Fiduciary Duty Expert Witnesses
Market Consulting Corporation
New York - Serving: No charge for travel time for testimony. Nationwide - Alabama, ...
(888) 397-9867
https://www.market-consulting.comSecurities, 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....
Kerry G. Campbell, CFA®, CFP®, AIFA®
New York - Serving: All States (718) 273-4905 https://kerrycampbell.net/Securities and Investments Expert Witness
Mr. Campbell has over 30 years of financial industry experience. He is the principal of a financial litigation and investment management consulting firm, Kerry Campbell LLC, where he serves as a financial expert witness during litigations and provides consulting services to financial institutions and investors.
He...
Charles W. Ranson Consulting Group, LLC
Florida - Serving: All States (561) 371-7570 https://charleswranson.com/Trusts & Estates / Fiduciary / Investment Advisor Disputes Expert Witness / Nationwide
Charles W. Ranson provides litigation consulting services and expert witness testimony for plaintiff and defense counsel in trust and estate litigation cases alleging breach of fiduciary duty. Counsel representing corporate and individual trustees, trust beneficiaries, estate personal representatives/executors, estate...
FEND Securities Expert Witness
California - Serving: All States (310) 850-2834 https://www.fend.comSecurities Expert Witness in Arbitration and Litigation and FINRA Arbitrator
FEND Securities Expert Witness is a consultant in litigation and arbitration, nationally (24 states), involving securities, insurance and annuities. 356 arbitrations (700 retentions) since 1969, before NASD, FINRA, JAMS, AAA, NYSE, PSE & 100+ mediations. Mr. Dinehart, RFC, is a FINRA Arbitrator and has qualified &...
Don Coker
Georgia - Serving: All States (770) 852-2286 https://www.hgexperts.com/expert-witness/don-coker-42801Banking Consultant & Banking Industry Standard Procedures, et al., Expert Witness
Don Coker, based in the metro Atlanta, Georgia area, offers nationwide bank consulting and expert witness services for all banking and finance areas including lending, deposit, wire transfer, and operations issues, trust, estate and probate issues, mortgage banking including subprime loans, economic damages, industry...
Key Coleman, CPA, CFA
Pennsylvania - Serving: Nationwide (all states) (215) 779-5452 https://lefcg.comDamages Expert Witness - Damages Analysis in Commercial Disputes and Insurance Matters
Key Coleman analyzes damages and performs forensic accounting in the context of commercial disputes, and works in a variety of industries. He typically works closely with outside counsel once a dispute has been filed.
Key is Executive Director and Founder of Litigation Economic & Forensic Consulting Group LLC...
Fulcrum Inquiry
California - Serving: All States (213) 787-4100 https://www.fulcrum.comDamages, Valuation & Forensic Accounting Expert Witnesses
Fulcrum Inquiry is a business and financial consulting firm. We have expertise in accounting, appraisal, economics, and finance. Our more experienced professionals regularly provide expert testimony, and have achieved outstanding results in this area.
Our careful economic analysis and industry research, presented...
HP Accounting - Bob Bates, JD, CPA, CFO, CVA, CFE
California - Serving: All states (415) 793-7777 https://www.hpaccounting.comForensic Accounting Expert Witness
Our esteemed CPA expert witness, Bob Bates is a JD, CFE, CVA and CFO who has worked with various lawyers on over 100 cases in many states. He provides financial support for clients in litigation, or pre-litigation, as well as provides a report, such as damages calculations, which can be used in litigation. He also has...
Thomas G. Taliaferro, CIMA®, AIF®
California - Serving: All States (619) 780-8049 https://www.financialadvisorexpertwitness.com/Securities Expert Witness
Thomas G. Taliaferro is a financial advisor/portfolio manager with more than 30 years of professional experience including serving as Senior Vice President for both Morgan Stanley and Wells Fargo Advisors. Highly experienced with high net worth and ultra-high net worth investors. Extensive supervisory experience...
The Equine Expert LLC
Texas - Serving: All States, Canada, Mexico and Europe. (817) 454-4537 https://theequineexpert.comEquine Expert Witness, Consulting and Appraisal Services
The Equine Expert LLC is an expert witness firm, and our expertise spans dozens of disciplines and specializations in the equine industry by first-class horsemen and women, professional and top amateurs, with hands-on knowledge of the horse world. With a collaborative firm culture and a reputation for unparalleled...
