Finance Expert Witnesses in Iowa

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Finance expert witnesses practice in a variety of fields, including securities litigation, banking, valuation, and corporate governance. Some of the most common specialties include forensic accounting, investment management, financial fraud, and damages analysis. They can opine on the effects of market events, misrepresentations, regulatory breaches, and complex financial transactions.

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Average Finance Expert Witnesses Court Fees

Review Fee

Deposition Fee

Court Fee

  • Review Fee $200/hr
    Deposition Fee $500/hr
    Court Fee $500/hr

    This expert is a real estate valuation consultant specializing in a variety of property types. Coupled with a background in accounting and auditing, he provides a unique and detailed approach to valuation. Services for a wide client base include appraisal and consulting services for financing purposes, eminent domain, litigation support, expert testimony, property tax appeal, market studies, and real and personal property assessment. This expert has given numerous presentations regarding valuation and appraisal standards issues and is an active member of the Wisconsin Chapter of the Appraisal Institute. This expert has owned and managed a major appraisal and valuation company since 2006

    Real Estate Appraiser and Valuation Consultant, Property Valuation Firm

    Bachelor of Science (BS), University of Wisconsin-La Crosse

    Middleton,

    Wisconsin

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  • This highly qualified expert is Chief Investment Officer and founder of a corporation specializing in capital management. He is responsible for overseeing all aspects of the firm's investment process and is focused on the strategic direction as well. Recognized for his expertise, he is frequently asked to speak on topics such as investment policy, portfolio management, and the risk characteristics of Real Asset investing. He is a regular contributor to Bloomberg's Market Sense program and Money Moves with Deirdre Bolton. This expert has published widely on international economic and finance topics and is author of a Handbook for Infrastructure Investing, which is recommended by the CFA Institute and is a best seller. He is a professor at a business school University teaching Real Asset Investing, and remains one of the world's most provocative and respected financial analysts. His funds and separate account strategies have won numerous awards for performance in the real assets category. His current research focuses on empirical issues in investment management and corporate governance. His academic work has been published in top academic journals such as the CFA Institute, EDHEC Risk Institute and leading think tanks like the Inter American Dialogue. His research has been published by some of the leading industry trade journals including Institutional Investor Journal, Investments and Pensions Europe, Infrastructure Journal, Pensions and Investments Publications, and Investment Management Consultants Association. His research has also been covered in major newspapers, including The Wall Street Journal, New York Times, The Financial Times and The Globe and Mail. Private Asset Management Magazine named Capital Innovations as one of the Best Money Managers for Long-Term Performance." He has extensive experience with managing the economics of MLPs, having devoted 58% of his portfolio to this segmented industry.

    CFO & Founder, Leading Capital Management Consulting Corporation

    Post-grad, Stanford University Law School

    Pewaukee,

    Wisconsin

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  • Review Fee $750/hr
    Deposition Fee $750/hr
    Court Fee $750/hr

    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

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  • Review Fee $200/hr

    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

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  • Review Fee $400/hr
    Deposition Fee $400/hr
    Court Fee $400/hr

    This experienced corporate finance attorney retired after a 44-year career with Bell, Boyd & Lloyd in Chicago, where he practiced in securities, corporate governance, and related areas. For 13 years, he was the Chair of his firm's corporate and securities group, working with many large U.S. Corporations. He recently taught an M&A course at Northwestern University and currently acts as an independent consultant and a FINRA arbitrator.

    Arbitrator/Mediator & Expert Witness, Independent

    Juris Doctor (JD), Columbia University

    Evanston,

    Illinois

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  • This highly qualified expert has nearly 25 years of experience in economics, finance, and accounting. He received his BA in economics from the University of Chicago, where he also earned his MBA in finance and accounting and his PhD in business economics. This expert is a certified public accountant and a member of the American Economics Association. He has formerly served as the principal for Chicago Partners, managing principal for the Analysis Group, and chief economist for the New York State Attorney General's Office. He has also taught graduate-level economics courses as a lecturer of law at Loyola University Chicago School of Law, a lecturer in the economics department and graduate school of business at the University of Chicago, and a guest lecturer at Columbia University and Duke University. Currently, this expert serves as a senior consultant for an economic consulting firm based in Illinois.

    Senior Consultant, An economic consulting firm in IL

    Doctor of Philosophy (PhD), University of Chicago

    Illinois

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  • Review Fee $400/hr
    Deposition Fee $400/hr
    Court Fee $400/hr

    This highly-qualified expert has years of experience in capital markets in addition to an impressive background in engineering and information technology. He received his BS in electrical engineering from Boḡaziçi University in his home country of Istanbul before earning both his MS in computer engineering and his PhD in electrical engineering at Syracuse University. He has experience in a variety of areas, including exchanges, over-the-counter platforms, securities, futures, options, clearing, commodities, stocks, fintech, software, and market manipulation. He is active in his field as an author of several journal articles and conference proceedings. He held a number of roles in the engineering field before transitioning his focus to capital markets. Some notable engineering positions of his include product engineer for Caterpillar and assistant professor of electrical engineering and computer science at Northwestern University. More recently, he has served as a fixed income product advisor for JP Morgan, a market designer and the CTO for the Stock Exchange of the Caribbean, the co-founder of Numéraire Technology, and a partner at Myra Trading. Currently, this expert is the president of a global finance advisory in Illinois.

    Strategy Advisor, An international fund management platform in IL

    Bachelor of Science (BS), Bogazici University

    Chicago,

    Illinois

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  • Review Fee $300/hr
    Deposition Fee $500/hr
    Court Fee $600/hr

    This expert has over 30 years of experience in financial trading. He received his BS in business administration from the University of North Dakota and his MBA from Harvard University. He is a CPA and currently holds 8 patents for automated trading in an electronic exchange. Formerly, he served as an investment analyst and portfolio manager at Institutional Capital Corporation and a trader and designated primary market manager for the Chicago Board Options Exchange. Subsequently, he started four successful trading and software start-ups generating over $50 million for shareholders. Currently, this expert is the CEO and owner of a software trading platform in Illinois.

    CEO & Owner, A Trading Platform Company in IL

    Master of Business Administration (MBA), Harvard University

    Chicago,

    Illinois

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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.

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