Securities Expert Witness - Bill McGinnis, CFA - W. McGinnis Advisors - Litigation Support Services - Investments & Securities

William W. McGinnis, CFA

(Chartered Financial Analyst)

		*Securities Expert Witness*
		*Investments Expert Witness*
		*Litigation Support Services*

What are the most important factors in selecting a securities expert witness?

Credentials -- Bill McGinnis was awarded the CFA (Chartered Financial Analyst) designation in 1989. This designation, which is earned through a minimum of three years of testing and proven securities-related work experience, is the credential of choice in the securities and investments businesses. Bill has been a securities expert witness since 2003. He on the Board of Directors of the CFA Society of Milwaukee and is the Code of Ethics and Standards of Practice Liaison to the international CFA Institute.

Credibility -- Bill is one of a handful of CFA charterholders with significant work experience (25+ years) in investment research and analysis (both buy-side and sell-side), portfolio management, investment banking, and stock brokerage who is available as an expert witness.

Creativity -- You need an expert who adds value to your case. This requires identifying unique approaches in addition to the routine. Bill McGinnis is one of the few analysts with a proven track record of identifying and quantifying in ways that go beyond the standard "by the book" approaches.

Communication -- Good analysis is useless without strong communication skills. A truly useful expert must be able to effectively communicate his assessment of complex information and regulations clearly and convincingly to the attorneys, jurors and judge. Bill is frequently praised for his ability to communicate complex financial and regulatory information in simple, straight-forward ways.

Bill specializes in cases involving securities, investments, businesses, investment research, investment analysis, hostile takeovers, investment banking and stock brokerage. Whether you need independent research and analysis for case evaluation, expert witness, business valuation services, securities valuation services or other litigation support services, he can provide expert assistance. His CV can be found here.

Bill McGinnis has worked on FINRA and NASD arbitrations, Federal cases, and cases in many state courts. He is comfortable experienced and comfortable in deposition and court testimony situations.

The links below provide more information about the specific services offered:

Securities, Investments & Stock Brokerage Cases

While Bill is based in Milwaukee, Wisconsin, he is available nationwide as well as internationally and will travel as your needs require.

In addition to Bill's availability, W. McGinnis Advisors may also be able to provide securities professionals with other specific qualifications as your case may require. Examples of other securities expert witness and litigation support professionals that we may be able to provide include: investment analysts with specific specialties, fixed income specialists, traders, investment bankers, portfolio managers and compliance specialists. Click here for further information about other experts.

Please feel free to contact Bill McGinnis directly by phone or email to discuss your needs.

What is a Chartered Financial Analyst? What this video to find out.