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Forensic, General & Medical
Expert Witnesses

Stock Options Expert Witnesses

A stock options expert witness is highly familiar with stock options. An option contract gives the right, but not the obligation, to buy or sell an underlying asset at a specific price on or before a certain date. An option on a stock or bond is a security, while that on a futures contract is not, so that the body of applicable regulation changes depending on the underlying asset. Options abuse is a fertile area for customer complaints, and conceptions such as churning or unauthorized trading apply here although techniques for analysis may vary depending on the nature of the underlying asset.


Brian H. Kleiner, Ph.D., M.B.A.

Brian H. Kleiner, Ph.D., M.B.A.

Stock Options Expert Witness

Employment/Human Resources Management Expert Witness

(714) 879-9705

Brian H. Kleiner is a Professor (Emeritus) of Human Resource Management at a prestigious California University following his having earned a MBA degree and PhD in Management degree, each from UCLA. Dr. Kleiner has over...


Expert Witness Overview Litigation Support Speaker
James W. Lovely, B.B.A., M.B.A., J.D.

James W. Lovely, B.B.A., M.B.A., J.D.

Stock Options Expert Witness

Derivatives, Swaps and Structured Financial Products - Expert Witness & Consultant

(863) 398-9898

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...

https://fpexpert.com

Expert Witness Overview Litigation Support Speaker
Kerry G. Campbell, CFA®, CFP®, AIFA®

Kerry G. Campbell, CFA®, CFP®, AIFA®

Stock Options Expert Witness

Securities and Investments Expert Witness

(718) 273-4905

Mr. Kerry 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...

https://kerrycampbell.net/

Expert Witness Overview Litigation Support Speaker
FEND Securities Expert Witness

FEND Securities Expert Witness

Stock Options Expert Witness

Securities Expert Witness in Arbitration and Litigation and FINRA Arbitrator

(310) 850-2834

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,...

https://www.fend.com

Expert Witness Overview Forensic Expert Litigation Support Speaker
Nolte Analytics, LLP

Nolte Analytics, LLP

Stock Options Expert Witness

Accounting, Appraisal, Economic Damages and Personal Injury Expert Witnesses

(213) 315-2700

Nolte Analytics is a licensed CPA firm specialized in accounting, finance, appraisal, commercial damages, and personal injury. Our team includes experts with the highest professional credentials and over 40 years of...

https://nolteanalytics.com

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Fulcrum Inquiry

Fulcrum Inquiry

Stock Options Expert Witness

Damages, Valuation & Forensic Accounting Expert Witnesses

(213) 787-4100

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...

https:www.fulcrum.com

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Arrowfish Consulting

Arrowfish Consulting

Stock Options Expert Witness

Economic Damages and Business Valuation Expert Witness

(801) 839-5778

At Arrowfish, we not only have an extremely knowledgeable and experienced team of experts to handle all of your financial and economic consulting needs nationwide, we also have a passion for what we do.
Our areas of...

https://www.arrowfishconsulting.com

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Consolidated Consultants Co.

Consolidated Consultants Co.

Stock Options Expert Witness

Free Expert Witness & Medical Expert Witness Referrals Nationwide

(800) 683-9847

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...

https://www.freereferral.com/

Expert Witness Overview Forensic Expert Litigation Support Speaker Published Articles

Robert D. Lawson, CSCP®, AIF®, CFE®, MRFC®, LUTCF®

Stock Options Expert Witness

FINRA and Securities Expert Witness

Mr. Robert Lawson has 40 years of experience in the financial services industry with securities, investments, retirement plans, and insurance and in a professional capacity as a registered...

MCS Associates - Management Consultants

Stock Options Expert Witness

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,...

Center for Forensic Economic Studies

Stock Options Expert Witness

Expert Witness Economists - Forensic Economics Expert - Statistical Litigation Support

The Center for Forensic Economic Studies provides economic and statistical analysis and testimony in commercial, injury, wrongful-death and employment litigation. Economists at the Center analyze...

Invest Securities Consulting, Inc.

Stock Options Expert Witness

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,...

Market Consulting Corporation

Stock Options Expert Witness

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...

Navesink International

Stock Options Expert Witness

Securities, Derivatives, Portfolio Management Consultant and Expert Witness

Expert Witness: Options & Futures, Trading and Complex Securities; Navesink International offers expert witness services for options, trading, derivatives, complex securities, investigations for...

Charles Porten, CFA

Stock Options Expert Witness

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...

BHK Associates, Inc.

Stock Options Expert Witness

Banking, Finance & Commercial Real Estate Expert Witness

Brian H. Kelley is a former Bank CEO with more than 30 years of experience in all areas of banking, credit underwriting, governance, regulatory compliance, construction, problem loans, and all facets...

Epstein + Nach LLC

Stock Options Expert Witness

Forensic Accountant, Auditor Liability, Accounting Malpractice Expert Witness

Dr. Barry Jay Epstein, CPA, CFF, a Principal at Epstein + Nach LLC, is a forensic accounting expert concentrating on financial reporting fraud, securities fraud, accountant malpractice, auditor...

