EXPERT WITNESS SPECIALTY INDEX
What State is your case in?
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 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...
Financial Analysis & Assessments Expert Witness | Connecticut
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 Witness | 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 Witness | 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...
Commercial Mortgage Asset Management Expert Witness | Georgia
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...
Trust Administration Expert Witness | Wyoming
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...
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...
Mr. Walker Thomas Ford, BSEE, MBA
Mr. Walker Ford has over 15 years of experience in Engineering, Hardware Design, and Software Development. He earned his Bachelor of Science in Electrical Engineering from the University of Utah and his MBA from Brigham Young University. Formerly, this expert served as an Engineering Manager at both Goal Zero, LLC and Artis, as a Chief Technology Officer at Elios, and then as a Senior Staff...
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