Investment Expert Witnesses in North Carolina
We’ll help you retain an industry-leading Investment expert
Find an expert witness near you
Average Investment Expert Witnesses Court Fees
Review Fee
Deposition Fee
Court Fee
Find Investment Expert Witnesses in nearby states
Commercial Mortgage Asset Management Expert Witness
Review Fee $250/hrDeposition Fee $350/hrThis 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 Administrator at the Federal Asset Disposition Association. He then worked as a Contract Specialist at Resolution Trust Corporation before becoming a Director at Kilburn-Young Asset Management Corp. From there, this expert worked as the Vice President of Portfolio Management at CapMark Services LP, where he was responsible for negotiation of servicing and asset management agreements, determination of scopes of work, deal implementation, oversight of complex borrower requests and managing a staff of real estate and portfolio management professionals. For the most recent 15 years, this expert worked as the Vice President and Head of Servicing at Voya Investment Management, where he was responsible for the servicing, administration, and surveillance of commercial real estate mortgage loan portfolios totaling $12+ billion. Currently, he provides consulting services to the commercial lending industry.
Vice President & Head of Servicing, An investment management firm
Bachelor of Science (BS), Georgia State University
Atlanta,
Georgia
Find Investment Expert Witnesses In:
What Can an Investment Expert Witness Opine On?
Portfolio Diversification
Spreading investments to reduce risk.
Asset Allocation
Distributing assets among different categories.
Market Analysis
Evaluating market conditions for investment decisions.
Investment Research
Analyzing potential investment opportunities.
Risk Assessment
Evaluating potential risks in investments.
Performance Monitoring
Tracking investment performance over time.
FAQs for Investment Expert Witnesses
What is a investment expert witness?
An investment expert witness is a finance professional who explains complex investment issues in legal cases. They assist by reviewing records, giving opinions, testifying, and clarifying investment disputes.
What types of cases may benefit from the expertise of an investment expert witness?
Investment expert witnesses support securities fraud, broker misconduct, suitability, breach of fiduciary duty, portfolio mismanagement, valuation, and complex investment dispute cases.
How should counsel evaluate the credentials of an investment expert witness?
Counsel should evaluate an investment expert witness by reviewing their education, licenses, industry experience, prior testimony, publications, and case-specific investment expertise.
How can an investment expert witness assist in quantifying alleged investment losses?
An investment expert witness can quantify alleged investment losses by analyzing account records, market data, and benchmarks to calculate accurate, supportable damages figures.
What factors determine the appropriate scope of testimony for an investment expert witness?
The appropriate scope of testimony for an investment expert witness depends on their specific expertise, case issues, relevant regulations, and the evidence and methodologies they can reliably support.
What is Expert Institute’s process for selecting investment expert witnesses?
Expert Institute delivers a tailored approach to connect you with top-tier experts. We identify actively practicing professionals who meet your exact criteria for specialty, experience, litigation background, fee structure, credentials, location, and more.