Charles Lundelius specializes in regulation of and securities trading by broker-dealers, investment advisers, hedge funds, insurance companies, and banks, and commodities trading by futures commission merchants.
Mr. Lundelius is a managing director in BRG’s Capital Markets group. As an expert witness over the past twenty years, Mr. Lundelius has testified in more than 50 different cases. When the US Securities and Exchange Commission (SEC) identified key cases it brought relating to the 2007 financial crisis, Mr. Lundelius had testified or was asked to testify in three of those matters.
Also, among his more notable consulting engagements, he was asked by the SEC inspector general to lead the team investigating the SEC’s overlooking of the Madoff Ponzi scheme. Subsequently, the National Futures Association (NFA) asked Mr. Lundelius to lead an investigation of the failure of NFA auditors to detect fraud at Peregrine Financial Group, Inc.
Areas of Expertise
Services
Education
Tulane University, A.B. Freeman School of Business
MBA, Finance, 1980
University of Virginia
BS, Commerce, Accounting, 1978