Portfolio Management Expert Witnesses

Denver, Colorado

Securities & Investments, Financial - Regulatory Compliance, Fiduciary Duty, Compliance Training & Education, Alternatives, SEC & FINRA Regulations, Due Diligence Requirements, Supervisory Oversight, Securities Practices, Portfolio Management, Branch Inspections, Financial Crimes, Compliance Program Development, Written Procedures, Reg Bi, Financial Investigations

Retained by both claimants and respondents for SEC, FINRA arbitrations, securities litigation, and court settings. Speaks with clarity and precision and his expert opinions are founded upon his years of experience and thorough understanding of industry rules, standards of professional conduct, and industry practices of the brokerage and investment management industries. Retaining counsel is supported by extensive research, expert witness reports, persuasive testimony, and years of industry, investment advisor, supervisory and fiduciary experience. Strong ability to identify the strengths and weaknesses of a case. Specialized in analyzing investment strategies, portfolio management, and fiduciary duties to deliver clear, authoritative insights in court. Proven track record of translating intricate investment concepts into compelling, evidence-based opinions for legal proceedings.

District Of Columbia

Real Estate, Property Management - Multifamily Property Mgmt, Property Operations, Standard of Care, Premises Liability, Risk and Security, Life Safety, Owner-Manager Disputes, Maintenance Operations, Mgmt Company Leadership, Property Valuation, Property Inspections, Due Diligence, Operational Practices, Fair Housing, Vendor Management, Portfolio Management

Jeffrey A. Goldshine, CPM, is a property management consultant and expert witness with five decades of hands-on operational leadership experience in multifamily residential real estate, property management operations, asset management, and organizational oversight. Over the course of his career, he has overseen the management and operation of more than 70,000 apartment units across 23 states and has held senior executive leadership roles including President, Chief Operating Officer, Executive Vice President, Senior Vice President, and Partner. Mr. Goldshine provides expert witness services and litigation consulting in matters involving property management standards of care, premises liability, multifamily operations, life safety practices, maintenance operations, risk management, security-related issues, property inspections, operational oversight, vendor coordination, and owner-management operational disputes. His work focuses on evaluating how properties are actually managed in ...

Florida

Real Estate, Property Management - Multifamily Property Mgmt, Property Operations, Standard of Care, Premises Liability, Risk and Security, Life Safety, Owner-Manager Disputes, Maintenance Operations, Mgmt Company Leadership, Property Valuation, Property Inspections, Due Diligence, Operational Practices, Fair Housing, Vendor Management, Portfolio Management

Jeffrey A. Goldshine, CPM, is a property management consultant and expert witness with five decades of hands-on operational leadership experience in multifamily residential real estate, property management operations, asset management, and organizational oversight. Over the course of his career, he has overseen the management and operation of more than 70,000 apartment units across 23 states and has held senior executive leadership roles including President, Chief Operating Officer, Executive Vice President, Senior Vice President, and Partner. Mr. Goldshine provides expert witness services and litigation consulting in matters involving property management standards of care, premises liability, multifamily operations, life safety practices, maintenance operations, risk management, security-related issues, property inspections, operational oversight, vendor coordination, and owner-management operational disputes. His work focuses on evaluating how properties are actually managed in ...

Georgia

Real Estate, Property Management - Multifamily Property Mgmt, Property Operations, Standard of Care, Premises Liability, Risk and Security, Life Safety, Owner-Manager Disputes, Maintenance Operations, Mgmt Company Leadership, Property Valuation, Property Inspections, Due Diligence, Operational Practices, Fair Housing, Vendor Management, Portfolio Management

Jeffrey A. Goldshine, CPM, is a property management consultant and expert witness with five decades of hands-on operational leadership experience in multifamily residential real estate, property management operations, asset management, and organizational oversight. Over the course of his career, he has overseen the management and operation of more than 70,000 apartment units across 23 states and has held senior executive leadership roles including President, Chief Operating Officer, Executive Vice President, Senior Vice President, and Partner. Mr. Goldshine provides expert witness services and litigation consulting in matters involving property management standards of care, premises liability, multifamily operations, life safety practices, maintenance operations, risk management, security-related issues, property inspections, operational oversight, vendor coordination, and owner-management operational disputes. His work focuses on evaluating how properties are actually managed in ...

Maryland

Real Estate, Property Management - Multifamily Property Mgmt, Property Operations, Standard of Care, Premises Liability, Risk and Security, Life Safety, Owner-Manager Disputes, Maintenance Operations, Mgmt Company Leadership, Property Valuation, Property Inspections, Due Diligence, Operational Practices, Fair Housing, Vendor Management, Portfolio Management

Jeffrey A. Goldshine, CPM, is a property management consultant and expert witness with five decades of hands-on operational leadership experience in multifamily residential real estate, property management operations, asset management, and organizational oversight. Over the course of his career, he has overseen the management and operation of more than 70,000 apartment units across 23 states and has held senior executive leadership roles including President, Chief Operating Officer, Executive Vice President, Senior Vice President, and Partner. Mr. Goldshine provides expert witness services and litigation consulting in matters involving property management standards of care, premises liability, multifamily operations, life safety practices, maintenance operations, risk management, security-related issues, property inspections, operational oversight, vendor coordination, and owner-management operational disputes. His work focuses on evaluating how properties are actually managed in ...

