Securities & Investments Expert Witness and Banking Expert Witness
Charles Porten CFA CZP Associates Weston, CONNECTICUT
Phone: (203) 454-4615 Email: czp1@optonline.net


Specialty 1: Securities & Investments Specialty 2: Banking

Additional Information: Former analyst, research director, portfolio manager, chief investment officer, business manager, with four major institutions. Have overseen organizations staffed by over 100 personnel with assets under management over $20 billion. Clients include individuals, banks, investment advisors, broker/dealers, corporations, law firms, accounting firms, and the SEC. Have been qualified to testify on suitability, fiduciary duty, supervision, churning, standards of care. Experienced in equities, fixed income, options, asset allocation
Specialty Focus, Special Skills, Experience: Portfolio Management, Mutual Funds, Hedge Funds, Trusts, ERISA, Broker/Dealers, Banking, Investment Advisors, Investment Research
Education:
BS, University of Pennsylvania
MBA, Harvard University

Years in Practice: 6 Number of times Deposed/Testified in the last 4 years: 30
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