Financial Portfolio Management Expert

Case Description:

A financial portfolio management expert was needed for a breach of contract dispute involving allegations of improper investment management of a high net worth investment portfolio and private wealth investment account. The case involved allegations that the equity portion of certain financial investment accounts was improperly invested, resulting in major losses in the equities market.

IMS ExpertServices was asked to provide a financial portfolio wealth management expert with experience in managing investment accounts and portfolios for high net worth individuals at a bank or a similar financial institution to opine on accepted standards and practices in financial investment management. This expert was requested to provide consulting and investment analysis and asked to be a credentialed Chartered Financial Analyst (CFA) or an independent financial consultant with an M.B.A.

Experts Presented:

  • Portfolio Management Expert

    With more than three decades of experience providing investment and wealth management advice to individuals and institutional investors, this expert is the founder and president of a financial portfolio management firm. He has serviced high net worth clients for over a decade, and has experience in active management of over thirty investment portfolios valued at up to $25 million in financial assets per client. He formerly held the position of regional manager for a nationally known capital management firm and taught courses on investment analysis and portfolio management as adjunct professor for a university’s finance department. This expert holds a B.A. in mathematics and economics, and an M.B.A. with a concentration in finance. He is a professionally credentialed Chartered Financial Analyst (CFA). IMS Reference # 5005581.

  • Private Wealth Management Expert

    This expert’s investment management career spans the full range in personal and institutional investment services including management of all aspects of the business in some of the leading national banking institutions. He has managed personal trust and estate, private wealth management, investment management, custody, corporate trust, and employee benefit trust businesses, and has also served on senior oversight committees. He has also served as a senior consultant to leading banks, insurance companies, mutual fund and investment firms on matters involving trust, investment and custody. Additionally, this expert has served on the faculty of the American Bankers Association National Trust School for more than a decade and has been a featured speaker at financial services industry conferences for many years. This expert holds a B.A. and a J.D. IMS Reference # 5083284.

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