Bill McGinnis

Bill McGinnis, CFA is a securities expert witness involved in testimony and case analysis worldwide. He is retained by either plaintiffs or defendants in cases cover issues including: investment suitability issues, securities fraud, insider trading, fiduciary issues, investment research, excessive trading, investment manager standards of practice, accounting fraud, and more. He founded W. McGinnis Advisors, LLC in 2002. His clients have included individuals, investment managers, insurance companies, executives, corporations, and partnerships. Bill’s background includes over 20 years in investment banking, investment analysis, and portfolio management. He was awarded the Chartered Financial Analyst designation in 1989 and has held the series 7, 63, and 65 securities licenses. He was a Presidential Scholar and Honors College graduate with a BBA from Western Michigan University with majors in finance and management information systems. At 11 years old, Bill had his own stock broker, but his parents didn’t.