We’ll help you retain an industry-leading Finance expert
Average Finance Expert Witnesses Court Fees
Review Fee
Deposition Fee
Court Fee
This expert has been working in the field of economics for 30 years. He received his Bachelor of Arts in Economics from Washington State University prior to completing all course work towards a Doctorate in Economics, specializing in Labor Economics. A former President of the Collegium of Pecuniary Damage Experts, he has presented more than 40 times at various professional conferences and symposiums hosted by the likes of the Texas Bar Association, Florida Bar Association, National Organization of Forensic Economics, SEAK and the American Academy of Economic and Financial Experts, while he serves as an Editor for the online publication "The Earnings Analyst". This expert taught economics at the university level for 10 years prior to branching into economic analysis and consulting. Currently, this expert is the President of a national forensic economic consulting firm. He prepares, researches, and analyzes financial and economic data and provides economic damages calculations, consulting services, and expert reports in support of litigation. He has testified more than 100 times.
Senior Consulting Economist, An Economic Damages and Business Valuation Firm in TX
Bachelor of Arts (BA), Washington State University
Fort Worth,
Texas
This highly qualified expert has 30 years of experience in the Insurance industry. With a rewarding career in the State of Missouri, he served as the Chief Financial Examiner and Director of the Division of Insurance Company Regulation for over 22 years. He was responsible for the overview of Missouri's insurance industry and was directly responsible for all agreements, transactions, mergers and acquisitions. He received his B.S. in Finance from Missouri State University and his MBA from the University of Missouri with an emphasis in entrepreneurship. This expert has first-hand experience implementing budgets and served as an advisor to the Insurance Director regarding all financial and policy matters. He is dual-certified as a Public Accountant and Financial Examiner as well as a Chartered Global Management Accountant by the American Institute of Certified Public Accountants. Currently, he is the President and Founder of a consulting firm in the Greater Kansas City Area. His company focuses on insurance regulatory issues and practices, expert witness testimony, special projects, etc.
President/Founder, Consulting firm in the greater Kansas City Area
Master of Business Administration (MBA), University of Missouri
Kansas City,
Missouri
This expert is an associate professor in the Personal Financial Planning Department at a prominent Midwestern university. Completing her undergraduate studies in International Relations in China, she received her doctoral degree in Family Resource Management from The Ohio State University. Her research interests focus on helping individuals make informed financial decisions, specifically, decisions related to their portfolio management, financial risk-taking, as well as intertemporal consumption, savings and debt management. She received the best paper award from the CFP Board, AARP, and American Association of Family & Consumer Sciences. She serves as an associate editor for the Family and Consumer Sciences Research Journal and as a member on the editorial board of the Journal of Financial Counseling and Planning, the Journal of Personal Finance and the Journal of Asian Families and as a reviewer for a number of academic journals and conferences. She is frequently invited to speak at national academic and corporate conferences. She regularly works with the China Center for Financial Research at a university in Beijing and played a pivotal role in the design and execution of their first national survey of Chinese Consumer Finance and Investor Education.
Associate Professor of Personal Finance, A Major Midwestern University
Doctor of Philosophy (PhD), The Ohio State University
Columbia,
Missouri
This seasoned expert specializes in auto finance and lease regulatory compliance, with over 30 years of experience in the consumer vehicle leasing and financing areas. He regularly consults as an expert witness on auto leasing and finance-related matters, including dealer finance practices, insurance sale practices, and Regulation Z & M issues. In addition, he has consulted for the Federal Reserve Board and National Credit Union Administration on leasing and lending regulatory issues. The expert is the Managing Director of a trade association for major retail automobile lessors, and he also runs a private consulting business. He has been cited in numerous publications and occasionally appears on television as a representative of the industry. The expert earned his B.S. from Yale University and has a J.D. from the University of California, Berkeley School of Law.
President and General Counsel, An auto finance consultancy in TN
Juris Doctor (JD), University of California, Berkeley
Nashville,
Tennessee
This expert is an accomplished financial professional with over 30 years experience in the design and implementation of risk management programs, business plans, and budgets. His regulatory background includes senior positions at several US regulatory agencies, including the Federal Home Loan Bank of Dallas, the Office of Thrift Supervision, and the Comptroller of the Currency. He is a certified fraud examiner and holds a BBA with a major in finance and economics and an MBA with a concentration in finance and banking from Stephen F. Austin State University. He began his career with the Office of the Comptroller of the Currency where he was involved in all aspects of supervising commercial banks including investigations of criminal and illegal activities. He also served as Special Deputy Receiver for the State of Texas Department of Insurance where he was responsible and accountable to the courts for the sale and management of a wide variety of assets, including stocks, bonds, mortgages, and other real estate holdings and closing financial statements. As Senior Vice President at the Federal Home Loan Bank of Dallas and the Office of Thrift Supervision, he was responsible for the supervision of problem financial institutions with assets in excess of $1 billion. He supervised a staff of 85+ professional and received several special recognition awards for outstanding service. Currently, he is the President and CEO of an independent financial services consulting firm that specializes in regulatory banking supervision, risk management, and internal control.
Founder and Chief Executive Officer, A Financial Services Consulting Firm in TX
Master of Business Administration (MBA), Stephen F. Austin State University
Irving,
Texas
This expert has over 30 years experience as an insurance claim adjuster specializing in helping clients manage residential and commercial insurance claims after natural disasters or fires damage their property. He is a graduate of University of Central Oklahoma and a Certified Property Manager (CPM) with the Institute of Real Estate Management (IREM). He is licensed in 11 states. He is currently the Regional Director at a public insurance adjusting company where he oversees Commercial Insurance Claims, Business Owner Insurance Claims, Risk Management, Recovery from Natural Disaster and Property loss, Commercial Property Re-positioning, and Homeowner Insurance Claim.
Regional Manager, A public insurance adjusting company
Bachelor of Science (BS), University of Central Oklahoma
Edmond,
Oklahoma
Find Finance Expert Witnesses In:
Alabama
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
What Can a Finance Expert Witness Opine On?
Budgeting
Creating a financial plan for spending.
Financial Analysis
Evaluating financial data for decision making.
Investment Management
Overseeing and optimizing investment portfolios.
Risk Assessment
Identifying and evaluating financial risks.
Tax Planning
Strategizing to minimize tax liabilities.
Cash Flow Management
Monitoring and optimizing cash inflows and outflows.
FAQs for Finance Expert Witnesses
What is a finance expert witness?
A finance expert witness is a qualified financial professional who provides specialized opinions in legal cases. They assist by reviewing financial records, analyzing damages, and testifying to clarify complex financial issues.
In what types of cases can a finance expert witness provide valuable insights?
A finance expert witness provides valuable insights in fraud, valuation, securities, M&A, bankruptcy, damages, investment disputes, and complex financial litigation cases.
How should counsel evaluate a finance expert witness’s credentials and training?
Counsel should evaluate a finance expert witness’s credentials and training by reviewing degrees, licenses, certifications, publications, teaching, and relevant case or industry experience.
What factors affect the admissibility of finance expert witness testimony?
The admissibility of finance expert witness testimony depends on the expert’s qualifications, methodology reliability, relevance to the case, and compliance with evidentiary rules.
How can a finance expert witness strengthen damages quantification in complex litigation?
A finance expert witness strengthens damages quantification by applying rigorous financial modeling, reliable data analysis, and clear testimony to support or challenge claimed losses.
What is Expert Institute’s process for selecting finance expert witnesses?
Expert Institute delivers a tailored approach to connect you with top-tier experts. We identify actively practicing professionals who meet your exact criteria for specialty, experience, litigation background, fee structure, credentials, location, and more.