Hugh D. Berkson

Hugh Berkson

Hugh Berkson is a Securities Attorney with McCarthy, Lebit, Crystal & Liffman, Co. LPA. Hugh is rated AV® Preeminent by Martindale-Hubbell®. He obtained a business degree in Finance from the University of Texas at Austin in 1989, and is a 1994 graduate of Case Western Reserve University School of Law, where he was a member of the Order of the Barristers and received both the American Jurisprudence Award, (National Mock Trial) in 1993 and the Jonathan M. Ault Mock Trial Prize for 1993-1994.

Hugh later served as an Adjunct Professor of Law at the CWRU School of Law, where he taught trial practice from 1995-2004.

After gaining extensive trial experience in both business and personal injury litigation, Hugh decided in 2000 to focus on the representation of injured investors. He tries and arbitrates investment cases and also puts his finance background to good use by performing much of our technical analysis. Hugh is a past President of the Public Investors Arbitration Bar Association (PIABA), an international legal association composed of practitioners who represent investors in disputes with the securities industry. He was also just re-elected to PIABA’s Board of Directors, where he has served as a director since 2011.

Hugh regularly participates as both a moderator and panelist at PIABA’s national meetings and seminars and also has been a panelist at the annual nationally simulcasted PLI Securities Arbitration Program in New York City. Hugh is the immediate past president and also served as the Executive Vice President of the Public Investors Arbitration Bar Association.

M.B. and K.B

We felt your law team was very professional and had our best interests at heart. A dedicated team we trusted, and were pleased with the communication and personal touch they provided.


During this past bull market, extremely poor performances in our family portfolios led us to believe that our long time trusted broker had not been looking out for our best interests. Needing help in determining the specifics, we reached out to Hugh and Jay’s firm.
From the very beginning, their communication with all of us was stellar and continued that way until the case was settled. This made it easy to understand what really had happened in our portfolios, the direction that the case might go, and possible outcome scenarios. Besides being great communicators, they were patient, understanding and great teachers. We were always presented with clear options and were allowed to make our own decisions without any pressure from their firm.

Hugh, Jay and the rest of his team are immensely experienced and worked diligently to obtain a good outcome for our family

Hugh Berkson Discusses Investor Claims and Recovery

I've been asked many times whether I do any sort of voice work. I'm happy to say that I finally have! I had the opportunity to participate in a podcast recording for the firm, where we discussed issues investors face when they suspect their financial professionals betrayed their trust.


Media Mentions

Financial Advisor IQ - Investor Advocate Slams Finra’s Proposed Rule on Residential Offices

Wealth Management - FINRA Rules on Residential Offices 'Fundamentally Flawed'

Wealth Management - New PIABA President Looks Toward Investors’ Volatility Concerns

Financial Planning - Private real-estate funds with outsize gains attract scrutiny

Wealth Management - PIABA: Ga. Broker’s Conduct Is 'Road Map' for Avoiding Arb Awards

Wall Street Journal - SEC Set to Approve Final Rules on Crowdfunding

Barron's Magazine - The Street's Due Process Joke - With the stock market doing so well, now is the time to watch out for fraud and scam investments

Investment Executive - PIABA sounds alarm over merging arbitration arm back into FINRA - FINRA Arbitration Process Due for Overhaul?

Post Gazette - Len Boselovic's Heard off the Street: Getting background on brokers still a challenge

Wealth Management - Fix Arbitration Now