Finance Expert Witnesses
Expert Witnesses with Finance Experience

Round Table Group has an extensive network of Finance expert witnesses. Many of these professionals have testifying experience, regularly serve as keynote speakers, are quoted in the news or are published in industry journals. Below you can review the profiles of just a few examples of the sorts of Finance expert witnesses we are able to provide you:

  Economics Expert #00CDBB

Financial Consultant, Southwestern US

I have 31 years of experience in the field of financial economics, with specific knowledge of business valuation, economic damages and statistics. I have published on such topics as business valuation, economic damages and government regulation of business. I have testified 90 times on topics such as valuation, damages, statistics, employment discrimination and intellectual property cases.

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  Investments, Fraud, Economics Expert #222508

Managing Principal, Midwestern US

I have 30 years of experience, and specialize in the field of finance with specific knowledge in the areas of investment banking, defaults and fraud, corporate and public finance and financial analysis. I have published on such topics as corporate finance, due diligence and disclosure. I have testified 20 times on topics such as investment banking; defaults, standards and practices, disclosure and due diligence; financial industry regulatory authority; Securities and Exchange Commission; municipal securities rulemaking board and financial analysis. I have worked in finance as an issuer, as a financial advisor, and as an investment banker. I am an Adjunct Professor of corporate finance, and am working on my doctorate degree in finance.

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  Bankruptcy Expert #22A050

Shareholder, Mid-Atlantic US

I have 25 years of experience, and specialize in the field of finance with specific knowledge in the areas of factoring, asset-based lending, and commericial and insolvency litigation. I have published on such topics as factoring, bankruptcy, insolvency of health maintenance organizations, federal income tax effects of termination of defined benefit transactions, and reinsurance taxation. I have testified on bankruptcy.

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  Financial Derivatives Expert #000353

President, Southern US

I have 25 years of experience, and specialize in the field of financial derivatives with specific knowledge in the areas of valuation, risk management and software development. I have published on such topics as financial derivatives, financial risk management and bond valuation. I have testified on digital options, stock option trading platform and option valuation models. I am an expert at explaining complex quantitative finance to non-professionals.

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  Private Equities Expert #20B474

Director, Business Investment, Hong Kong

I have 25 years of experience in the field of finance, with specific knowledge of investment, capital structure and private equity. I have published on such topics as venture capital, private equities and finance chief financial officer. I have testified 10 times on topics such as finance, initial public offering and capital investment.

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  Financial Forensics Expert #21FAD5

Managing Member, Southeastern US

I have 20 years of experience, and specialize in the field of financial forensics with specific knowledge in the areas of technology, intellectual property and e-discovery. I have published on such topics as IP damages, patent economics and trademarks. I have testified 30 times on topics such as damages, valuation and causation. I am particularly adept at visual communication -- presenting complex business information and economic concepts visually to tell a story and better educate judges and juries.

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  Fiduciary Standards Expert #2065F7

Mid-Atlantic US

I have 50 years of experience and specialize in the field of employee benefits, with specific knowledge of ERISA, employee pensions and employee health benefits. I have published on such topics as ERISA Litigation, pension plan terminations and fiduciary duties. I have testified on ERISA, fiduciary duties and health benfits.

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  Investments Expert #21160F

Professor, Southwestern US

I have 43 years of experience in the field of finance, with specific knowledge in the areas of accounting, investments and trusteeship. I have published on such topics as accounting, investments and trusteeship. I have testified 8 times on topics such as investments, accounting, and trustee matters.

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  Turnarounds, Trustee Expert #221612

Partner, Southwestern US

I have 40 years of experience, and specialize in the field of finance and accounting with specific knowledge in the areas of turnarounds, restructuring and production. I have published on such topics as organizational alignment, management systems and change management. I have testified on bankruptcy, valuations and mergers and acquisions.

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  Fiduciary Investments Expert #223E0E

President, Western US

I have 40 years of experience, and specialize in the field of fiduciary portfolio management with specific knowledge in the areas of modern portfolio theory, prudent investor and principal and income act interactions. I have published on such topics as total return unitrusts. I have testified on valuing illiquid securities and selecting stocks within a CRUT.

