Forensic, General & Medical
Expert Witnesses

Investments Expert Witnesses

Investments Experts Testimony and Legal Consultants

Investments are financial transactions where capital is committed in order to gain a financial return. When investing, calculated risks are taken to increase chances of getting higher returns, especially over the longer term. Investment vehicles include stocks and bonds (including foreign stocks and bonds denominated in foreign currencies). These financial assets are then expected to offer income or positive future cash flows, and may rise or decline in value giving the investor capital gains or losses. Since 1933, the offering of security investments has been regulated and the principle of caveat emptor has been replaced by the concept of full disclosure, giving the aggrieved investor a basis for numerous kinds of claims growing out of the way that a product has been structured or sold.




Market Consulting Corporation

Market Consulting Corporation
New York - Serving: No charge for travel time for testimony. Nationwide - Alabama, ...

Phone (888) 397-9867
Website www.market-consulting.com

Nationwide Securities, Options & Futures Expert Witnesses

Market Consulting Corporation offers expert financial and litigation consulting services to attorneys who represent plaintiffs/claimants and defendants/respondents nationally, including appearances in state and federal court in numerous states, various arbitration and commission proceedings and the U.S. Tax Court....

Maurice Robinson & Associates

Maurice Robinson & Associates
California - Serving: All States

Phone (310) 640-9656
Website www.MauriceRobinson.com

Real Estate and Hotel Development Consulting and Appraisal Expert Witness

Maurice Robinson & Associates, under the guidance of Mr. Robinson, who is an expert in the field of hotel and resort consulting, has been providing litigation support services, strategic advisory services, hotel development consulting, market feasibility studies, and appraising hotels and other hospitality-related...

Consolidated Consultants Co.

Consolidated Consultants Co.
California - Serving: All States, International

Phone (800) 683-9847
Website www.freereferral.com

Free Expert Witness & Medical Expert Witness Referrals Nationwide

Consolidated Consultants, or CCc as it is widely known, is a national referral service for both the expert witness and medical expert fields. We have thousands of expert witnesses, as well as medical experts, in our directory. We are focused on providing complimentary first-rate referrals of expert witnesses and...

Charles Porten, CFA

Charles Porten, CFA
Connecticut - Serving: All States

Phone (203) 454-4615
Website www.CharlesPorten.com

Investment Advisor and Expert Witness

Charles Porten is a Registered Investment Advisor, Chartered Financial Analyst and investment expert with more than 30 years of experience in portfolio management of trust and advisory accounts, brokerage accounts, hedge funds and mutual funds, due diligence procedures and compliance issues.
He has extensive...

Stuart Rachlin

Stuart Rachlin
Florida - Serving: Florida, including Tampa, St. Petersburg, Orlando, Miami, Boca ...

Phone (813) 282-9262
Website us.milliman.com/

Health Actuary Litigation Support and Expert Witness

Milliman's Tampa office provides health insurance, health care and employee benefit consulting to law firms, insurance companies, hospitals, HMO’s, Blue Cross/Blue Shield plans, employers and government agencies. Our staff is experienced with medical, dental, long-term care, Medicare supplement and critical illness....

Kim Diamond's Warren Street Advisors, LLC

Kim Diamond's Warren Street Advisors, LLC
New York

Phone (917) 913-4831

CMBS, Commercial Real Estate, Structured Finance Products Expert Witness

Kim S. Diamond has a professional career spanning more than 25 years in commercial real estate finance and many areas of structured finance, including: commercial real estate debt; non-performing commercial mortgage loan debt resolution; commercial mortgage and CMBS servicing and special servicing; CMBS transactions...

William (Bill) Fender

William (Bill) Fender
Colorado - Serving: All States

Phone (303) 694-1900
Website www.expert-fiduciary.com

Fiduciary Duties and Responsibilities in Investment Management Expert Witness

William (Bill) Fender is a principal and senior investment consultant in a SEC registered investment adviser firm that provides investment consulting services on a fee-only basis to over $8 billion of individual, retirement plan and foundation investment portfolios pursuant to the Investment Advisers Act of 1940. He...

