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Investment Management Expert #7045

This sample expert has experience as a consultant and expert witness in economic and investment management consulting, economic damage assessment and litigation support on cases involving: investment management fees and practices; tax shelters; securities and investment-related damages; investment performance and suitability; event studies; asset allocation analysis and options; derivatives and swap valuation.

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Areas of Finance expertise

  • Risk Management
  • Trust Management
  • Investment Suitability
  • Derivative Valuation
  • Investment Strategy Analysis
  • Economic Damages
  • Tax Shelters
  • Mutual Funds and Investment Industry Practice

Educational backgroud

  • Bachelor of Arts in Mathematics from Queens College of the City University of New York
  • Ph.D. in Mathematics from the University of California at Berkeley

Experience in field

Qualified as an expert witness in numerous securities-related matters in various jurisdictions, providing litigation support to accountants and attorneys. Experience in litigation has been in cases involving.