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Portfolio Experts

The following experts are available as portfolio consultants and portfolio expert witnesses.  ORC experts are peer-recommended authorities who have been carefully selected and rigorously screened.
    Definition:  Portfolio - A mix or collection of investments held by an institution or a private individual.

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Join our distinguished experts for portfolio jobs, projects and consulting opportunities.


1 to 25
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Portfolio Experts
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Expert in Lending (Commercial and Residential), Banking, Finance, Economics, and Securities
Expert has been a Banking Executive for over 20 years, with a clientele list that includes some of the largest financial institutions in the world. Over the last two decades, he has worked in a variety of roles with a number of banks, including ... See full profile

Illinois (IL), 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 Market Research, Competitive Intelligence, Telecommunications, E-Commerce, Health Care, etc.
Expert is currently involved with assisting corporations.with finding new market opportunities. He also is involved with developing market research studies in areas of health care and telecommunications. He has conducted benchmarking studies for a wide ... See full profile

New York (NY), 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 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 Computational Physics and Neuroscience, Simulated Annealing Optimization
Expert's optimization code, Adaptive Simulated Annealing (ASA), is used worldwide in many disciplines for global optimization and sampling. He has experience leading teams in several disciplines, developing some powerful models and algorithms for ... See full profile

Oregon (OR), USA

Expert in Product Development Process, Benchmarking Product Development, Portfolio Management
Founder and owner of a consultancy, Expert is the leading European expert in implementing new product development processes and benchmarking performance and innovation practices in companies. See full profile

Denmark

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 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 International Investments, China Investments, Technology Business Management, Expert Witness
Expert manages international investments to develop maximum financial gain and to manage risk. The Expert has assembled extensive resources over many years from China, Hong Kong, Singapore, and other countries. Broad research and evaluation by Expert ... See full profile

Berne, Switzerland

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 Hedge Funds, CTAs, Fund of Funds, Alpha Transport, Fund-linked Products, Portfolio Construction
Summary: Pioneer/early developer of tactical asset allocation overlay programmes, managed accounts platforms, multi-manager portfolio management, hedge fund-linked structured products, fund and securities structures/wrappers and institutional processes ... See full profile

United Kingdom

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 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 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. Clients include asset managers, traders, alternative investors, family offices, financial institutions and ... See full profile

Connecticut (CT), USA

Expert in Financial Analysis, Financial Management, Investments and Modeling; Agribusiness
His experience in finance includes work as a CFO, Director of Financial Planning and Analysis, debt financing, equity financing, financial modeling, and strategic financial planning. Finance is the keystone to successful corporate strategic planning just ... See full profile

California (CA), 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 Improving the Value of Technology Investments, Management of IT and Application in Business
Expert has a successful track record helping clients to develop and improve the management and application of technology within their businesses; bridging the Business/Technology divide by deploying eclectic, hybridised commercial & technology skills ... See full profile

Lincs, United Kingdom

Expert in New Product Development, Project Portfolio Analysis, DOE, SPC, MVA, Process Optimization
Expert has more than 20 years of industrial experience in new product development working for some of the largest corporations in the world. He led the technical initiative and coordinated mill production, marketing, and technical team resources in ... See full profile

Ohio (OH), USA

Expert in Financial Advice and Planning for Business and Personal High Net Worth Individuals
Expert is recognised as one of the leading independent financial advisers in the UK. He has been in financial services for over 30 years, 25 years as an independent financial adviser. He was one of the first Financial advisers to become chartered and is ... See full profile

United Kingdom

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 Foreign Exchange, Technical Analysis
Expert has spent his entire professional life in international finance. He also traded all the major crosses and the exotic currencies. He has been primarily active in the spot market but also was directly involved in trading foreign currency ... See full profile

New York (NY), USA

Expert in Biotechnology & Pharmaceuticals: Drug Development, Due Diligence, Strategy, Finance, Market Analysis
With an MD-PhD, clinical training, ten years of experience analyzing and investing in companies developing drugs, ex[erience as a CEO of both private and public biotechnology companies, Expert has seen the drug and biotechnology industries from many ... See full profile

New Jersey (NJ), USA

Expert in Thermosetting Polymers, Product Development Process, New Business Development
Expert is a nationally recognized authority in thermosetting polymers. He has developed a fundamental understanding of thermosetting polymers including detailed experience in the rheology of curing systems (chemorheology), cure kinetics, physical property ... See full profile

California (CA), USA

Expert in Retail Products, Luxury Goods, Corporate Communications, Valuation, Finance, Start Ups, E-commerce
Expert has focused on valuation, including all of its methods and the sub-sections that are under debate, for several years and has worked on in-depth projects regarding solvency, financial service firms, and intangible goods. She also has experience with ... See full profile

New York (NY), USA

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