Representative Cases

Confederated Tribes of the Grand Ronde Community of Oregon v. Strategic Wealth Management, Inc., et al. - (Multnomah County Circuit Court and the American Arbitration Association)

---

Defended investment advisor against securities fraud claims for $57 million plus punitive damages. Successfully moved court to compel arbitration before the American Arbitration Association. Tried case to judgment and prevailed on the merits of each claim. Obtained award against plaintiff for more than $1.7 million in costs and attorney fees for the defendants.

---

Attorneys associated with this case
Kerry J. Shepherd
David B. Markowitz

---

Areas associated with this case
Business and Commercial Litigation - Securities Law Violations

Associated File: FINAL AWARD - Confederated Tribes of the Grand Ronde Community of Oregon v Strategic Wealth Management.pdf