Forensic, General & Medical
Expert Witnesses

Variable Annuities Expert Witnesses


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...

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...

Kerry G. Campbell, CFA®, CFP®, AIFA®

Kerry G. Campbell, CFA®, CFP®, AIFA®

New York - Serving: All States

Phone (718) 273-4905
Website www.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...

Olsen Annuity Education

Kirkwood, Missouri

Annuity Expert Witness

Phone (314) 909-8818

Expert Witness in litigation involving life insurance, annuities, and investments. Author of 4 books on annuities. 42 years experience in insurance industry. Expert in suitability issues.

Walsh, Pfeffer & Co.

Port Washington, Wisconsin

Financial Litigation Support

Phone (262) 536-4236

Walsh, Pfeffer & Co. provides litigation support (case evaluation & expert testimony) in disputes rooted in transactions of stocks, bonds, options, mutual funds, commodities, futures, or other derivative instruments, and mediation services.






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