Finance Expert Witnesses in North Carolina

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Finance expert witnesses specialize in a variety of fields, including banking, investment management, financial planning, corporate finance, and insurance. Some of the most common specialties among finance expert witnesses also include securities trading, risk management, financial analysis, taxation, and real estate finance. They have provided opinions on the effects of market volatility, financial fraud, investment strategies, tax implications, and regulatory compliance.

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Jonathon SchultheissView profile

ID: 14157

Mr. Jonathon Schultheiss

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North Carolina

This expert is a certified Professional Plan Consultant and Chartered Retirement Plan Specialist. He was previously a Sales Manager for Western and Southern Financial Group, a Financial Advisor for Principal Financial Group, as a Retirement Plan Advisor for Clearstone Financial Group, and a Retirement Plan Consultant for Oak Ridge Wealth Management. This expert is currently a Partner, the Head of...

Finance Expert WitnessView profile

E-324595

Finance Expert Witness

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North Carolina

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...

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Jill HuseView profile

ID: 16418

Ms. Jill Huse

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North Carolina

This highly qualified legal marketing expert earned her BS in communications and public relations from Illinois State University and a MPS in law firm management from George Washington University. She is a very active member of the Legal Marketing Association as the current president-elect and member of the international board of directors. In addition, she served as the past president of the...

Pirie Mc IndoeView profile

ID: 20039

Mr. Pirie Mc Indoe

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North Carolina

This expert has over 30 years of experience working with clients in the higher education marketplace. His focus is on benefit plans, retirement plans, and human capital. He received both his BS and MBA from Fordham University. His previous work experience includes serving as TIAA-CREF's senior relationship manager, consulting officer, assistant vice president, and director and as VALIC's vice...

Matt MetzgarView profile

ID: 29494

Prof. Matt Metzgar

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North Carolina

This expert has over 15 years of experience in his field. He earned his MBA from Wheeling Jesuit University, and his PhD in economics from the University of Tennessee. He has held a number of teaching positions, in addition to spending several years working as an economist in the private sector. He previously served as an assistant professor of business at Mount Union College, and as an assistant...

Denis PelletierView profile

ID: 37538

Prof. Denis Pelletier

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North Carolina

This expert has over a decade of experience in his field. He completed a BA in mathematical economics and a MA in economics at Laval University, followed by a PhD in economics with specializations in econometrics and financial economics at the University of Montreal. He previously served as a lecturer and assistant professor at North Carolina State University, through which he received numerous...

Brian DeckerView profile

ID: 45363

Mr. Brian Decker

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North Carolina

This expert has over ten years of experience examining financial institutions ranging from large banks to credit card issuers for regulatory compliance. He has hands-on experience reviewing the policies and procedures of financial institutions as they relate to various federal laws, including the FCBA and FCRA, among others. Formerly, he worked as a contract attorney providing document auditing...

Mr Richard Alan GoldbergView profile

ID: 7612732

Mr. Richard Goldberg

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North Carolina

Mr. Richard Goldberg has experience in the fields of Economics and Law with a focus on Employment Litigation and Damages. He earned his BA in Political Science from the University of California, Los Angeles, and his MA in Political Science from Columbia University. Previously, he served as a Programmer/Data Analyst at UCLA Higher Education Research Institute. He currently works as a Partner at...

Mr Jonathan WilsonView profile

ID: 7612743

Mr. Jonathan Wilson

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North Carolina

Mr. Jonathan Wilson has experience in the fields of Economics and Law with a focus on Employment Litigation and Damages. He earned his BA in Economics, BS in Mathematics, and MS in Computer Science from the University of Southern California, Los Angeles. Previously, he served as a Laboratory Manager at the University of Southern California, Los Angeles, and as the Chief Technology Officer at...

Finance Expert Witness FAQs

A finance expert witness provides specialized knowledge and insights on financial matters, helping courts understand complex issues related to economics, investments, valuations, and more.

Finance expert witnesses are crucial in cases involving securities fraud, business valuation disputes, bankruptcy, economic damages, financial crimes, and other financially-related litigation.

Yes. Finance expert witnesses may specialize in areas like corporate finance, investment banking, financial planning, risk management, or forensic accounting.

In securities fraud cases, a finance expert can analyze financial statements, evaluate investment strategies and risks involved, and provide testimony on standard industry practices.

Forensic accountants have the skills to trace fraudulent transactions, identify irregularities in financial records and provide clear explanations of complex financial data in court.

Expert Institute offers a personalized approach to help you find the highest quality experts. We source actively-practicing professionals who match all your requirements for specialty areas, work experience, litigation history, fee range, certifications, location, and more.

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