Staten Island, New York

Securities & Investments, Trusts & Estates - Uniform Prudent Investor Act, UPIA, Trust and Estates, Trustee Duty of Impartiality, Fiduciary Duty, Breach of Fiduciary Duty, Damages, Investment Suitability, Financial Planning, Portfolio Management, Asset Allocation, Investment Due Diligence, Divorce, Matrimonial, Hedge Funds, FINRA, Annuities

Mr. Campbell has over 30 years of financial industry experience. He is the principal of a financial litigation and investment management consulting firm, Kerry Campbell LLC, where he serves as a financial expert witness during litigations and provides consulting services to financial institutions and investors. He has worked in investment research and portfolio management, as a Managing Director at Arden Asset Management, and as a Senior Vice President at Guggenheim Partners. He has worked in prime broker risk management as a Managing Director at Bear Stearns. Prior to that he worked as a commissioned registered representative, a funding officer and as a credit analyst/loan officer. Mr. Campbell received a Master of Business Administration in Finance from the University of Chicago Booth Graduate School of Business and a Bachelor of Science in Finance Summa Cum Laude from Fordham University Gabelli School of Business. He is an Approved FINRA Dispute Resolution Arbitrator, a Cha...

Chapel Hill, North Carolina

Real Estate, Property Management - Multifamily Property Mgmt, Property Operations, Standard of Care, Premises Liability, Risk and Security, Life Safety, Owner-Manager Disputes, Maintenance Operations, Mgmt Company Leadership, Property Valuation, Property Inspections, Due Diligence, Operational Practices, Fair Housing, Vendor Management, Portfolio Management

Jeffrey A. Goldshine, CPM, is a property management consultant and expert witness with five decades of hands-on operational leadership experience in multifamily residential real estate, property management operations, asset management, and organizational oversight. Over the course of his career, he has overseen the management and operation of more than 70,000 apartment units across 23 states and has held senior executive leadership roles including President, Chief Operating Officer, Executive Vice President, Senior Vice President, and Partner. Mr. Goldshine provides expert witness services and litigation consulting in matters involving property management standards of care, premises liability, multifamily operations, life safety practices, maintenance operations, risk management, security-related issues, property inspections, operational oversight, vendor coordination, and owner-management operational disputes. His work focuses on evaluating how properties are actually managed in ...

KINTNERSVILLE, Pennsylvania

Intellectual Property - Licensing, Standards, FRAND, Patent, International, Asia, Europe, Monetization, Portfolio Management, Strategic, Standards, consulting

We provide midsize companies with high-level, business-focused intellectual property strategy and support across the full lifecycle of their IP portfolios. Our services include: Benchmarking While companies often assume their IP is high-quality, such assessments are usually subjective and inconsistent with industry benchmarks. We provide objective benchmarking against industry standards—evaluating filing volume, product and technology alignment, competitive positioning, and overall IP quality. This helps ensure your IP activity supports both innovation and business objectives. Strategic Planning & Analysis We assist in developing or reviewing 1-, 3-, and 5-year strategic IP plans, aligned with the broader goals of business units or corporate leadership. Our planning includes expense forecasting, licensing revenue projections, and portfolio sales analysis, ensuring that your IP strategy is financially sound and business-driven. Portfolio Quality Reviews Our team conducts period...

Texas

Real Estate, Property Management - Multifamily Property Mgmt, Property Operations, Standard of Care, Premises Liability, Risk and Security, Life Safety, Owner-Manager Disputes, Maintenance Operations, Mgmt Company Leadership, Property Valuation, Property Inspections, Due Diligence, Operational Practices, Fair Housing, Vendor Management, Portfolio Management

Jeffrey A. Goldshine, CPM, is a property management consultant and expert witness with five decades of hands-on operational leadership experience in multifamily residential real estate, property management operations, asset management, and organizational oversight. Over the course of his career, he has overseen the management and operation of more than 70,000 apartment units across 23 states and has held senior executive leadership roles including President, Chief Operating Officer, Executive Vice President, Senior Vice President, and Partner. Mr. Goldshine provides expert witness services and litigation consulting in matters involving property management standards of care, premises liability, multifamily operations, life safety practices, maintenance operations, risk management, security-related issues, property inspections, operational oversight, vendor coordination, and owner-management operational disputes. His work focuses on evaluating how properties are actually managed in ...

Virginia

Real Estate, Property Management - Multifamily Property Mgmt, Property Operations, Standard of Care, Premises Liability, Risk and Security, Life Safety, Owner-Manager Disputes, Maintenance Operations, Mgmt Company Leadership, Property Valuation, Property Inspections, Due Diligence, Operational Practices, Fair Housing, Vendor Management, Portfolio Management

Jeffrey A. Goldshine, CPM, is a property management consultant and expert witness with five decades of hands-on operational leadership experience in multifamily residential real estate, property management operations, asset management, and organizational oversight. Over the course of his career, he has overseen the management and operation of more than 70,000 apartment units across 23 states and has held senior executive leadership roles including President, Chief Operating Officer, Executive Vice President, Senior Vice President, and Partner. Mr. Goldshine provides expert witness services and litigation consulting in matters involving property management standards of care, premises liability, multifamily operations, life safety practices, maintenance operations, risk management, security-related issues, property inspections, operational oversight, vendor coordination, and owner-management operational disputes. His work focuses on evaluating how properties are actually managed in ...