This expert has extensive experience in mergers, acquisitions, and corporate governance. He earned his BSBA in business from the University of Tulsa, his MBA with a concentration is finance from Northwestern University and his PhD in business administration from the Oklahoma State University. He has served as a strategic advisor at numerous locations including Goldman Sachs & Co, Citigroup, and Credit Suisse. He was also a managing director and the head of investment ...
This highly-qualified expert has extensive experience in the finance industry, with his work focusing on ERISA, fiduciary duty, FINRA and suitability, retirement plans, financial technology, and wealth management. He earned his BS in economics with concentrations in international business and money, banking, and finance from the State University of New York at Fredonia. He is a chartered retirement planning coordinator and has previously held Series 7, 31, 63, and 65 ...
This highly-qualified banking and finance expert has nearly 50 years of experience in the field. He earned his BA in economics from Pace University and completed graduate studies in finance at New York University. He currently holds a Series 65 registration and has previously held both Series 7 and 24 registrations. He is active in his field as a member of the executive advisory board for St. John's University's Department of Accounting and Taxation. For over 30 years, ...
This expert has over 40 years of experience in marketing across various industries, with experience in financial services, economic damages, restructuring, bankruptcy, and fiduciary duties. He earned his BS in business administration and management from Indiana University. He has worked as a business consultant since 1990 focused on sales, marketing, and project management. He has developed numerous marketing campaigns, as well as consulted with business clients in ...
This highly-qualified expert in bankruptcy law has over 15 years of experience in his field, with extensive experience in myriad commercial law matters, including bankruptcy, contract disputes, commercial loans, financial restructuring, fiduciary duties, fraudulent transfer law, corporate responsibility, leveraged buyouts, and securities. He earned his BA in business administration from the University of Miami and his JD from the University of Michigan Law School. He is ...
This expert is a senior-level investment manager with extensive experience in long/short equity investing. He is an expert in hedge fund strategies, securities selection, portfolio management and other investment-related issues. He has provided consulting, investment research and expert witness services to investment funds and law firms since 2004. He earned his masters in business administration from Harvard Business School and is currently a Senior Investment ...
A real estate expert witness provides feedback on a case involving sellers of a home in Oklahoma who failed to disclose several events that occurred prior to the sale, including sewage backups in the basement, toxic mold, defects in the…
This case involves two American companies that held a combined majority interest in a California-based mobile telephone company. The two companies sought an outside investor to infuse additional capital into one of the companies. The companies approached a wealthy billionaire who…
This case involves a man who purchased a private banking franchise in the California through a partnership with two family trusts. The partnership operated a bank and the principle activity of the partnership was to provide financial support to ventures…
This case concerns an attorney who recommended that his firm take a personal injury case representing victims of a helicopter crash. One of the victims of the crash was the father of one of the attorney’s friends. A partner at…
This case involves fees paid to an investment adviser by mutual funds. The defendant, a wealth management fund, was a registered investment adviser and advised clients on which mutual funds to invest in. Typically, investment advisers are paid by clients…
This case involves a retirement plan sponsor who hired an adviser for the plan. The defendant worked for a small company, and had been an employee for over thirty-three years. Part of her job was to manage the retirement plan…
This case involves a foreclosure and subsequent counterclaim by the owner of a parcel of property at a ski resort. An appraisal of the ski resort put the valuation of the property at $21,000,000. A real estate developer decided to…
This case involves a large corporation’s claim against a former employee who allegedly had a conflict of interest. The corporation, the plaintiff, constructed large data centers. In order to get the materials to build these large data centers, the corporation…