Evidence Solutions, Inc.
Arizona - Serving: All States. Nationwide. International. (866) 795-7166 https://www.evidencesolutions.comTrusted Expert Witnesses in Digital Evidence, Accident Reconstruction, Commercial Trucking and more!
Evidence Solutions, Inc., (ESI) is a premier forensics company founded in 1982. With centuries of combined expertise, our team of dedicated experts can help you obtain, understand, and utilize all the data and information necessary to uncover the truth in your case.
We provide consulting in Digital Forensics,...
Harold "Trey" Fairman III, AIF, JD, LLM
San Marcos, CaliforniaRetirement Plan and Insurance Expert Witness
(619) 993-0013
An investment advisor, tax attorney, licensed insurance agent in multiple states, a licensed life settlement broker, an Accredited Investment Fiduciary®, and a member of the California Bar. More than 25 years experience as an insurance broker and tax planner in the high-net-worth market; now...
William (Bill) Fender
Denver, ColoradoFiduciary Duties and Responsibilities in Investment Management Expert Witness
(303) 694-1900
William (Bill) Fender is a principal and senior investment consultant in an SEC registered investment adviser firm that provides investment consulting services on a fee-only basis to over $30 billion of individual, retirement plan and foundation investment portfolios pursuant to the Investment...
Christopher Hawk
Beverly Hills, CaliforniaInsurance and Financial Expert Witness
(424) 410-3120
Christopher Hawk provides expert witness opinions on Insurance and Financial matters. In 2006, he founded the Small Business & Retirement Plans Foundation, a 501 (c) 3 nonprofit corporation; to facilitate financial literacy and business development work-shops for disadvantaged youths, young...
Steve Masterson
Coeur d'Alene, IdahoFiduciary Duties, Estate and Trust Administration, Prudent Investor Act, Trust/Estate Accounting
(208) 755-3704
Fiduciary standards of care by individual and corporate fiduciaries; Standards for care under the Uniform Prudent Investor Act; Uniform Principal and Income Act; Standards for discretionary distributions to beneficiaries; Trust administration for conduit entities (partnerships, LLCs, and sub-S...
Strider Investigations, Inc.
Cedar Park, TexasFinancial Crimes, Probate and Estate Fraud, Asset Recovery Expert Witness
(512) 348-8552
Strider Investigations, Inc. specializes in any fraud, theft or chicanery that involves complicated business, estate, or probate transactions and events.; David Amis has 15+ years experience in international finance and 5+ years in investigations and law enforcement.; A brief summary of me:;...
AGFS
Arnold, MarylandMunicipal Bonds Expert Witness and Municipal Advisor Expert Witness
(916) 761-3432
Robert Doty provides litigation consulting and expert witness services regarding fiduciary duties, disclosure and due diligence in municipal bond transactions, and the roles and responsibilities of parties, including municipal bond issuers, conduit borrowers, underwriters and dealers, municipal...
Roy H. Owen
Charleston, South CarolinaCommercial Mortgage, Commercial Real Estate, CMBS Servicing and Expert Witness
(917) 579-1153
Roy H. Owen has a professional career in asset management, management consulting, and structured finance, including: commercial real estate portfolio management (both debt and equity); non-performing commercial mortgage loan and franchise finance debt resolution; commercial mortgage and CMBS...
Charles Porten, CFA
Weston, ConnecticutInvestment Advisor and Expert Witness
(203) 454-4615
Charles Porten is a Chartered Financial Analyst, investment expert, and former Registered Investment Advisor, 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...
Inglewood Associates LLC
Fairport Harbor, OhioBanking, Commercial Banking, Lender Liability, Bankruptcy & Bank Fraud Expert Witnesses
(440) 477-4781
Nancy Terrill has 35 years of workout and executive banking experience. She offers expert witness services for commercial bank lending, Commercial Bank Lending Policy and Standards including Good Faith and Fair Dealing Policy, Fraud, Lender Liability, Regulatory Oversight, Commercial loan workout...
