Charles Porten, CFA

Charles Porten, CFA

9 Little Fox Lane
Weston , CT 06883
Office: 203-454-4615
Fax: 203-227-2763

Introduction

Charles Porten is a Registered Investment Advisor, Chartered Financial Analyst and investment expert with more than 30 years of experience in portfolio management of trust and advisory accounts, brokerage accounts, hedge funds and mutual funds, due diligence procedures and compliance issues.

He has been qualified to testify as an expert witness on suitability, fiduciary duty, supervision, churning, and standards of care in matters involving mutual funds, hedge funds, exchange funds, brokerage accounts, advisory accounts, variable annuities, ERISA accounts, and trust accounts. He has testified over 75 times in court, depositions and arbitrations.


Areas of Expertise

  • Banking
  • Business
  • ERISA
  • Finance
  • Financial Planning
  • Investment Banking
  • Litigation Finance
  • Pensions
  • Securities
  • Stocks & Bonds
  • Trusts & Estates
  • White Collar Crime

References

References upon request.