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portfolio management


financial planning


investment management




Portfolio Management Experts

The following experts are available as portfolio management consultants and portfolio management expert witnesses.  ORC experts are peer-recommended authorities who have been carefully selected and rigorously screened.
    Definition:  Portfolio Management - Investment actions deciding what assets to include in the portfolio, given the goals of the portfolio owner and changing economic conditions.

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Portfolio Management Experts
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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 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


Expert in Alternative Investments, Portfolio Construction, Asset Management, Financial Advisory Services, Hedge Funds, Private Equity Funds, Venture Capital
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 wealth management firms. See full profile

Connecticut (CT), 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 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 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 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 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 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 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 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 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 New Product Management, Management of Technology, Innovation Management
Expert is a lecturer, consultant, and researcher in the field of new product development and marketing. He consults and lectures on how to improve new product effectiveness, from idea to launch. Topics that Expert covers include ... See full profile

ON, Canada

Expert in Financial Technology, Market Surveillance, Regulatory Systems
He is currently an expert witness in a case involving high-frequency trading and the improper handling of orders on the leading option exchanges. The case requires expertise in market surveillance and regulatory technology associated with order audit ... See full profile

New York (NY), 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 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 Automated Property Valuation, Statistical Inference, Artificial Intelligence, Theoretical Physics
His Ph.D. is in Theoretical Physics, which can be considered a form of applied mathematics. He has applied advanced mathematics extensively throughout his career. He conducted applied research in applied Artificial Intelligence at Carnegie-Mellon from ... See full profile

California (CA), USA

Expert in International Business Management, Fine & Specialty Chemicals, Organometallics
He is a senior executive with more than thirty years of international experience in the chemical and related industries. For eighteen years he held various management positions in fine and specialty chemicals and plastics for the Elf Aquitaine Group, ... See full profile

North Carolina (NC), USA

Expert in Satellite Communications; Ka Band; Satellite Procurement, Design, Construction, DTH, Business Models, Excel, VBA, Business Plans
With experience as an engineer, an executive, and a consultant in space and telecommunications, Expert brings a broad range of skills to his engagements. Prior to establishing his independent consulting firm, Expert worked for nearly 20 years in the ... See full profile

New York (NY), USA

Expert in Technical Commercial Development support, Technology Transfer food non-food ingredients,obesity
Expert is the Principal of a consulting firm and has over 35 years experience in R & D., marketing, operations, process development and quality assurance. Expert engaged and managed a consulting business with network of experts that ... See full profile

Indiana (IN), USA

Expert in Pharmaceutical Marketing, Sales, Portfolio Management, and Life-cycle Managment
Expert has over 30 years' experience in the pharmaceutical industry ranging from pharmaceutical marketing, sales, product portfolio management, life-cycle management, commercial viability of new and existing drugs, OTC drug experience and patent ... See full profile

Florida (FL), USA

Expert in Telecom, Mobile VAS, BSS, OSS, ERP, Business Intelligence, Cloud, Security, Application Development
Expert, PhD, is a Director of PMO and Information Systems at Expert's Firm, international voice carrier and provider of value-added services for mobile operators. Expert's Firm is a subsidiary of KPN, the national carrier of the Netherland. See full profile

Massachusetts (MA), USA

Expert in Personality-Based Organizational Effectiveness & Development
Expert is a Licensed Clinical Psychologist with a wide range of professional experience in private practice, healthcare, forensic, academic and corporate settings. He is a specialist in psychological assessment and the science of personality, and is ... See full profile

Connecticut (CT), USA

Expert in Pharmaceutical/Biotech Clinical Trials, Regulatory, R&D, Mergers & Acquisitions, Trends, Outsourcing
Expert is Director of Regulatory Affairs and Clinical Trials managing $3.6 billion at at a pharmaceutical company in New York, NY. His expertise is in managing and deploying outsource/insource teams worldwide for multiple clinical trials and ... See full profile

Michigan (MI), USA

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