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 Expert  723624

Expert in Investment Research, Portfolio Management, CFA, Equity Securities, Corporate & International Finance

Available for your Consulting and Expert Witness Needs

Virginia (VA)
Education Work History Career AccomplishmentsPublicationsConsulting Services Expert Witness

Summary of Expertise: Listed with other top experts in: 
Expert, Ph.D., CFA, is an associate professor in finance at the Expert's University and has 15 years teaching experience.

He has conducted seminars for investment professionals throughout the U.S. and Canada for Charles Schwab, Kaplan Financial, and Scotia Bank. Mitch has taught undergraduate and MBA classes in Corporate Finance, International Finance, Investments, and Portfolio Management.

He is the coauthor of two books, Equity Securities and Portfolio Management. Mitch's research has appeared in the Journal of Investing, Financial Analyst Journal, Journal of Banking and Finance, Journal of Business, Journal of Portfolio Management, and numerous other journals. He is a Financial Industry Regulatory Authority (FINRA) arbitrator and received his Ph.D. from Florida State University.




financial modeling


international investment




securities finance






portfolio management


investment management


business valuation


Financial Industry Regulatory Authority



Show Secondary and Basic Areas of Expertise
Expert may consult nationally and internationally, and is also local to the following cities: Virginia Beach, Virginia;  Norfolk, Virginia;  Chesapeake, Virginia;  Richmond, Virginia;  Newport News, Virginia;  Hampton, Virginia;  Alexandria, Virginia;  Portsmouth, Virginia;  Lynchburg, Virginia;  and Suffolk, Virginia.

Often requested
with this expert:

Hedge Funds, Mutual Funds, Securities Industry, Stock...
Hedge Fund Operational Due Diligence, Private Equity, Fund...
Hedge Funds, Investments, Options, Securities Valuation,...
Stocks, Bonds, Mutual Funds, Derivatives, Futures, SEC...

Year   Degree   Subject   Institution   Honors
1995   Ph.D.   Finance   Florida State University   Minor: Statistics
1983   BA   Economics   University of Maryland  

Work History:
Years   Employer   Department   Title  

2000 to


(Undisclosed University)




Associate Professor


Career Accomplishments:

CFA Institute; CFA Virginia; Eastern Finance Association; Financial Management Association; Southern Finance Association



Professional Appointments

Reviewer, Presenter, Discussant, Session Chair, and Program Committee Member for numerous academic journals and meetings, 1994 to present.


Robins School of Business Outstanding Scholarship Award, 2003 Robins School of Business Summer Research Fellowships, 2001-2008 Elected Beta Gamma Sigma, 1990

Publications and Patents Summary

He has written several articles and coauthored two books

Consulting Services:
Selected Consulting Examples:
  • CHARLES SCHWABPresented “Are the Best Small Companies the Best Investments?” to Charles Schwab institutional clients, January 2001
  • SCOTIA BANKPresented Portfolio Theory seminar to Scotia McLeod investment advisors, January 2006
  • FINANCIAL INDUSTRY REGULATORY AUTHORITY (FINRA)Dispute Resolution Arbitrator April 2003 to present
  • KAPLAN FINANCIALPresented CFA exam preparatory seminars throughout the U.S. and Canada Author and editor of CFA exam preparatory materialMarch 2003 to present
  • CFA INSTITUTEMember of the Hearing Panel Pool of the Disciplinary Review CommitteeAuthor of 15 summaries of academic publications for the CFA Digest Grader and Standard Setter, 2002 Chartered Financial Analyst examOctober 2001 to present
Recent Client Requests:
  • Finra expert for consulting on FINRA help.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Expert Witness Experience Summary:
Economic Loss Calculation; Business Valuation; and Arbitrator for Financial Industry Regulatory Authority (FINRA) and NASD Dispute Resolution
Recent Litigation Client Requests:
  • Expert in securities analyst regulation and compliance.
  • Expert in Paron v. Rothstein Kass.
  • FINRA misrepresentation and suitability expert witness for FINRA arbitration.
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

Additional Skills and Services:

Instructor for CFA exam prep seminars; Portfolio Management seminars, and Investment Research seminars

Other Skills and Services

He is a CFA charterholder and has graded the CFA exam


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