Forensic, General & Medical
Expert Witnesses

Investments Expert Witnesses

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 Since 1933, the offering of security investments has been regulated and the principle of caveat emptor has been replaced by the concept of full disclosure, giving the aggrieved investor a basis for numerous kinds of claims growing out of the way that a product has been structured or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 https://www.market-consulting.com/

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....

Don Coker

Don Coker

Georgia - Serving: All States

Phone (770) 852-2286
Website https://www.hgexperts.com/expert-witness/don-coker-42801

Banking 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...

Kerry G. Campbell, CFA®, CFP®, AIFA®

Kerry G. Campbell, CFA®, CFP®, AIFA®

New York - Serving: All States

Phone (718) 273-4905
Website https://kerrycampbell.net/

Securities and Investments Expert Witness

Mr. Campbell has more than 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...

Vident Partners

Vident Partners

Maine - Serving: All states and Canada.

Phone (913) 257-5170
Website https://www.videntpartners.com

Expert Witness Search and Referral Service

Vident Partners provides concierge-level service. We handle each assignment in a customized manner, using our knowledge of the case, our knowledge of the experts, and our years of working with both plaintiff and defense attorneys in virtually every jurisdiction in the United States and Canada. Our goal is always to...

MCS Associates - Management Consultants

MCS Associates - Management Consultants

California - Serving: All States

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

Banking, Finance, Insurance, Securities, Real Estate & Economics/Damages Expert Witnesses

MCS Associates is a nationwide specialist consulting and expert witness company (est. 1973) that concentrates exclusively in banking, finance, insurance, securities/investments, financial services, real estate, and related economic and damages matters.
Expert Witness and Litigation Consulting have been the primary...

Consolidated Consultants Co.

Consolidated Consultants Co.

California - Serving: All States, International

Phone (800) 683-9847
Website https://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 W. Ranson Consulting, Inc.

Charles W. Ranson Consulting, Inc.

Florida - Serving: All States

Phone (561) 371-7570
Website https://charleswranson.com/

Investment & Fiduciary Disputes Expert Witness

Charles W. Ranson is a wealth management expert witness based in Fort Lauderdale, Florida, with 35+ years of real-world experience in the financial services industry. He provides consulting and testimony in disputes between financial institutions, trustees, beneficiaries and investors. .

FEND Securities Expert Witness

FEND Securities Expert Witness

California - Serving: All States

Phone (310) 850-2834
Website https://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. 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 &...

Steve C. Burgess

Steve C. Burgess

California - Serving: All States

Phone (800) 731-8122
Website https://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...

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...

Charles Porten, CFA

Charles Porten, CFA

Connecticut - Serving: All States

Phone (203) 454-4615
Website https://www.charlesporten.com

Investment Advisor and Expert Witness

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 issues.
He has an...

Real Estate Expert Witnesses, LLC

Real Estate Expert Witnesses, LLC

Illinois - Serving: National and International

Phone (312) 620-2124
Website https://www.realestateexpertwitnesses.com/

Commercial Real Estate Expert Witness

Jeff Rothbart is a seasoned real estate executive with more than 15 years of direct experience in all aspects of commercial and residential real estate. Generally, Mr. Rothbart’s experience includes, but is not limited to, land and property acquisition, zoning and entitlements, development, general contracting,...

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 $16 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

Restaurant Subject Matter Expert; Litigation Engagements

Pacific Management Consulting Group, and its principal, John A. Gordon, provides strategy, operations and financial management expertise relative to restaurants. This includes expert research, consulting and testimonial projects in federal state and Canada courts. Gordon is an independent analyst, certified as a...

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,...

Investment Strategy & Analysis, LLC

San Francisco, California

Securities, Hedge Fund & Investments Expert Witness

Phone (415) 845-7829

Marty Dirks is an investment professional with 30+ years of investment experience. At Investment Strategy & Analysis Mr. Dirks provides litigation consulting and expert witness services with a primary focus on 1) • Pension plans, endowments and foundations 2) Investment portfolio management:...