Pacific Management Consulting Group

Pacific Management Consulting Group
California - Serving: All States

Phone (619) 379-5561
Website www.pacificmanagementconsultinggroup.com

Chain Restaurant Earnings and Economics Expert Witness & Consultant

Pacific Management Consulting Group provides creative, detailed and useful management analysis, research and business solutions. We specialize in chain restaurant earnings and economics matters. Typical clients are anyone who needs detailed perspective about this sector, or who have need for deep, niche business...

MCS Associates - Management Consultants

MCS Associates - Management Consultants
California - Serving: All States

Phone (949) 263-8700
Website www.mcsassociates.com

Banking, Financial, Insurance, Securities, & Real Estate Expert Witnesses

MCS Associates is a nationally recognized consulting group that has provided financial, operations and regulatory/compliance consulting services to financial institutions, insurance companies and regulatory agencies as well as real-estate and financial services organizations nationwide for over 30 years.
Expert...

Charles W. Ranson Consulting, Inc.

Charles W. Ranson Consulting, Inc.
Florida - Serving: All States

Phone (561) 371-7570
Website www.charleswranson.com

Investment & Fiduciary Disputes Expert Witness

Chuck Ranson, The Wealth Management Expert Witness, has 30 years of real world experience in the financial services industry. He provides expert witness services in litigation, arbitration, mediation, and pre-litigation case evaluation related to disputes between financial services firms and investors. Having worked...

ERISA Benefits Consulting, Inc.

ERISA Benefits Consulting, Inc.
Texas - Serving: All States

Phone (817) 909-0778
Website www.erisa-benefits.com

ERISA, Pensions, Fiduciary Liability, Group Life/Health Plans, & Labor Relations Expert Witness

ERISA Benefits Consulting headed by Mark Johnson, J.D., Ph.D., offers expertise in ERISA, pensions, health plans, 401(k) plans and labor union benefits. He managed $14 billion in pension assets for over 100,000 plan participants while serving as Managing Director, Benefits Compliance & Pensions for American Airlines,...

FEND Securities Expert Witness

FEND Securities Expert Witness
California - Serving: All States

Phone (310) 641-0377
Website www.fend.com

Securities Expert Witness in Arbitration and Litigation and FINRA Arbitrator

FEND Securities Expert Witness is a consultant in litigation and arbitration, nationally (22 states), involving securities, insurance and annuities. 321 arbitrations (700 retentions) since 1969, before NASD, FINRA, JAMS, AAA, NYSE, PSE & 85 mediations. Mr. Dinehart, RFC, is a FINRA Arbitrator and has qualified &...

Don Coker

Don Coker
Georgia - Serving: All States

Phone (770) 852-2286
Website expertwitness.lawinfo.com/expert/Bankexpert

Banking Consultant & Banking Industry Standard Procedures, et al., Expert Witness

Don Coker, based in the north metro Atlanta, Georgia area, offers nationwide bank consulting and expert witness services for all banking and finance areas including lending, deposit, and operations issues, trust, estate and probate issues, mortgage banking including subprime loans, economic damages, industry standards...

Bob Lawson, AIF®, CFE®, RFC®, LUTCF®

Bob Lawson, AIF®, CFE®, RFC®, LUTCF®
Minnesota - Serving: All 50 States and U.S. Territories

Phone (800) 741-0704
Website www.BarringtonCap.com

Securities - Life Insurance - Annuity Expert Witness & Litigation Consultant - FINRA Arbitrator

As a Securities, Annuity, and Life Insurance Expert Witness and Litigation Support Consultant, my expertise lies in meticulously analyzing compliance manuals, correspondence, exchange rules, industry norms, and internal policies. I understand the ethical issues that frequently arise in a case and assist counsel in...

