John D. Montgomery

Managing Director

New York, NY +1.646.227.4277

Areas of Expertise

John Montgomery is a Managing Director with Navigant Economics. As an expert in financial economics, banking and financial regulation, valuation, macroeconomics, and international finance, he serves as an expert witness; provides expert reports, affidavits, and depositions; and conducts complex economic, financial, and statistical analyses.

Representative experience includes:

  • Analysis of issues related to corporate financial litigation, including minority interests, M&A transactions, and share repurchase programs
  • Valuation of corporate liabilities, including issues related to corporate bankruptcy, and of company stock and debt obligations for securities class actions
  • Analysis for numerous insider trading cases on behalf of prosecutors and defendants
  • Projects related to regulatory investigations of stock exchanges, including latencies of data feeds and access to hidden orders
  • Expert opinions and analyses addressing damages, price impact, loss causation, and market efficiency in shareholder class actions
  • Expert opinions and analysis related to employer stock, 401(k) fees, and decisions to change investment options in Employee Retirement Income Security Act of 1974 (ERISA) class actions
  • Analysis of issues related to the management of investment portfolios and investment companies and issues related to disclosure by investment companies and broker-dealers
  • Valuation of employer stock options, basket options, and other derivatives
  • Statistical and econometric analysis of large data sets for financial litigation and regulatory projects

In the areas of international finance and macroeconomics, John has provided support on the response of governments to systemic banking and financial problems during crises, including expert opinions related to the Eurozone crisis. As a member of the International Monetary Fund’s capital markets surveillance team, he identified regulatory issues of systemic concern in key markets around the world and worked on international economic forecasting models. He has provided expert testimony related to macroeconomic developments in the United States and has analyzed macroeconomic developments and policy in European economies. At Morgan Stanley, John was a senior member of the firm’s global economics team, developing innovative, market-leading analyses of international capital flows and their connections with global foreign exchange, fixed income, and equity markets. He is a former member of the Federal Reserve’s international forecasting team and was the senior staff economist for international economics at the President’s Council of Economic Advisers, for which he represented the U.S. government at international economic policy meetings.

John earned a Ph.D. in economics at Princeton University, an M.Sc. in economics from the London School at Economics, and graduated cum laude with a B.A. in economics from Yale University. Before getting his Ph.D., John worked as a securities analyst, valuing equities of companies in various industries. He has written articles on banking and financial regulation and on international finance, and taught courses on U.S. bank regulation and on international finance.

Education
Ph.D., Economics, Princeton University
M.Sc., Economics, London School of Economics
B.A., cum laude, Economics, Yale University

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John D. Montgomery

Managing Director

+1.646.227.4277

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