Securities Fraud, Investments and Investment Research Cases - Expert Witness and Litigation Support Services

About Our People

Client service teams of expert witnesses and litigation support professionals are assembled and led by William McGinnis, our founder, on a case-by-case basis. A summary of his background follows:

William W. McGinnis, CFA, Founder

Experience Summary --

Sell-side investment analyst - 10 years
Portfolio manager and buy-side analyst - 1 year
Investment banking - 5 years
5 years of experience working for a large certified public accounting firm, including some auditing field work experience
Holds or has held CFA, Series 7, Series 65 and Series 63
Education: Majored in Finance and Management Information Systems. Minored in Economics and General Business. Honors College graduate, Presidential Scholar and graduated Magna Cum Laude.
Professional speaker with significant press experience
Training and education instructor - 20 years

For more details on Bill' background and expertise, please Click Here. His Curriculum Vitae (CV) is available Here.

Click Here and Here to see why the CFA is the credential you want supporting your case.

With over 20 years of securities experience, Bill can arrange additional or alternate experts as your situation requires including: investment analysts (CFAs) with specific industry backgrounds (buy-side or sell-side), portfolio managers, traders, retail brokers, institutional brokers, investment bankers and accountants.

Please contact us regarding your needs.