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Mutual Fund Experts

The following experts are available as mutual fund consultants and mutual fund expert witnesses.  ORC experts are peer-recommended authorities who have been carefully selected and rigorously screened.
    Definition:  Mutual Fund - A mutual fund is a professionally-managed form of collective investments that pools money from many investors and invests it in stocks, bonds, short-term money market instruments, and/or other securities.

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1 to 25
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Mutual Fund Experts
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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 the ... See full profile

New Jersey (NJ), USA

Expert in Stocks, Bonds, Mutual Funds, Derivatives, Futures, SEC Violations
Expert's expertise covers virtually all areas related to compliance, investment in stocks, private placements, options, fixed income, mutual funds, insurance products, futures, etc. Expert has been both a manager and an investment consultant with over ... See full profile

California (CA), USA

Expert in Hedge Funds, Mutual Funds, Securities Industry, Stock Market, Securities Fraud
Expert is a financial expert with more then twenty years of Wall Street experience. He is nationally recognized as a strategist, futurist and commentator on Wall Street, the economy, and investment strategy. Expert specializes in providing ... See full profile

Florida (FL), USA

Expert in Investment Performance Analysis, Products, Research, Expert Witness Reports
Expert is experienced in regard to initial and ongoing Investment advice including Risk/Return investment performance analysis of Investment Portfolios, Pension Funds, Equities, Bonds and Mutual Funds. Expert has advised many investment companies, Trust ... See full profile

United Kingdom

Expert in Finances & Financial Planning Forensics, Real Estate Disputes, Bankruptcy Litigation, etc.
Over 35 years of hands-on experience as a financial and real estate consultant to various title companies, corporations, CPA's, attorneys, partnerships, credit unions, non-profit organizations and individuals. For the last 25 years, major focus has been ... See full profile

California (CA), USA

Expert in Insurance, Annuities, Securities, Arbitration, FINRA, TIC's, Stocks,Bonds, M.F.'s, Compliance
Consultant in litigation and arbitration, nationally (22 states), involving securities, insurance and annuities. 235 arbitrations (600+ retentions), since 1990, before the NASD, AAA, NYSE, PSE and 54 mediations. Expert, RFC, is an NASD Arbitrator ... See full profile

California (CA), USA

Expert in Investment, Portfolio Management, Structured Products, Securities and Stocks
Expert managed investments on behalf ot pension funds, charities, insurance companies and high net worth individuals for thirty-five years. He was first invited to provide expert evidence, since when he has acted as an expert witness in more than four ... See full profile

United Kingdom

Expert in United Kingdom Financial Services Regulation and Compliance
Expert has worked in the financial services sector (investment, pensions, life assurance, mortgages, mutual funds, securities etc.) for more than 40 years. He has been a director (or equivalent) of every organisation he has worked for since the age ... See full profile

United Kingdom

Expert in Hedge Funds, Investments, Options, Securities Valuation, Asset Management
Expert has spent 15 years performing competitive analysis in order to evaluate the merits of public company as investments. This included competitive analysis and gathering competitive intelligence from competitors, suppliers, customers and industry ... See full profile

California (CA), USA

Expert in Business Law and Securities Transactions
Expert practices securities and corporate law. She represents both private and public companies, as well as investment bankers and broker/dealers. Her experience includes entity selection and formation matters for businesses just getting started, contract ... See full profile

California (CA), USA

Expert in Valuations for Business, Intellectual Property and Tax, Estate and Gift
Expert, CPA, MBA, MST has been appointed as an expert by counsel for both plaintiff and defendant in different cases. He has worked and consulted in both civil and criminal litigation. Expert has testified at trial as an expert. See full profile

New York (NY), USA

Expert in Securities Services
Expert has an extensive knowledge about the securities services business and the Spanish financial market. He created a consulting firm in July 2008, to work as an independent consultant, advising local banks and brokers in Spain in the ... See full profile

