Investment Expert Witnesses in Massachusetts

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 began his career at J.P. Morgan before joining Citibank, where he eventually served as the Chief Investment Officer of the Global Private Bank overseeing a total of $20 billion in assets. In addition, he spent 11 years as the Chief Investment Officer of IBJ Schroder Bank and Trust, supervising 20 investment professionals serving private clients in the U.S. and Asia. The expert now supports attorneys, individuals, banks, investment advisors, broker-dealers, corporations, and the SEC in investment matters.

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 worked in the financial services and investment advisory business for over twenty years. Beginning his professional career in 1984 as an Analyst with First Chicago, he was also associated with Wellington Management in Boston, where he served as a Vice President and worked in pension fund asset management. He has also worked as a private banker at Fleet Private Clients Group, where he assisted high net worth clients establish customized investment portfolios. In addition, this expert worked for over ten years as an executive at Chubb Securities and Chubb Life Insurance Company, where he managed institutional accounts and oversaw the direct investment in venture capital, real estate, and bonds and equities. Currently, this expert is the owner of a registered investment advisory firm, specializing in customized portfolio management for individuals and companies.

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 analyst and loan officer at Manufacturers Hanover. His litigation consulting firm helps plaintiffs or defendants succeed in arbitration or court, with services including case evaluation, discovery recommendations, portfolio risk reports, damage calculations, expert reports, and expert testimony. He has represented both plaintiffs and defendants and has worked on both onshore and offshore litigations.

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 has contributed to various industry publications. Most recently, the expert served as a Senior Advisor for Prospect Capital Management. He was previously the Managing Director and Global Head of Strategic Business Development at Alphabridge Capital Management and also served as a Senior Vice President with WR Group Holdings. He began his career in various I-banking and private equity positions, including roles with Merrill Lynch and National Westminster Bank.

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 then an associate in mergers and acquisitions at Rothschild Inc. Subsequently, this expert took on many leadership roles in mergers and acquisitions, including as vice president at Prudential Securities Inc., director at UBS Investment Bank, and managing director at RBC Capital Markets. He has also served as managing director of energy and natural resources at BNP Paribas and chief financial officer at ZaZa Energy Corporation. Currently, this expert is the founder and group head of an energy and infrastructure-focused banking firm based in New York and Texas.