Investment Expert Witnesses

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Investment expert witnesses specialize in a variety of fields, including finance, securities, real estate, business valuation, and economics. Some of the most common specialties among investment expert witnesses include portfolio management, financial planning, risk assessment, asset allocation, and capital markets. They have provided opinions on the effects of market volatility, investment strategies, fiduciary duties, financial fraud, and regulatory compliance.

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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...

Investment Banking Expert WitnessView profile


Investment Banking Expert Witness

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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...

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...

Financial Analysis & Assessments Expert WitnessView profile


Financial Analysis & Assessments Expert Witness

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This experienced finance professional has background in portfolio and trust management, mutual funds, and hedge funds over a 45-year career. He earned his B.S. from the University of Pennsylvania and his M.B.A. in Finance from Harvard University. He holds several industry credentials; the expert is a Registered Investment Advisor, a Chartered Financial Analyst, and a FINRA Arbitrator. The expert...

Investment Expert WitnessView profile


Investment Expert Witness

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New Hampshire

This expert is an investment professional with over 25 years of experience in the securities industry, including investment management responsibility, broker-dealer management, due diligence oversight for sophisticated products, financial analysis, and high net worth sales expertise. A graduate of Dartmouth College and the Kellogg Graduate School of Management at Northwestern University, he has...

Finance Expert WitnessView profile


Finance Expert Witness

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New York

This seasoned expert witness has 29 years of financial exxperience. He has a broad and deep background in various dimensions of financial services and investment management. He has worked as a senior investment analyst and portfolio manager at Arden Asset Management and Guggenheim Partners, a senior risk officer at Bear Stearns, a convertible arbitrage salesman at Murphy & Durieu, and a credit...

Alternative Investment Management Expert WitnessView profile


Alternative Investment Management Expert Witness

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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...

Commercial Mortgage Asset Management Expert WitnessView profile


Commercial Mortgage Asset Management Expert Witness

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This highly qualified expert has over 25 years of experience in the commercial real estate finance industry and his expertise includes real estate asset management, mortgage loan servicing, risk assessment and mitigation and relationship management. After receiving his bachelor's degree in Business Administration and Finance from Georgia State University, this expert went on to be a Contract...

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...

Trust Administration Expert WitnessView profile


Trust Administration Expert Witness

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This expert has nearly 20 years of legal and trust administration experience. She gained her JD from Willamette College of Law and is licensed to practice in Wyoming. She served as an attorney at James H. Jordan PC, an attorney for Austin Law Office, and an assistant vice president and trust administrator in the investment management and trust division at ANB Bank.Currently she is an attorney...

Financial Services Expert WitnessView profile


Financial Services Expert Witness

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This highly-qualified expert has nearly 15 years of experience in the financial services field, with his work involving financial planning, security valuation, portfolio management, insurance planning, and investment selection and transactions. He received his BS in psychology from the University of Michigan before earning his BBA from Michigan State University and recently went back to school to...

Investment Risk Management Expert WitnessView profile


Investment Risk Management Expert Witness

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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,...

Mergers & Acquisitions, Investment Banking, and Corporate Valuation Expert WitnessView profile


Mergers & Acquisitions, Investment Banking, and Corporate Valuation Expert Witness

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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...

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Investment Expert Witness FAQs

An investment expert witness provides specialized knowledge on financial markets, securities, and investment strategies. They can offer insight into complex financial matters, helping courts understand the nuances of a case.

Cases involving securities fraud, insider trading, breach of fiduciary duty, portfolio mismanagement, or disputes between investors and brokers often require the expertise of an investment expert witness.

Yes, many investment experts are knowledgeable about cryptocurrencies and blockchain technology. They can provide valuable insights in cases involving digital asset investments.

Subspecialties include hedge funds, private equity, real estate investments, commodities trading, and retirement planning among others. The right subspecialty depends on the specifics of your case.

Investment experts use various analytical tools and methodologies to evaluate market trends. They consider factors like economic indicators, industry data, and company performance to form their analysis.

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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