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  Optimization Expert #1FF0B3

Professor, Northeastern US

I have 40 years of experience in the field of optimization, with specific knowledge of financial optimization. I have published on such topics as enterprise risk management, optimal asset allocation, and asset and liability management. I have testified on profitability of commodity trading strategies.

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  Investment, Retirement, Planning Expert #001543

CLU, ChFC, AEP, Midwestern US

I have 38 years of experience, and specialize in the field of retirement and insurance planning with specific knowledge in the areas of annuities, life insurance and retirement income planning. I have published on such topics as annuities, retirement income planning and estate planning. I have testified 8 times on topics such as annuity suitability, life insurance suitability and financial planning software. The more I learn about the financial planning process, the more I realize that it's chiefly about behaviors - those that will promote successful outcomes and those that will impede or prevent them. Advisors who focus on products and strategies (or, worse, on products) - without keeping in mind their impact on client behavior - miss the whole point.

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  Product Pricing, Banking Expert #044092

Professor and Chair, Department of Finance, Southeastern US

I have 36 years of experience, and specialize in the field of finance with specific knowledge in the areas of product pricing, risk management and banking and corporate finance. I have published on such topics as risk management and insurance, capital budgeting and pricing of assets and macro-finance. I have testified 30 times on topics such as risk management and insurance, capital budgeting and pricing of assets and macro-finance principals. Gave a speech at the Central Bank of Russia Conference and suggested that they go to a flat personal tax to increase compliance and reduce compliance cost. Russia has had a 13% flat tax since 2001 where government revenues have increase 4-5 times, compliance is high and compliance cost is low.

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  Fraud, Conflict, Securities Expert #22C7E6

Financial Consultant, Southwestern US

I have 35 years of experience, and specialize in the field of securities with specific knowledge in the areas of supervision, margin trading, ponzi schemes, and sections of the Internal Revenue Code and auction rate securities. I have published on such topics as analyst fraud, Schwab Yield Plus Fund and sections of the Internal Revenue Code. I have testified on liability and damages expert on multiple cases wherein an award of over a million dollars was given.

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  Risk, Technology, Accounting Expert #01B89E

Director, United Kingdom

I have 35 years of experience, and specialize in the field of finance and technology with specific knowledge in the areas of applying technology to finance, commercializing technology and scientific evaluation of economic issues. I have published on such topics as long finance, climate change and information systems strategy. I have testified on computer systems procurement, procurement fraud and banking system weaknesses.

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  Mergers and Acquisitions Expert #05815D

Faculty of Finance, Mid-Atlantic US

I have 35 years of experience, and specialize in the field of corporate governance and corporate finance with specific knowledge in the areas of board responsibilities, mergers and executive compensation. I have published on such topics as corporate governance, executive compensation and mergers and acquisitions. I have testified 12 times on topics such as corporate governance, mergers and acquisitions and executive compensation.

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  Fraud, Employee Theft Expert #019965

Principal, Midwestern US

I have 35 years of experience, and specialize in the field of finance and accounting with specific knowledge in the areas of forensic accounting, litigation support and economic analysis. I have published on such topics as fraud investigation, detection and deterrence. I have testified 20 times on topics such as economic damages, solvency and business valuation.

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  Investments, Risk, Negligence Expert #1F4B4F

Sole Practitioner, United Kingdom

I have 35 years of experience, and specialize in the field of finance with specific knowledge in the area of investment. I have published on such topics as portfolio performance, misleading models, stochastic models, misuse of statistics, long term investment and passive investment. I have testified 30 times on topics such as mismanagement and/or misspelling of investment products, misuse of statistics and insider dealing and market abuse.

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  Supply Chain Management, Banking Expert #0016FF

Director, United Kingdom

I have 33 years of experience, and specialize in the field of trade finance with specific knowledge in the areas of forfaiting, letters of credit and banking instrument fraud. I have published on such topics as forfaiting, letters of credit and export finance. I have testified 20 times on topics such as trade finance, forfaiting and banking instrument fraud. I am constantly amazed by the obviousness of many fraudulent banking and trade finance transactions, how victims are duped and criminals think they will get away with them.

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  Derivatives Expert #00143D

President, Northeastern US

I have 30 years of experience, and specialize in the field of finance with specific knowledge in the areas of derivatives, trading and hedging activities. I have published on such topics as over-the-counter and exchange traded derivatives. I have testified on the use of derivatives in tax and financing transactions.

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