We’ll help you retain an industry-leading Finance expert
Average Finance Expert Witnesses Court Fees
Review Fee
Deposition Fee
Court Fee
This highly qualified expert has over 20 years of experience in financial planning and advising. He received his BS from Virginia Tech. Currently, this expert is a certified financial planner and an accredited investment fiduciary. This expert has completed the series 65, series 7, and series 63 through the National Association of Securities Dealers. Previously, this expert served as a financial advisor for The Guardian, John Hancock, Morgan Stanley, and Merrill Lynch. Today, he is the CEO of a family financial planning office in Georgia. Additionally, this expert has authored a financial planning book.
CEO, A family financial planning office in GA
Bachelor of Science (BS), Virginia Tech
Cumming,
Georgia
This expert has been involved in actuarial consulting for over 10 years. He holds a Master's of Science in Statistics as well as a Doctorate in Mathematics. An Editor of the ASTIN Bulletin - The Journal of the International Actuarial Association, he also serves as a peer-reviewer for 20 other scientific journals in the areas of finance, mathematics, and insurance. He is a former Assistant Consultant with the Institute for Finance and Actuarial Science and has been an invited presenter at more than 10 national and international conferences and professional meetings. This expert is currently an Associate Professor of Risk Management and Insurance at a major university.
Faculty Director & Chair, A Major University in WI
Doctor of Philosophy (PhD), Ulm University
Madison,
Alabama
This expert has been working in the field of economics for over 40 years. A member of the National Association of Forensic Economists as well as the National Association of Certified Valuation Analysts, he has authored over 40 technical reports and book chapters and is extensively published in journals such as the "Journal of Business Valuation and Economic Loss Analysis". His background spans academic, corporate, and government positions. He taught Economics at Pennsylvania State University and Hartford University prior to holding several management positions with Aetna Life & Casualty, Inc. He then served as the Managing Director of Management & Strategy Analysis, Inc., directing professional staff on economic consulting projects and providing expert witness services to law clients and strategy consulting services to corporate clients. He also worked as the Regional Commissioner of the San Francisco Region of the Bureau of Labor Statics, wherein he led a large staff of professional economists in collecting, analyzing, and distributing economic information in an eight state area. Currently, this expert is the Managing Principal of an economic and litigation support consultancy.
Managing Principal, Economic consulting firm in FL
Doctor of Philosophy (PhD), Indiana University
Tampa,
Florida
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 highly qualified financial services expert has almost twenty years of experience across sales and trading, research, equity investing, and private equity. He earned his BA in economics and psychology and his MBA from University of North Carolina. He then gained his MS in finance from Georgetown University. This expert has served as a buy side trader and macro analyst at Goldman Sachs, the senior vice president of cross-asset and derivatives sales and trading at Hapoalim Securities, and as a global macro desk analyst at BNP Paribas. He currently works as an independent consultant advising on investments for organization across various sectors including finance, healthcare, and technology.
Chapel Hill,
North Carolina
This expert is highly qualified in personal and small business finance. He earned his BS in computer science from the University of Southern Mississippi. He then received his MS in personal financial planning from the college for financial planning and his DBA in marketing from Keiser University. He is a certified financial planner and a member of the Financial Planning Association. He has been a financial advisor and an investment services advisor, as well as the investment services director for Community First Credit Union. He also served as the president of A1A Wealth Management, an independent financial planning, wealth management, and small business consulting firm. He was the curriculum chairman for information technology at Robert Morris University and was a part of online faculty for multiple universities teaching personal finance courses. Currently, this expert is a finance professor for an online program for a Florida university and the resident financial planner for a financial wellness company based in Florida.
Resident Financial Planner, A financial wellness company in FL
Doctor of Business Administration (DBA), Keiser University
Yulee,
Florida
This highly qualified expert is a senior executive and investment professional with 30 years of experience in his field. After earning his BA in finance from the University of Notre Dame, he went on to complete his MBA in international management at the University of Texas at Dallas. He is a chartered financial analyst and is certified in FINRA Series 7, 24, 53, 63 and 65. This expert has served in many leadership roles throughout his career, including as the international director of Citizens Insurance Company of America, as president of Sunset Financial Services Corporation, the owner and principal at The Immersion Group, and the senior managing director of Horizon Investments LLC. Most recently, he has founded and is serving as the CEO of a corporate services and investment company based in North Carolina, providing strategic business consulting and subject-matter expertise to clients throughout the country.
Founder & CEO, A Corporate Services & Investment Company in NC
Master of Business Administration (MBA), The University of Texas at Dallas
Indian Land,
South Carolina
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 roles of area executive, senior lending officer, regional credit director, and commercial banking officer. He then went on to work with Treasure Coast Commercial Real Estate as a commercial real estate advisor and with Molly’s House as the CEO. Currently, this expert is a consultant for a financial consulting firm based in Florida.
Business Consultant, A financial consulting firm in FL
Master of Business Administration (MBA), International College
Stuart,
Florida
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.