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Expert ID: 735110 Tennessee, USA

Expert in Financial Planning, Investment Management, Equity Analysis, Financial Advisory

SENIOR INVESTMENT PROFESSIONAL Multi-dimensional industry veteran with over 15 years of experience within investment management, consulting, research analysis, and business development. Team player with a focus on mentoring others and leading an organization by example, through entrepreneurial drive and creativity.

Expert ID: 735080 New York, USA

Expert in Financial Advice, RIA, Wealth Advisory, Investment Management, Alternative Investments (Hedge Funds and Private Equity), and Financial Technology

Expert is a professional with extensive financial planning and investment industry experience. He possesses and leverages a passion for teaching and sharing knowledge. At his current firm, Expert is responsible for providing financial planning and investment management services to individuals.…

Expert ID: 733070 New York, USA

Expert in Investment Management, Hedge fund, Operations, Back-office, Middle-office, Technology

Expert is a Business Transformation Executive with distinctive experience turning around Operations and Technology organizations at top-tier global investment managers - both as an external adviser and a company executive. He has a diverse breadth of international experience across a…

Expert ID: 732243 New York, USA

Expert in Wealth Management, Asset Management, Retirement Plan Design, FinTech, Investment Management

Expert is a financial services industry professional and consultant with 25 years of experience at some of the top financial services firms, Series 7 recognized by FINRA, and CRPC licensed. Throughout his financial career, he has consistently built rapport and…

Expert ID: 728295 Texas, USA

Expert in Investment Management & Financial Planning

Expert is a Certified Financial Planner who provides investment management as well as advice on a comprehensive scope of financial issues including retirement plans (i.e. 401k, SEP, Simple, etc.), estate planning (i.e. wills & trusts, etc.), insurance (i.e. life &…

Expert ID: 725327 New Jersey, USA

Expert in Investment Management, Hedge Funds, Alternative Investments, Operations, Accounting Technology

Expert has significant expertise in the area of alternative investments and particularly in hedge funds. For nearly 20 years he audited and consulted to hedge funds. He was also a Partner and a National Hedge Fund Director for Deloitte having…

Expert ID: 735949 Georgia, USA

Expert in Wealth Management, Financial Planning, Risk Analysis, and Tax Sensitive Investment

In financial services industry since 2003 specializing in Wealth Management, Financial Planning, Risk Analysis, and Tax Sensitive Investment. Available for panels, in depth interviews, and surveys only.

Expert ID: 733790 Hong Kong

Expert in Asset Management, Private Banking, Wealth Management, Corporate and Investment Banking, FinTech, Innovation and Corporate Venture/VC

Expert has over 25 years' experience as an industry practitioner and management consultant. He has been Head of Strategy and CFO at a top-tier global financial services firm and has held senior roles in global consulting firms. His expertise includes…

Expert ID: 733367 Florida, USA

Expert in Real Estate: Investment, Development, Management, and Condo Conversion

MULTI-FAMILY RESIDENTIAL PROPERTIES • Directed the acquisitions or development and thereafter supervised daily management operations, for more than eighteen thousand (18,000) Company owned luxury and market rate apartments in fifty-five (55) multi-family residential properties located in fourteen (14) states for…

Expert ID: 732550 Connecticut, USA

Expert in Alternative Investments, Portfolio Construction, Asset Management, Financial Advisory Services, Hedge Funds, Private Equity Funds, Venture Capital

Experienced Expert Witness with specialized knowledge in hedge funds, private equity, alternative investment products, and financial services. He has acted as an expert witness, testified, been deposed, and written opinions and reports for multiple litigation cases, 100% of which have…

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