Steve C. Burgess

Steve C. Burgess
California - Serving: All States

Phone (800) 731-8122
Website www.burgesslifeins.com

Life Insurance & Disability Insurance Expert Witness

Steve Burgess specializes in standard of care, claims, underwriting, agent practices, industry standards, suitability, and complex transactions. He also handles life insurance, disability insurance, annuity and securities matters. Mr. Burgess has held management and supervisory positions over 80 active agents. Working...




  • A&C Advisors LLC

    Investment Management Expert Witness

    218 Burns Way
    Fanwood, New Jersey
    Phone: (908) 998-1414
  • Accelerant LLC

    Securities Litigation Expert Witness

    100 Park Avenue, 16th Floor
    Manhattan, New York
    Phone: (845) 605-1007
  • Adam Minow, CPA A Professional Accounting Corporation

    Certified Public Accountant, Valuation Analyst and Financial Forensics

    1750 E Deere Avenue Suite B
    Santa Ana, California
    Phone: (714) 900-9853
  • Alan Safer, Ph.D.

    Statistical Analysis & Modeling, Sampling, Data Mining Expert Witness

    5318 E. 2nd St., # 315
    Long Beach, California
    Phone: (562) 598-7257
  • Analytic Resources, LLC

    Economics, Financial Valuations, Litigation Support and Expert Witness

    8 Lunar Drive
    Woodbridge, Connecticut
    Phone: (203) 397-8935
  • Andrew Barile Consulting Corporation, Inc.

    Insurance & Reinsurance Litigation Consultant

    3 Breakfast Court
    Savannah, Georgia
    Phone: (619) 507-0354
  • Andrew Milia, Franklin Property Corporation

    Expert Witness in all Real Estate Matters

    300 South Old Woodward
    Birmingham, Michigan
    Phone: (248) 539-3332
  • Ansbacher Experts

    Complex Securities Litigation Support

    4535 44th Street
    Apartment 3G
    Sunnyside, New York
    Phone: (917) 293-6767
  • Benjamin Blakeman, Esq.

    Life Insurance or Securities Compliance Expert

    3055 Wilshire Blvd., Ste. 405
    Los Angeles, California
    Phone: (888) 270-0051
  • BVA, LLC

    Business Valuation Analysis, Expert Witness and Litigation Support Services

    4 Daniels Farm Road No. 377
    Trumbull, Connecticut
    Phone: (203) 261-5519
  • Channels & Barth LLP

    Family Law Expert Witness - Child Support, Alimony, Marital Standard of Living Analysis

    129 W. Wilson, Suite 200
    Costa Mesa, California
    Phone: (949) 706-7070
  • Concourse Realty Group, LLC

    Real Estate Investment & Development; Project & infrastructure finance

    26 Sidney School Road
    Annandale, New Jersey
    Phone: (908) 507-3818
  • Constellation Investment Consulting Corp

    Asset Management and Investing Forensic and Expert Witness Services

    305 Madison Avenue, Suite 2036
    Manhattan, New York
    Phone: (212) 300-6250
  • Copley Investment Management

    Business and Finance Litigation Support and Expert Witness Services

    5025 B Wrightsville Ave.
    Wilmington, North Carolina
    Phone: (910) 452-7147
  • Danny F. Dukes and Associates, LLC

    Forensic Accounting, Expert Witness, Banking, Real Estate and Financial Matters

    101 Avalon Ct
    Canton, Georgia
    Phone: (770) 406-1820
  • David Hahn, MAFF, CVA, ASA, CCIM, CM&AA, CGA, MBA

    Valuations For Forensic Economic Damages, Business, Commercial Real Estate - Expert Witness

    5670 Wilshire Boulevard, Suite 1800
    Los Angeles, California
    Phone: (213) 251-2400
  • David L. Moore (Appraisal and Consulting)

