Banking Expert Witnesses

E-671115

Investment Banking and Leveraged Finance Expert Witness | Connecticut

This highly-qualified expert has nearly 30 years of experience in the field of investment banking and leveraged finance, specializing in arranging debt financing primarily for leveraged buyouts, mergers and acquisitions, refinancings, recapitalizations and rescue financings. He earned his BS in computer science from Columbia University and his MBA in finance and international business from the...

E-015620

Investment Banking Expert Witness | New Jersey

This expert has over 40 years of experience in every area of investment banking, including Mergers and Acquisitions (including LBOS and recapitalizations), Fairness Opinions, Adequacy Opinions, Solvency Opinions, Valuations, Damage Issues, Fiduciary Issues, Advice to Special Committees of Boards and Trustees, Due Diligence and Disclosure Issues, Financing of debt and equity both public and...

E-013176

Retail Finance and Merchandising Expert Witness | New Jersey

This expert has more than 20 years of experience as a retail executive (Senior VP, Executive VP, Merchandise VP, and President) with Macy's, Bloomingdales, the U.S. division of a major dutch retailer Steinbach, and more. He has also spent 18 years as a financial advisor, equity analyst, and investment banker. He earned a BS in Retail Management/Marketing from Drexel University and has authored...

E-135998

Alternative Investment Management Expert Witness | Connecticut

This C-level financial executive has 35+ years of experience in investment banking, capital markets, private equity, and business development. He is an expert in the global alternative investment industry with a BS from Boston University, an MBA from Stern at NYU, and the Level I CAIA certification. He is also a regular speaker on the international alternative investments conference circuit and...

E-136268

Investment Management Expert Witness | Massachusetts

This expert has over 30 years of experience in investment management. He holds a BA in economics from Brandeis University and an MBA in finance and accounting from the University of California, Berkeley. Throughout his career managing portfolios and funds, he has bought and sold options and traded stocks, ETFs and mutual funds. As the former Managing Director and Portfolio Manager at Charles...

E-462277

Asset Management Expert Witness | Illinois

This expert has over 30 years of experience in asset management. He earned his BS in industrial and operations engineering from the University of Michigan before earning his MBA from Harvard University. He is licensed by the National Futures Association in national commodity futures and is a member of the National Futures Association Hearing Committee. Throughout his career, he has held multiple...

E-524077

Mergers & Acquisitions, Investment Banking, and Corporate Valuation Expert Witness | New York

This highly qualified expert has nearly 30 years of experience in the fields of mergers and acquisitions, investment banking, and corporate valuation, with additional specialization in energy, natural resources, and infrastructure sectors. After earning his BA from the University of North Carolina, Chapel Hill, he went on to become an analyst in corporate finance at Wheat First Butcher Singer and...

E-654686

Banking and Small Business Lending Expert Witness | Florida

This highly-qualified expert has 25 years of experience in banking and small business lending. He earned his BA in organizational management from Warner University and an MBA in finance from International College. He has formerly served as a commercial lender for SouthTrust Bank, Southern Community Bank, and Florida Community Bank. During his time with Florida Community Bank, he also held the...

ID: 80128

Dr. Rustin Thomas Yerkes, CFA, CFP, FRM, PhD

Dr. Rustin T. Yerkes has 23 years of experience in Finance and Economics. He earned his BS in Economics and Operations Research from the United States Air Force Academy, his MBA in Finance from Auburn University Montgomery, and his Ph.D. in Finance and Economics from the University of Alabama. Today, this expert is certified as a Financial Risk Manager by the Global Association of Risk...

ID: 234518

Dr. Paul Alan Gompers, PhD

Dr. Paul A. Gompers has 32 years of experience in Economics, Venture Capital, and Private Equity. He earned his BA in Biology from Harvard University, his MS in Economics from the University of Oxford, and his Ph.D. in Business Economics from Harvard University. Formerly, this expert served as a Researcher at Bayer AG, as an Assistant Professor of Business Administration at the University of...

ID: 822146

Dr. Philip Nathan Kurlander, MD

Dr. Philip N. Kurlander has 30 years of experience in the field of Anesthesiology and 10 years of experience in Real Estate. He earned his BS from the State University of New York at Albany and his MD from Albany Medical College. He completed an internship in Internal Medicine at Mount Sinai Morningside and a residency in Anesthesiology at NewYork-Presbyterian/Columbia University Irving Medical...

ID: 6255076

Mr. Matthew Brian Bishop Sr, CFP, ChFC, CPA, JD

Mr. Matthew B. Bishop Sr has over 30 years of experience in the fields of Tax Law, Finance, and Accounting. He earned BAs in Accounting and Finance from Florida State University and his JD from the University of Florida. Today, this expert is certified as Certified Financial Planner by the Certified Financial Planner Board of Standards, as well as a Chartered Financial Consultant and Chartered...

ID: 85050

Dr. Rene M. Stulz, PhD

Dr. Rene M. Stulz has 42 years of experience in the field of Economics. He earned his BA in Economics from the University of Neuchâtel and his Ph.D in Economics from the Massachusetts Institute of Technology. Formerly, this expert served as an Associate Professor in the Department of Finance, as the Riklis Chair in Business and its Environments, and as the Ralph Kurtz Chair in Finance at the...

ID: 724554

Dr. Joseph Russell Mason, PhD

Dr. Joseph Russell Mason has 26 years of experience in Finance. He earned his B.S in Economics from Arizona State University and his M.S and Ph.D. in Economics from the University of Illinois Urbana-Champaign. Formerly, this expert served as an Adjunct Assistant Professor of Finance at Georgetown University, as an Assistant Professor and an Associate Professor of Finance at Drexel University,...

ID: 6581300

Mr. Paul Joseph Menzel, CLFP, MBA

Mr. Paul J. Menzel has 47 years of experience in Equipment Leasing and Finance. He earned his BS in Marketing from Haas School of Business, and his MBA in Management from Golden Gate University. Today, this expert is a Certified Lease and Finance Professional by the Certified Lease and Finance Professional Foundation. Formerly, this expert served as the President and Chief Executive Officer at...

ID: 6671227

Mr. Peter W Keller

Mr. Peter W. Keller has 47 years of experience in Oil and Gas finance. He earned his BA in History, Environmental Studies, and Economics from Williams College. Formerly, this expert served as the Managing Director and Vice President at Bank of New York Mellon, as the Principal at RPI Institutional Services, Inc., and as a Corporate Banking Officer at Midlantic National Bank. Currently, this...