Madrid, Spain

Expert in Investment Strategy, Asset Allocation, Hedge Fund Strategies, Due Diligence and Investment Fraud
Invited speaker to over 100 conferences on derivative securities. Actively traded derivatives as CEO of Hedge fund for over 10 years Ph.D in Finance. Over 25 years experience in a wide variety of topics in Finance. Taught graduate classes in Finance. See full profile

Virginia (VA), USA

Expert in Antitrust, Banking, Damages, Demography, Discrimination, Finance; IP Surveys, Statistics, Economics
Expert and his firm are responsible for all Quality Control on all litigation support activities for the Department of Justice. With an office of 15 professionals in the Washington DC metro area, they sample and evaluate the work of multiple firms ... See full profile

Texas (TX), USA

Expert in Economic and Financial Analysis, Business Valuation, Economic Damages
Ph.D. and M.B.A. in finance University of Chicago Graduate School of Business. Developed financial models and wrote valuation opinions for businesses in wide variety of industries using income based and market based approaches. Retained in hundreds of ... See full profile

California (CA), USA

Expert in Securities; Finance; Derivatives; Hedge Funds; Foreign Exchange; Investment Suitability; Banking
Twenty years experience as an expert witness in cases involving hedge funds, securities, investments, derivatives, currencies, mortgage backed securities, trading, securities fraud and Ponzi schemes. Testified in NASD arbitration, US District Court ... See full profile

Connecticut (CT), USA

Expert in Investment Research, Portfolio Management, CFA, Equity Securities, Corporate & International Finance
Expert, Ph.D., CFA, is an associate professor in finance at the Expert's Consulting Firm and has 15 years teaching experience. He has conducted seminars for investment professionals throughout the U.S. and Canada for Charles Schwab, Kaplan ... See full profile

Virginia (VA), USA

Expert in For-Profit Higher Education
Expert J. Expert provides expert advice and testimony in the postsecondary education services space. He is a high profile, former twenty-four year veteran of the for-profit higher education sector. Most recently Expert served as publisher of Edu Investor, ... See full profile

Rhode Island (RI), USA

Expert in Strategic Branding and Rebranding, Business Writing Services, Marketing Communications
Expert's methodology for creating effective advertising programs, strategizing traditional and online marketing, and launching multi-stage business and sales initiatives has been developed over 15 years in roles that include Global Director of ... See full profile

New York (NY), USA

Expert in Financial Markets and Options Trading
Expert has 23 years of experience as an options market maker in both listed and OTC equity and foreign exchange options. He traded as a market maker in exchange-traded and over-the-counter equity and foreign exchange options for one of the largest ... See full profile

New York (NY), 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 ... See full profile

New York (NY), USA

Expert in Business Development and Financial Planning
Expert has over thirty years of experience as a senior executive officer for various organization and has founded four different organizations or companies during his career. Additionally, for the past thirteen years, Expert served as a financial ... See full profile

Minnesota (MN), USA

Expert in Plant Genomics, Genetics and Breeding; Improvement of Food, Feed, Fiber, Forage and Biomass Crops
Consultant's work has addressed dimensions of plant genome biology relevant toward a more bio-based economy, balancing increased food security with expanded bioenergy supplies while mitigating the challenges of a looming worldwide water crisis. See full profile

Georgia (GA), USA

Expert in Natural Gas, LNG, Fertilizers, Grains, Bio-fuels, Agricultural & Industrial Chemicals, Mining & Ores. Ag & Mining Equipment, Speciality & Commodity Chemicals,
Expert has over 19 years of manufacturing, operational, senior management, finance and sales experience with major/leading producers, importers/exporters, traders of fertilizers, ag seed and chemicals, application/ag equipment, bio-fuels, and mining ores. See full profile

Virginia (VA), USA

Expert in Hedge Fund Operational Due Diligence, Private Equity, Fund of Hedge Funds, Audit, Fraud Analysis
Expert is the author of the first book on the subject of hedge fund operational due diligence. He has provided training to financial regulators and consulted with the U.S. House Judiciary Committee on hedge fund regulatoin. He is also an adjunt professor ... See full profile

New Jersey (NJ), USA

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