Jonathan Stern

Baltimore, Maryland

Real Estate Economics Expert Witness

Phone (314) 583-5931

Expert in real estate financial analysis, economic feasibility, development planning, project management and transactions consulting on projects valued at up to $500 million. Dual MBA / Master in Architecture degrees.

Steve Masterson

Coeur d Alene, Idaho

Private Fiduciary, Trust Consultant and Expert Witness Services

Phone (208) 755-3704

Fiduciary standards of care by individual and corporate fiduciaries; Standards for care under the Uniform Prudent Investor Act; Investment portfolio modeling; Uniform Principal and Income Act; Standards for discretionary distributions to beneficiaries; Federal estate tax ; Federal fiduciary income...

Invest Securities Consulting, Inc.

Westcliffe, Colorado

Securities Expert Witness

Phone (719) 783-3230

I have been a securities fraud expert witness for over 35 years. I have been hired over 1,100 times and have given sworn testimony over 650 times. My clients are typically: investors, lawyers, brokers, financial advisers, and brokerage firms. My clients have received over $36 million in awards. I...

Five Management, LLC - Doug Johnston, Managing Director

Santa Monica, California

Banking, Lending and Due Diligence Finance Expert Witness

Phone (310) 917-1075

Litigation support in banking and finance, and an investigative business consultant. Doug Johnston has served as CEO, President, EVP, and/or COO in Banking, Mergers and Acquisitions, and Commercial Real Estate companies across the U.S. His 19 years in banking included duties as Manager of five...

Navesink International

Fair Haven, New Jersey

Consultant, Expert Witness - Securities, Derivatives, Portfolio Management

Phone (646) 844-1789

Gontran de Quillacq was a portfolio manager/derivatives trader for 20 years, trading most forms of equity derivatives (options, swaps, ETFs), managing proprietary trading strategies. Navesink provides consulting, reports and testimony on complex products, manipulations, frauds or losses due to...

ForensisGroup Expert Witness Services

Pasadena, California

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

Phone (626) 795-5000

For over 25 years, ForensisGroup has provided the nation’s top law firms, insurance agencies, government entities and many other industries with highly qualified expert witnesses and consultants. Our success in placing experts in over 10,000 cases begins with our selective screening process. For...

A&C Advisors LLC

Coral Springs, Florida

Investment Management Expert Witness

Phone (561) 948-1833

We are experts in all aspects of financial services including; hedge funds, mutual funds, equities, fixed income securities, trading, investment management, marketing of such products and services, structures of such products, brokerage and investment strategy.

Expert R/E Witness: Robert Kehiayan, CPM

Dana Point, California

Commercial Real Estate Expert Witness in Orange County, California

Phone (949) 443-3030

Robert Kehiayan, CPM® has over 30 years of diverse real estate experience. Currently, Robert is an independent Asset manager, property manager, leasing agent, real estate expert witness, and brokerage representative for select clients in Texas and California. He oversees between $20,000,000 and...

R. Bruce Wallace - Expert Witness

Houston, Texas

Expert Witness - Fiduciary, Real Estate, Oil & Gas, Estates and Trusts

Phone (713) 497-5509

Expert witness for testimony in the areas of fiduciary duty, real estate, and oil and gas (energy) including trusts, estates, corporations and partnerships in the Texas court system. 38 years experience as a banker, lawyer, consulting and testifying expert in the Houston, TX area.

Securities Claims Management, LLC

Charlottesville, Virginia

Securities Litigation Expert Witness and Consultant

Phone (434) 760-1966

Robert N. Jones is a testifying expert in securities litigation matters. Rob specializes in Damage Calculations and Suitability Determinations. Rob has over 20 years of experience providing expert analysis, consultation and legal support services to individual investors and the attorneys who...

PF2 Securities Evaluations, Inc.

New York, New York

Financial Markets Practitioner / Industry Experts

Phone (212) 797-0215

PF2 – An independent consulting firm with specialized expertise in the ​evaluation of financial products and the study of financial market dynamics.

