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 Since 1933, the offering of security investments has been regulated and the principle of caveat emptor has been replaced by the concept of full disclosure, giving the aggrieved investor a basis for numerous kinds of claims growing out of the way that a product has been structured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



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...

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...

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.

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...

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...

Investigative Technologies LLC

Carson City, Nevada

IT Experts for Litigation & Investigations

Phone (775) 267-4121

Investigative Technologies specializes in providing information technology and solutions to complex corporate investigations and litigation. Our consultants have extensive industry experience combined with the knowledge of the latest software and hardware tools. Our specializations allows us to...

Bekker Compliance Consulting Partners, LLC

Porter Ranch, California

Forensic Audit Services

Phone (818) 836-1291

Bekker Compliance Consulting Partners, LLC (BCCP) is a full-service consulting and training firm that specializes in providing customized global solutions to the financial services industry. BCCP is also actively engaged in global financial sector modernization, private sector development, and...

Risk Limited™ - Shannon Burchett

Dallas, Texas

Risk Managment, Trading Strategy, Hedging, Case Preparation and Discovery Request Experts

Phone (469) 814-8000

Copley Investment Management

Wilmington, North Carolina

Business and Finance Litigation Support and Expert Witness Services

Phone (910) 452-7147

Copley Investment Management provides litigation support in the areas of Business Valuations, Finance, and Economics.

Evans Hagen & Company

Westport, Connecticut

Expert Witness, Financial Counseling Strategy, Litigation Support

Phone (203) 557-9300

Founded 24 years ago, Evans Hagen & Company provides experienced litigation support services and expert testimony, legal advisory services and financial advisory services to companies operating within most segments of the Telecommunications Industry. With respect to the firm’s Litigation...

Kenneth J Phillips & Associates

Aledo, Texas

Real Estate and Mortgage Fraud Expert Witness

Phone (817) 929-0707

Experience in both commercial and residential real estate morrtgage fraud. Appraisal Experience in farm and ranch land, single family and commercial valuation experience in improved properties include: single family, 2-8 unit multi family, multi family, industrial and warehousing: office and...

Benjamin Blakeman, Esq.

Los Angeles, California

Life Insurance or Securities Compliance Expert

Phone (888) 270-0051

Channels & Barth LLP

Costa Mesa, California

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

Phone (949) 706-7070

Jeff Barth is an experienced internal and public auditor with Big 4 experience. A Former CFO of a $360MM international manufacuting company and Director of Internal Audit for a NYSE registered company he has a broad base of business and accounting experience to help attorneys and clients get...






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