes between investors and firms.

Can an investment firm expert witness help with a case involving hedge funds?

Yes, many investment firm expert witnesses have experience with hedge funds and can provide valuable insights into their operations, strategies, and associated risks.

How can an investment firm expert witness assist in a financial malpractice case?

They can analyze financial records, evaluate investment strategies used, assess risk management practices, and determine if there was any deviation from industry standards.

Are there subspecialties within the field of investment firm expert witnesses?

Yes, some may specialize in areas like private equity, venture capital, mutual funds, real estate investments, or retirement planning.

How does Expert Institute select its Investment Firm expert witnesses?

Expert Institute offers a personalized approach to help you find the highest quality experts. We source actively-practicing professionals who match all your requirements for specialty areas, work experience, litigation history, fee range, certifications, location, and more.

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