Stuart Rachlin

Tampa, Florida

Health Actuary Litigation Support and Expert Witness

Phone (813) 282-9262

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...

Kim Diamond's Warren Street Advisors, LLC

New York, New York

CMBS, Commercial Real Estate, Structured Finance Products Expert Witness

Phone (917) 913-4831

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;...

Risk Consulting & Expert Services

Birmingham, Alabama

Insurance, Reinsurance & Risk Management Expert Witness

Phone (205) 637-1775

Risk Consulting and Expert Services is an experienced consulting firm providing services and counsel to commerce, industry and government on insurance and reinsurance matters. We provide expert witness services and testimony in disputes, arbitration and litigation as well as comprehensive risk and...

Ted Sturtz

Plainfield, New Jersey

Commercial and Financial Expert Witness -New York and New Jersey-based

Phone (908) 757-3936

25 years of commercial and financial experience primarily in investment banking working in numerous functions and covering vast array of industries.

Integritas Financial Consulting

Chicago, Illinois

Futures Regulatory, Compliance and Risk Management Expert Witness and Consultant

Phone (312) 894-1041

Providing a broad base of advisory, expert, and consulting services, Carl Gilmore uses the full weight of his 25 years of experience to advocate for you. He has extensive securities, commodities, and futures brokerage, executive, legal, risk management, operations, compliance, and regulatory...

Accelerant LLC

Manhattan, New York

Securities Litigation Expert Witness

Phone (845) 605-1007

Jack Duval is the Managing Partner and an expert witness at Accelerant, a securities litigation consulting boutique. He has broad and deep experience in complex investments and strategies, including: hedge funds, fund-of-funds, liquid alternatives, private equity, venture capital, managed futures,...

Andrew Barile Consulting Corporation, Inc.

Savannah, Georgia

Insurance & Reinsurance Litigation Consultant

Phone (619) 507-0354

Andrew Barile Consulting Corporation, Inc., is a strategic insurance and reinsurance consulting firm providing unique and creative insurance solutions to members of the insurance industry. Completely independent, the firm is available to serve you, the Client, and provide value added services.; OUR...

IntegraFEC

Austin, Texas

Financial and Economic Consulting Expert Witness

Phone (512) 796-2618

IntegraFEC is a consulting and analytical research group that specializes in exposing financial fraud. We use econometric methods and statistical analysis to solve data intensive problems. Our team of highly qualified quants and analysts with advanced degrees enable us to understand and evaluate...

Lakewood Mortgage Advisors, LLC

Lakewood, Colorado

Mortgage Underwriting Expert Witness

Phone (303) 667-8531

The Lakewood team has extensive experience with Residential Mortgage Backed Securities (RMBS) litigation, cases based on alleged breaches of representations and warranties, and whole loan repurchase litigation. Past roles in litigation have included expert witness, report writing, project...

Peters and Associates LLC

Longmont, Colorado

Hedge Funds, Securities Fraud, Pensions, AntiTrust Economics, Finance and Statistics Expert Witness

Phone (303) 772-2409

Peters and Associates LLC provides expert witness services in hedge funds, securities fraud, pensions, economic and financial analysis. Strong academic credentials, former Dept. Chair and Endowed Chair plus extensive business and Wall Street experience. Author, literary prize winner, keynote...

E. Robert Miller & Associates

Burlingame, California

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

Phone (650) 373-0705

E. Robert Miller, CPM, CIPS, CMC is an expert witness in property management issues for all types of commercial and residential real estate. Experience in arbitration, litigation, lease terms, personal injury, property damage, security, industry standards of care, and due diligence. Retained as an...

Forensicon, Inc.

Chicago, Illinois

Chicago Based, Computer Forensic & E-Discovery Expert Witnesses

Phone (888) 427-5667

Forensicon, Inc. is a computer forensics firm specializing in intellectual property, internal investigations, and employment litigation. We have worked with numerous Fortune 500 companies and many of the largest law firms in the country. A quarter of the top 25 Law Firms in the U.S. have relied...