    Real Estate Appraisal and Consulting

    2 Scrub Oak
    Aliso Viejo, California
    Phone: (949) 360-9449
  • E. Robert Miller & Associates

    Property Management, Premises Liability & Landlord-Tenant Disputes Expert Witness

    330 Primrose Road
    Suite 606
    Burlingame, California
    Phone: (650) 373-0705
  • ECS Financial Services, Inc. - Mr. Samuel N. Oliva

    Expert Accounting Testimony

    3400 Dundee Road, Suite 180
    Northbrook, Illinois
    Phone: (847) 291-1333
  • ESA Consulting Services, LLC

    Accounting, Finance, Broker-Dealer, Securities, Valuation and Damages Expert Witness

    2010 West 49th Street
    Minneapolis, Minnesota
    Phone: (612) 325 1800
  • Evans Hagen & Company

    Expert Witness, Financial Counseling Strategy, Litigation Support

    611 Riverside Avenue
    Westport, Connecticut
    Phone: (203) 557-9300
  • Expert R/E Witness: Robert Kehiayan, CPM

    Commercial Real Estate Expert Witness in Orange County, California

    34071 La Plaza
    Suite 140
    Dana Point, California
    Phone: (949) 443-3030
  • Expert Strategy Group

    Expert Witness Referral

    15511 Eastern Avenue
    Henderson, Nevada
    Phone: (800) 521-2877
  • Five Management, LLC - Doug Johnston, Managing Director

    Banking and Corporate Finance Expert Witness

    100 Wilshire Boulevard
    Suite 940
    Santa Monica, California
    Phone: (310) 917-1075
  • Forensicon, Inc.

    Chicago Based, Computer Forensic & E-Discovery Expert Witnesses

    226 South Wabash Avenue
    Suite 300
    Chicago, Illinois
    Phone: (888) 427-5667
  • ForensisGroup Expert Witness Services

    Select Group of Forensic Business, Construction, Engineering, Medical, Scientific Expert Witnesses

    301 North Lake Avenue
    Suite 420
    Pasadena, California
    Phone: (626) 795-5000
  • Franchise Foundations, APC - Kevin B. Murphy, B.S., M.B.A., J.D.

    Franchise Attorney and Expert Witness

    4157 23rd Street
    San Francisco, California
    Phone: (800) 942-4402
  • Giandomenico (John) Rende

    Financial Markets Consultant and Expert Witness

    45 Via Barranca
    Greenbrae, California
    Phone: (415) 461-1865
  • Gregory G. Wimmer, CLU, ChFC, CSSC

    Life, Health and Annuity Expert Witness and Litigation Support Services

    3400 Pembrooke Parkway South
    Colleyville, Texas
    Phone: (817) 540-3141
  • Hempstead & Co. Inc.

    Business Valuations; Fairness Opinions; Damages

    807 Haddon Avenue
    Haddonfield, New Jersey
    Phone: (856) 795-6026
  • Henry B. Staley, Jr., MAI, CPA, CRE

    Hospitality Industry Expert Witness

    4314 Pablo Oaks Court
    Jacksonville, Florida
    Phone: (904) 821-0690
  • Hynes Aviation Services

    Aviation Safety Audits, Mediation, Litigation

    1002 Cliff Drive
    Branson, Missouri
    Phone: (888) 335-5754
  • IntegraFEC

    Financial and Economic Consulting Expert Witness

    1801 Lavaca Street, Suite 101
    Austin, Texas
    Phone: (512) 796-2618
  • Integritas Financial Consulting

    Futures Regulatory, Compliance and Risk Management Expert Witness and Consultant

    601 South La Salle Street
    Suite 200
    Chicago, Illinois
    Phone: (312) 894-1041
  • Invest Securities Consulting, Inc.

    Securities Expert Witness

    301 Snowcrest Road
    Westcliffe, Colorado
    Phone: (719) 783-3230




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