Financial Expert Witnesses in North Carolina

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.

This expert is a nationally recognized expert on banking and real estate finance, both residential and commercial. Having earned his BS in accounting and finance from Georgetown University, he served as a partner at KPMG for decades. He is a certified mortgage banker and public accountant with significant industry experience in real estate, consumer and commercial lending, fixed income markets, and securitization. Currently, he is the CEO of a real estate finance firm in Virginia.

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.