Financial Expert Witnesses

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Financial expert witnesses practice in a variety of fields, including banking, investments, real estate finance, personal finance, and corporate finance. Some of the most common specialties among financial expert witnesses also include forensic accounting, bankruptcy, securities, taxation, and financial planning. They have offered opinions on the effects of market volatility, investment strategies, financial fraud, tax evasion, and bankruptcy proceedings.

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David Joseph Weiner, MBAView profile

ID: 21109

Mr. David Joseph Weiner, MBA

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California

Mr. David Weiner has 35 years of experience in Business & Finance. He earned his BS in Business Administration from the Walter A. Haas School of Business and his MBA from the Wharton School of the University of Pennsylvania. Today, this expert is certified as an Accredited Member in Business Valuation by the American Society of Appraisers. Formerly, this expert served as an Economist and...

Financial Lending Expert Witness | CaliforniaView profile

E-691935

Financial Lending Expert Witness | California

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California

This expert has over 35 years of experience in the banking, finance, investment, and brokerage business. He earned his BA in philosophy, economics, and accounting from Pomona College and is licensed as both a California Real Estate Broker and California Finance Lender and Broker. He is a member of the National Association of Realtors and the California Association of Realtors. He formerly served...

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Jon Riddle, PhDView profile

ID: 23763

Dr. Jon Riddle, PhD

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California

This highly-qualified expert has over 20 years of experience as an economist, with much of his work centered around health economics, hospital reimbursement policies, antitrust economics, and damages. He received his BS in economics from California State Polytechnic University before earning his PhD in economics from the University of California Santa Barbara. This expert is active in his field...

Securities and Trading Expert Witness | VermontView profile

E-694343

Securities and Trading Expert Witness | Vermont

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Vermont

This highly-qualified securities expert has over 30 years of experience in equity securities and trading. He earned his BA from Saint Lawrence University and holds the Series 7, 9, 10, 24, 55, 63, & 99 licenses. He has held a number of distinguished roles, including the head of global equity sales at ABN AMRO, the CEO and COO of Harborside Securities, and the head of equities at Fidelity Capital...

Eugenia Alexandra Larmore, MBA, PhDView profile

ID: 27375

Dr. Eugenia Alexandra Larmore, MBA, PhD

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Nevada

Dr. Eugenia A. Larmore has 21 years of experience in Economics. She earned her BS in Marketing and International Business and her MBA and Ph.D. in Economics from the University of Nevada. Formerly, this expert served as a Senior Analyst and Director at Meridian Business Advisors. Currently, she serves as the Founder, President, and Consultant at Ekay Economic Consultants Inc.

Banking and Small Business Lending Expert Witness | FloridaView profile

E-654686

Banking and Small Business Lending Expert Witness | Florida

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Florida

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...

Felix Laurence Friedt, MS, PhDView profile

ID: 30456

Dr. Felix Laurence Friedt, MS, PhD

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Minnesota

Dr. Felix L. Friedt has over five years of experience in Economics. He earned his BA in Economics and International Business from Whitworth University and his MS and Ph.D. in Economics from the University of Oregon. Formerly, he served as a Graduate Teaching Fellow of Economics at the University of Oregon and as an Assistant Professor of Economics at Macalester College. Currently, he is the Owner...

Certified Financial Planner Expert Witness | GeorgiaView profile

E-689919

Certified Financial Planner Expert Witness | Georgia

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Georgia

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...

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Erick C. West, MAView profile

ID: 30871

Mr. Erick C. West, MA

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Washington

Mr. Erick C. West has 22 years of experience in the field of Economics. He earned both his BA and MA in Economics from Washington State University. Formerly, this expert served as a Financial Advisor at Merrill Lynch, as a Trainer at Estate of S.R.D., and as a Senior Economist at Harper Incorporated. Currently, this expert serves as the President of West Economics, Inc. where he specializes in...

Financial Services Regulatory Compliance Expert Witness | CaliforniaView profile

E-608192

Financial Services Regulatory Compliance Expert Witness | California

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California

This expert has over 10 years of experience in risk management and regulatory compliance in the financial services industry, with a focus on identifying compliance issues and implementing solutions to mitigate risk. In his work with the CFPB, he identified millions of dollars in remediation for consumers. Formerly, he worked in consumer protection roles with the Consumer Financial Protection...

Kevin Robert Kozlowski, CFEView profile

ID: 30958

Mr. Kevin Robert Kozlowski, CFE

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Texas

Mr. Kevin Kozlowski has over 8 years of experience in Forensics, Economics, and Fraud. He earned his BS in Accounting from the University of Houston Clear Lake. Formerly, this expert served as a Senior Associate at HSSK, LLC, and as a Manager of Forensics and Litigation Services at Weaver. Currently, this expert is a Senior Manager of Forensics and Litigation Services at Weaver.

