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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 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
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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.