Investment adviser expert witnesses analyze portfolio management, asset allocation, and suitability of recommendations under fiduciary and regulatory standards. They are typically licensed advisers, wealth managers, or compliance officers who assess disclosure practices, fee structures, conflicts of interest, and adherence to industry rules and firm policies.
Real Estate and Finance Professor Expert Witness
Real Estate and Finance Professor Expert Witness
- Review Fee
- $950/hr
- Deposition Fee
- $950/hr
- Court Fee
- $950/hr
This expert is a highly qualified and multi-faceted business professional and educated. He is a top-ranked, tenured professor at one of the nation's top universities, and a successful real estate developer/investor. Widely quoted, he has appeared on BBC World News, Bloomberg, CNN, FOX News, NBC's The Today Show, NPR, and all major dailies including the Wall Street Journal, New York Times, and Financial Times. A highly sought-after speaker, he regularly presents to leading business, government, and nonprofit organizations. Currently, this expert is the principal of a real estate investment firm, principal of a litigation support/expert testimony firm, and a lecturer in real estate, finance and law at a top university business/law school.
Principal and Founder, A Real Estate Consultancy in Southern CA
Master of Business Administration (MBA), University of Michigan
Los Angeles,
California