Mutual Funds Expert Witnesses

Charles Porten is a Chartered Financial Analyst, investment expert, and former Registered Investment Advisor, with more than 30 years of experience in portfolio management of trust and advisory accounts, brokerage accounts, hedge funds and mutual funds, due diligence procedures and compliance...

I have been a securities fraud expert witness for over 35 years. I have been hired over 1,100 times and have given sworn testimony over 650 times. My clients are typically: investors, lawyers, brokers, financial advisers, and brokerage firms. My clients have received over $36 million in awards. I...

Giandomenico (John) Rende's expertise covers virtually all areas related to investments in stocks, options, fixed income, mutual funds, insurance products, futures, etc. Rende has been a manager and an investment consultant with over forty-five years of experience in the securities and derivatives...

David has been providing arbitration, litigation and expert witness services at varying degrees since 2000 when David left Wachovia Securities to start Protegent, Inc. Protegent was the first company to automate the process of broker-dealer exception reporting, analysis, risk management and audit....

Constellation Investment Consulting Corp serves as consultants to the investment management industry with a particular focus on investment advisors, mutual funds, alternative investment products, including hedge funds and private equity firms. The firm is a service provider to the industry,...

We are experts in all aspects of financial services including; hedge funds, mutual funds, equities, fixed income securities, trading, investment management, marketing of such products and services, structures of such products, brokerage and investment strategy.