W. McGinnis Advisors, LLC
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William McGinnis, CFA (Bill) is an securities expert witness / investments expert witness who works nationwide and internationally on cases involving: investment suitability, breach of fiduciary duty, failure to supervise, trading issues, investment management, investment negligence, securities fraud, research fraud, insider trading, private mortgage insurance (PMI), banks, financial services companies, and more.He is a highly experienced investment analyst and portfolio manager who has held the Series 7, 63. and 65 securities licenses and earned the Chartered Financial Analyst (CFA) designation in 1989. He is on the CFA Society of Milwaukee Board of Directors and is the Code of Ethics and Standards of Professional Conduct Liaison to the international CFA Institute.
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