Michael J. Ramer, M.A., C.P.C., C.S.P.

Stock Options Expert Witness

Vocational and Economic Expert Witness

Michael J. Ramer is qualified as both an employability and economic expert. Experienced with litigation matters involving: earnings capacity, economic loss, compensation, matrimonial, personal...

Shari L. Yaros, CPA, MBA - S-L-Y Finance Forensics & Assoc.

Stock Options Expert Witness

CPA MBA Forensic Accountant and Expert Witness for Civil Litigation in Los Angeles

Shari L. Yaros is the owner of S-L-Y Finance Forensics & Assoc., an expert forensic and investigative accounting business specializing in general civil litigation (economic damages, lost profits,...

Bartlett Joseph Associates

Stock Options Expert Witness

Retail Industry Management Consultant and Expert Witness

Bartlett Joseph Associates is an independent retail industry management consulting firm headed by Mr. Robert Bartlett. Mr. Bartlett has been an industry practice leader in a major multi-national...

Giandomenico (John) Rende

Stock Options Expert Witness

Financial Markets Consultant and Expert Witness

Giandomenico (John) Rende's expertise covers virtually all areas related to investments in stocks, options, fixed income, mutual funds, insurance products, futures, etc. Rende has been a manager and...

Tilkin Group

Stock Options Expert Witness

Financial Services Litigation Consultant and Expert Witness

David has been providing arbitration, litigation and expert witness services at varying degrees since 2000 when David left Wachovia Securities to start Protegent, Inc. Protegent was the first company...

ValueScope, Inc.

Stock Options Expert Witness

Valuation, Transaction Advisory and Litigation Support

ValueScope, Inc. is a leader in the application of financial and econometric analysis to value measurement and shareholder value growth. As a leading independent valuation, litigation support and...

John A. Heyman, CPA

Stock Options Expert Witness

Financial Accounting and SEC Reporting Expert Witness

John A. Heyman, CPA is a SEC accounting and financial reporting specialist with 30 years of public accounting and SEC experience. He is formerly the national SEC director and a senior technical...

Analytic Resources, LLC

Stock Options Expert Witness

Economics, Financial Valuations, Litigation Support and Expert Witness

Analytic Resources, LLC is an economic consulting company that provides economic, financial and statistical analysis, policy evaluation, litigation support and expert testimony. We have extensive...

Investment Strategy & Analysis

Stock Options Expert Witness

Securities, Hedge Fund & Investments Expert Witness

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...

The Economics Group, LLC

Stock Options Expert Witness

Forensic Economics Litigation Support and Expert Witness Services

Since 2003, The Economics Group, has utilized Experience, Capability, Integrity, Understandable and Transparent measurement of data to provide accurate, trusted, quality services to plaintiff and...

VEGA Compliance Consulting

Stock Options Expert Witness

Banking and Financial Markets Expert Witness

Chief Compliance Officer and controls executive from major global investment banks.; 30 years of institutional and retail expertise; FINRA exams (8); Product expertise in equity/stocks, bonds, hedge...

Agile Financial LLC

Stock Options Expert Witness

Financial Consulting and Expert Witness

Valuation of options, futures, illiquid securities, derivatives, loans and repo trades. Duty of care, Suitability, risk identification, assessment, advisory, reporting, risk management policies &...

NFP Compensation Consultants

Stock Options Expert Witness

Compensation Expert Witness

NFP Compensation Consulting is a compensation and corporate governance consulting firm based in Houston, Texas. As a leader in compensation advisory, planning, and design, our firm specializes in...

Jeffrey Barth, CPA

Stock Options Expert Witness

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

Jeffrey Barth, CPA is an experienced CPA with strong internal and external audit experience. He has worked in public accounting with Ernst & Young LLP as well as for public companies senior...

IntegraFEC

Stock Options Expert Witness

Financial and Economic Consulting Expert Witness

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...

M.M. Dillon & Co.

Stock Options Expert Witness

Investment Banking Expert Witness

We are a full service investment banking firm with substantial experience in being an expert witness related to mergers, acquisitions, capital markets, securities, valuations, solvency, make whole...

MR Valuation Consulting, LLC

Stock Options Expert Witness

Business Valuation, Litigation Support, Mergers & Acquisitions - Expert Witness

MR Valuation Consulting, LLC is an independent valuation consulting company providing high quality appraisals, valuation advisory consulting, and litigation support services to clients worldwide for...

Bekker Compliance Consulting Partners, LLC

Stock Options Expert Witness

Forensic Audit Services

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...

Super Computer Consulting, Inc.

Stock Options Expert Witness

Financial Derivatives, Structured Products, Hedge Funds - Expert Witness

We specialize in the research, application, implementation, and exposition of complex derivatives, structured products, risk management, and hedge funds.

Copley Investment Management

Stock Options Expert Witness

Business and Finance Litigation Support and Expert Witness Services

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

Paragon Advisory Services, Inc.

Stock Options Expert Witness

Business Enterprise, Debt & Equity Securities Valuation Expert Witness






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