Investment Banking and Leveraged Finance Expert Witness | ConnecticutView profile

E-671115

Investment Banking and Leveraged Finance Expert Witness | Connecticut

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Connecticut

This highly-qualified expert has nearly 30 years of experience in the field of investment banking and leveraged finance, specializing in arranging debt financing primarily for leveraged buyouts, mergers and acquisitions, refinancings, recapitalizations and rescue financings. He earned his BS in computer science from Columbia University and his MBA in finance and international business from the...

Gilbert Lander Mathis, PhDView profile

ID: 61102

Dr. Gilbert Lander Mathis, PhD

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Kentucky

Mr. Gilbert L. Mathis has 54 years of experience in Economics. He earned his BS and MS from the University of Kentucky, and his Ph.D. from The Ohio State University. Formerly, this expert served as an Associate Professor and as a Professor of Economics and Finance at Murray State University, and as Chair of the Department of Economics and Finance at Murray State University. Currently, this expert...

Christian Dale Tregillis, ABV, CFF, CLP, CPAView profile

ID: 62047

Mr. Christian Dale Tregillis, ABV, CFF, CLP, CPA

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California

Mr. Christian Dale Tregillis has 33 years of experience in Forensic Accounting. He earned his BA in Economics from Occidental College and his MBA in Accounting and Finance from the University of Chicago Booth School of Business. Today, this expert is certified in Financial Forensics by the American Institute of Certified Public Accountants, Accredited in Business Valuation by the American...

Jubin Merati, MA, PhDView profile

ID: 64609

Dr. Jubin Merati, MA, PhD

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California

Dr. Jubin Merati has 38 years of experience in the field of Economics. He earned his BA in Business Administration and his MA in Economics from California State University, Fullerton. He then went on to receive his Ph.D. in International Economics and Labor Economics from Claremont Graduate University. Formerly, this expert held roles as a Forensic Economist at Brinton Economics, Inc., and as a...

Brian James Bergmark, CPA, MBAView profile

ID: 69620

Mr. Brian James Bergmark, CPA, MBA

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California

Mr. Brian James Bergmark has over 36 years of experience in Accounting, Forensic Accounting, and Business Valuation. He earned his BS in Economics from the University of California Los Angeles and his MBA in Finance from San Diego State University. Today, this expert is certified as a Business Valuation by the American Institute of Certified Public Accountants. Formerly, this expert held roles as...

Guhan Subramanian, MBAView profile

ID: 72076

Prof. Guhan Subramanian, MBA

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Massachusetts

Mr. Guhan Subramanian has 24 years of experience in Corporate Law and Accounting. He earned his BA in Economics from Harvard University and his MBA from Harvard Business School. Formerly, this expert served as an Assistant Professor and as a Lecturer at Harvard Business School. Currently, this expert is the H. Douglas Weaver Professor at Harvard Business School, the Joseph H. Flom Professor at...

Rene M. Stulz, PhDView profile

ID: 85050

Dr. Rene M. Stulz, PhD

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Ohio

Dr. Rene M. Stulz has 42 years of experience in the field of Economics. He earned his BA in Economics from the University of Neuchâtel and his Ph.D in Economics from the Massachusetts Institute of Technology. Formerly, this expert served as an Associate Professor in the Department of Finance, as the Riklis Chair in Business and its Environments, and as the Ralph Kurtz Chair in Finance at the...

David Clinton Sharp, PhDView profile

ID: 105367

Dr. David Clinton Sharp, PhD

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Tennessee

Dr. David Sharp has over 27 years of experience in Economics. He earned his BBA, MA, and Ph.D. in Economics from the University of Memphis. Formerly, this expert served as the Director and Managing Economist at Nathan Associates Inc. and as an Adjunct Graduate Faculty of Economics at the University of Memphis. Currently, this expert is the Managing Director at Econ One.

William Stephen Comanor, PhDView profile

ID: 115692

Dr. William Stephen Comanor, PhD

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California

Dr. William S. Comanor has 59 years of experience in the field of Economics. He earned his BA in Economics from Haverford College and his Ph.D. in Economics from Harvard University. Formerly, this expert served as the Chairman of the Economics Department at the University of California, Santa Barbara, and as the Director of the Research Program in Pharmaceutical Economics and Policy at the...

Financial Expert Witness FAQs

What is the role of a financial expert witness in legal proceedings?

A financial expert witness provides specialized knowledge and insights on complex financial matters, helping courts understand intricate details related to finance, accounting, or economics.

What types of cases can a financial expert witness assist with?

Financial expert witnesses can assist with a wide range of cases including fraud investigations, business valuations, bankruptcy proceedings, tax disputes, and securities litigation.

Can a financial expert witness help in divorce proceedings?

Yes. In divorce cases, a financial expert witness can provide crucial insights into asset valuation and division, alimony calculations, and child support considerations.

Are there subspecialties within the field of financial expert witnessing?

Yes. Subspecialties may include forensic accounting, economic analysis, investment advising, insolvency consulting, and more depending on the case's specific needs.

How does a financial expert witness contribute to securities litigation?

In securities litigation, they analyze complex financial data to assess compliance with regulations, evaluate damages, and provide clear explanations of complicated financial concepts.

How does Expert Institute select its Financial expert witnesses?

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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