Danny F. Dukes and Associates, LLC

Canton, Georgia

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

Phone (770) 406-1820

DF Dukes and Associates, LLC provides financial services and litigation support to attorneys, businesses and individuals. We have provided clients with internal control reviews, which have included fraud prevention, as well as fraud detection. ; Our founder has over 28 years in the financial...

Marshall Appraisals, Inc.

Orlando, Florida

Appraisal, Advisor, Market Analyst, Lodging, Hospitality, Retail, Resort, Industrial, Machinery

Phone (407) 496-7551

Marshall Appraisals, Inc. headed by W. Thomas Marshall, Jr. provides appraisal, review, counseling and marketability services throughout Florida, Georgia and the United States. Appraisal of real estate interests, businesses and industries. Specific interests include complex valuation issues,...

Andrew Milia, Franklin Property Corporation

Birmingham, Michigan

Expert Witness in all Real Estate Matters

Phone (248) 539-3332

Franklin Property Corporation provides expert witness services to attorneys for a wide array of legal matters relating to real estate, including zoning, site design, feasibility, financing, development, construction, valuation, management and other related issues. We are available for all elements...

Concourse Realty Group, LLC

Annandale, New Jersey

Real Estate Investment & Development; Project & infrastructure finance

Phone (908) 507-3818

Recognized for superior problem-solving, project management, relationship building and strategic planning skills. Strong expertise in international commercial real estate and project finance. Successfully work with private and listed companies, as well as, institutional investors, family offices...

Martin Property Research, Inc.

Denver, Colorado

Commercial Real Estate Valuation Expert Witness Testimony and Deposition

Phone (303) 808-8951

Martin Property Research, Inc. provides commercial real estate valuation, analytical, consulting and related services. We offer expert witness valuation review, appraisal, and related testimony-deposition services as well. We also offer property-level analysis including ARGUS-based analyses and...

Adam Minow, CPA A Professional Accounting Corporation

Santa Ana, California

Certified Public Accountant, Valuation Analyst and Financial Forensics

Phone (714) 900-9853

Adam S. Minow, CPA, is a preeminent, independent certified public accountant and financial consultant located in Southern California. Mr. Minow provides litigation support, business valuation and management consulting of the highest caliber, quality, responsiveness and integrity to attorneys,...

Shokan Human Resource Experts

Manhattan, New York

ERISA, Employee Benefits & Human Resource

Phone (212) 595-2366

Shokan Human Resource Experts, specialized in ERISA, employee benefits and HR is headed by Mitchell Langbert, Ph.D. an Associate Professor of Business and Economics with tenure at Brooklyn College-CUNY. He is the author of numerous articles on The Employee Retirement Income Security Act of 1974...

Jack P. Friedman & Associates

Dallas, Texas

Real Estate Expert Witness: Appraisals, Tax, Economics, Condemnation

Phone (972) 669-4999

Jack P. Friedman & Associates is a real estate economics firm that provides consulting and expert witness assistance to attorneys who represent individuals, corporations or government agencies.

Keegan & Company LLC

Rye, New York

Marketing Expert Witnesses

Phone (914) 967-9421

Keegan & Company provides litigators with expert counsel and testimony on a wide range of marketing, consumer behavior research, intellectual property, and economic issues. From consumer surveys to international business, attorneys rely on our service and expertise to attain winning results for...

ECS Financial Services, Inc. - Mr. Samuel N. Oliva

Northbrook, Illinois

Expert Accounting Testimony

Phone (847) 291-1333

ECS Financial Services, Inc.'s managing partner, Mr. Samuel N. Oliva, a Certified Public Accountant since 1977, has over 27 years of experience in public accounting, and has been a partner at ECS Financial Services, Inc. (formerly Edwin C. Sigel, Ltd.) since 1980 and managing partner since 1982.






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