EDUCATION

University of Virginia, JD, 1998

NC State University, BSEE, 1993

 

 

 

 

Professional Designations

Chartered Financial Analyst, 2001

 

bar admissions

North Carolina, 1999

Nevada, 2009

industry associations

CFA Institute

Russel b. Duckworth, CFA, JD

Managing Director

Mr. Duckworth has over 20 years of investment and financial experience. He began working as a litigation financial expert in 2015 after a career as a securities analyst in the investment industry. Mr. Duckworth has extensive business valuation, investment due diligence, and financial modeling experience. He has been formally designated as a financial expert by parties in federal bankruptcy court and various state courts in matters involving lost profits, business valuation, and various financial issues.

 

Mr. Duckworth is experienced in family law forensic analysis, including income projections for alimony, property tracing, separate/marital property allocations, and active/passive analysis of separate property claims.

 

Mr. Duckworth began his investment career in the equity research department at Salomon Smith Barney in New York, where he was a member of a team covering publicly-traded broker dealers. In this position, he conducted fundamental research, developed valuation models, and wrote research reports. From 2000-2004, Mr. Duckworth was an equity analyst with Sterling Capital Management in Charlotte, where he was part of a team that managed a $1.5 billion portfolio for institutional investors. His role was to conduct fundamental research, develop valuation models, and make investment recommendations.

 

From 2004-2014, he managed Duckworth Capital Partners, LP, a private investment fund that made equity investments in small capitalization publicly-traded companies. Mr. Duckworth was responsible for all aspects of the fund’s investment strategy, including idea generation, investment due diligence, valuation model development, and trade execution.

 

Prior to entering the investment industry, he was a corporate lawyer with Moore & Van Allen in Charlotte, where he focused on private equity and mergers and acquisitions transactions.

 

Mr. Duckworth splits his time between Charlotte and Reno, Nevada. He is also a principal in Duckworth & Company, which is based in Reno and provides financial expertise for litigation  outside of North Carolina and Virginia. For further information, please visit the Duckworth & Company website by clicking here.