PKoetting & Associates
1429 Twisted Oak Drive
Chapel Hill, NC 27516
Work: 919 967 9040
Account Analysis, Profit and Loss, Out of Pocket, Damage Calculations, Asset Allocation, Turnover, Cost to Equity, Commission Analysis, Market Adjusted Damages, Benchmark Analysis, Investment Analysis, Stocks, Bonds, Options, Mutual Funds, Annuities, Commodities.
Patricia Koetting has 31 years experience providing statistical analysis of investment accounts for securities attorneys and expert witnesses on behalf of claimants or respondents. She has been retained in over 1,700 cases analyzing over 5,000 accounts. Her area of expertise is account analysis and damage calculations on investments including stocks, bonds, options, mutual funds, annuities, structured products and commodities.
Prior to setting up private practice, Patricia was hired by a major brokerage firm to set up the account analysis division within the firm's legal department. She has a BS in Finance from NYU Stern School of Business.