Investment Adviser Expert Witnesses in Ohio

This highly-qualified expert has nearly 15 years of experience in the financial services field, with his work involving financial planning, security valuation, portfolio management, insurance planning, and investment selection and transactions. He received his BS in psychology from the University of Michigan before earning his BBA from Michigan State University and recently went back to school to earn his MBA from the University of Michigan. He has formerly served as a financial advisor and the associate vice president of the KSG Group for Morgan Stanley before serving as the vice president for Fisher Investments. Currently, this expert is the owner of a small business consultancy in Michigan.

This expert is the President and CEO of a philanthropic trust, which she has transformed into one of the largest fundraising and grantmaking institutions in the U.S., raising more than $4 billion in contributions, making more than 90,000 grants to charities in 57 different countries, and crafting partnerships with some of the largest banking institutions in the world. She is a nationally recognized expert on charitable and planned giving having been interviewed about philanthropy and donor-advised funds on CNBC, PBS, NPR, CNN International and Bloomberg TV, and by nearly every national newspaper and major trade publication, including the Wall Street Journal, New York Times, Washington Post, Bloomberg, CBS MarketWatch, Financial Advisor, and Investment News. She has received numerous industry honors, most recently the Association of Fundraising Professionals' 2014 Outstanding Fundraising Professional.

This highly qualified expert has 25+ years of experience in the Oil & Gas industry developing and implementing tactics and strategies to optimize utilization of assets and maximize ROI. He has four years of consulting experience in E&P, with an emphasis on Natural Gas drilling costs and Enhanced Oil recovery and insights in Upstream oil trends. His has also experience on Wall Street with a boutique brokerage firm with exposure to securities, fixed income and alternative investment markets such as Master Limited Partnerships, REITs and Derivatives. He has extensive experience in Crude Oil, Refined products and Natural Gas value chains, pricing, risk mitigation, trading and economics. His technical skills lie in feed-stock selection, refinery production optimization, oil trading, pipeline scheduling and downstream asset management. His core business skills are honed in client relationships, business development, proposal writing and contract negotiations.