Investments Expert Witnesses
Don Coker
Georgia - Serving: All States

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...
Key Coleman, CPA, CFA
Pennsylvania - Serving: Nationwide (all states)

Damages 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...
Thomas G. Taliaferro, CIMA®, AIF®
California - Serving: All States

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...
Invest Securities Consulting, Inc.
Colorado - Serving: all states and Puerto Rico

Securities Expert Witness
Douglas J. Schulz has worked in the securities industry for 42 years. He has worked as a Securities Expert Witness for 34 years. He holds the highest certification by a securities regulatory body, (FINRA/Wharton School of Business), he is a Certified Regulatory Compliance Professional, CRCP. He has worked as a...
Blue Ocean Global Technology
Pennsylvania - Serving: All States. Clients in 40+ countries.

Internet Defamation, Online Reputation Management, Social Media, SEO, Digital Damages Expert Witness
Sameer Somal is the CEO & Co-Founder of Blue Ocean Global Technology. He is a frequent speaker at conferences on digital transformation, online reputation management, internet defamation, search engine optimization, social media and ethics. Fundamental to his work at Blue Ocean Global Technology, Sameer leads...
Pacific Management Consulting Group
California - Serving: All States

Restaurant Subject Matter Expert Witness; Litigation Engagements
Pacific Management Consulting Group, and its principal, John A. Gordon, provide 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 Master...
Real Estate Expert Witnesses, LLC
Illinois - Serving: National and International

Commercial & Residential Real Estate Expert Witness
Jeff Rothbart is a seasoned real estate executive with more than 19 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,...
MCS Associates - Management Consultants
California - Serving: All States

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

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...
James W. Lovely, B.B.A., M.B.A., J.D.
Florida - Serving: All States

Derivatives, Swaps and Structured Financial Products - Expert Witness & Consultant
James Lovely provides expert witness, litigation support, and consulting services concerning swaps, derivatives and other capital markets products. He has both academic training and extensive and varied executive and legal career experience with financial products and in financial markets.
Mr. Lovely is...
Kerry G. Campbell, CFA®, CFP®, AIFA®
New York - Serving: All States

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...
Istvan Jonyer, PhD, MBA - Sidespin Group
California - Serving: All States

Software, Networking, Smart TV, Machine Learning Expert Witness
Dr. Jonyer has over 35 years of experience is computer science, and is an expert in networking, telecommunications, smart TVs, smartphones, machine learning, computer software, Internet, cloud, and web technologies.
Areas of Expertise
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• Networking and Telecommunications: Mobile...
FEND Securities Expert Witness
California - Serving: All States

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

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

Free Expert Witness & Medical Expert Witness Referrals Nationwide
Consolidated Consultants Co., 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...
Vident Partners
Maine - Serving: All States and Canada.

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...
Danny F. Dukes and Associates, LLC
Canton, GeorgiaForensic Accounting, Banking, Real Estate, and Financial Matters Expert Witness

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 30 years in the financial...
William (Bill) Fender
Denver, ColoradoFiduciary Duties and Responsibilities in Investment Management Expert Witness

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...
Steve C. Burgess
Los Angeles, CaliforniaLife 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...
Steve Masterson
Coeur d'Alene, IdahoFiduciary Duties, Estate and Trust Administration, Prudent Investor Act, Trust/Estate Accounting

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...