Investment Expert Witnesses in 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, the Buy Side Risk Managers Group, the Investment Company Institute, and the Boston Security Analysts Society. In addition, this expert is a Chartered Financial Analyst (CFA) with over 10 publications. He formerly held many roles including portfolio manager of derivates & mortgage-backed securities at Allstate Life Insurance, head of derivative strategy and head of alternative investments at Putnam Investments, and board member of TIAA-CREF Life Insurance Company. This expert is currently a risk manager at a federal reserve bank in Massachusetts.

This highly qualified expert has over 25 years of experience in the strategic marketing industry. She earned her BS in marketing from Providence College before going on to earn her MBA with a concentration in finance from the University of North Carolina-Chapel Hill. She is very active in her field as a member of the Consumer Banking Association, is a member of the board of directors for Wonderfund, and is a member of the marketing committee and chief marketing officer for the executive summit for Gartner, Inc. She has held several roles throughout her career including serving as the director of marketing at Circles, Inc., Welch Foods, Inc., and Liberty Mutal Insurance. During her tenure at Liberty mutual insurance, she also served as the vice president and manager of marketing as well as the vice president and senior manager of customer advocacy. She went on to be the chief marketing officer and customer officer at Rockland Trust Bank. Currently, this expert is the principal and senior consultant at a marketing consulting firm in Massachusetts.

This expert has over 15 years of experience in financial services, consulting with Financial Advisors, Registered Investment Advisors, and Broker-Dealers.

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 Schwab, he managed a $3.5B of mutual fund assets. In this role he was responsible for developing and implementing portfolio strategy, including asset allocation among multiple asset classes and selection of underlying funds. He then went on to serve as President and Chief Investment Officer for Adviser Partners, a boutique asset manager that manages equities and asset allocation products for advisers, financial institutions and family offices. He currently oversees the investment process, research activities and portfolio strategy for an investment firm in Boston, MA.