Expertise
Damage Calculations, Profit Loss Analysis, Fiduciary Best Practices, Suitability, Portfolio Performance Attribution and Risk Assessment, Asset Allocation, Collateralized Mortgage Obligations and Mortgage Backed Securities, Structured Notes, Manager Due Diligence, Conflicts of Interest.
(For search purposes, not intended to be a comprehensive list)
MK Campion   Ph.D, CFA, AIFA

Partner, Campion Research & Associates
15 Rains Way
Houston, TX 77007

Work: 7134460806
mk@campionresearch.com
Expertise
Damage Calculations, Profit Loss Analysis, Fiduciary Best Practices, Suitability, Portfolio Performance Attribution and Risk Assessment, Asset Allocation, Collateralized Mortgage Obligations and Mortgage Backed Securities, Structured Notes, Manager Due Diligence, Conflicts of Interest.
(For search purposes, not intended to be a comprehensive list)

Dr. Mary Kathryn Campion is a distinguished financial economist, expert litigation witness, and institutional portfolio strategist with over 25 years of experience evaluating fiduciary duty, asset allocation suitability, and portfolio risk. As Director of Institutional Portfolio Management at Avior Wealth Management ($7B+ AUM) and Founder/President of Campion Research and Associates ($30B+ in combined consulting assessments), she advises multi-billion-dollar public and private funds. An active member of the Securities Expert Roundtable (SER) and the Public Investors Advocate Bar Association (PIABA), Campion provides testimony, profit/loss analyses, and damage calculations in FINRA, SEC, and state court proceedings.

Curriculum Vitae

SER Associate Member

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Contact Us   

The Securities Experts' Roundtable provides a password protected directory on this website for each member who wishes to provide contact information and a business profile. Individual SER members are responsible for all information contained on their personal profile. Some members have chosen to provide links to websites not maintained by SER. SER does not endorse any web sites, their sponsors, or any of the policies, activities, products, or services offered on the site or by any advertiser on the site.
Securities Experts' Roundtable, Inc. is a
Professional Business League 501(c)6 non-profit corporation.

All content © Securities Experts Roundtable

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