
Phone: (949) 263-8700
Fax: (949) 263-0770
Email: experts@mcsassociates.com
Website: www.mcsassociates.com
General Specialty Area 1: Securities & Investments
General Specialty Area 2: Financial
Specialty Focus, Special Skills, Experience: Broker/dealer standards & compliance, investment advisor duties, securities suitability, stock trading, options/futures, investment banking, trustee duties
Additional Information: Banking, financial services & finance consulting group (est. 1973). Experts include investment, trust & fiduciary specialists, investment bankers, brokers, brokerage managers, compliance officers, accountants, economists, statisticians. Stocks / Bonds / Commodities / Hedge funds / Mortgage securities; Trading & portfolio management; Supervision, Operations & settlement; Syndications; Capital markets; NASD / FINRA arbitration; Damages, Economic / Statistical analysis, Valuations, Forensic accounting.
Years in Practice: 32
Number of times Deposed/Testified in the last 4 years: 300+