Charles Porten CFA - CZP Associates
CONNECTICUT - Weston
Securities & Investments Expert Witness, Banking Expert Witness
Portfolio Management, Mutual Funds, Hedge Funds, Trusts, ERISA, Broker/Dealers, Banking, Investment Advisors, Investment Research
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
