Massachusetts Financial Planning Expert Witnesses
Massachusetts Business, Financial & Marketing Expert Witness Listings
Errold F. Moody, Jr.. has the most extensive background in Financial Planning in the United States (Ph.D., MSFP, MBA, LLB, BSCE). Mr. Moody has over 36 years of hands-on experience as a financial and real estate consultant to various title companies,...
Have 32 years of experience in the Property/Casualty business. Not only as an Actuary but as a Chief Underwriting Officer, and have dealt in many Mergers and Acquisitions. Expertise as an actuary include an extensive backround in Workers...
Location: Illinois
Areas of Expertise: Have 32 years of experience in the Property/Casualty business. Not only as an Actuary but as a Chief Underwriting Officer, and have dealt in many Mergers and Acquisitions. Expertise as an actuary include an extensive backround in Workers...Location: Colorado
Areas of Expertise: Meyer M. Saltzman is a Denver native and a graduate of the University of Denver. The firm founded by Mr. Saltzman in 1976, through merger and internal growth, currently consists of five partners, three managers and twenty-four staff members. Mr....Location: California
Areas of Expertise: Robert Trout is a financial economist with over 25 years of experience in providing economic, financial and statistical consulting services to clients. Dr. Trout has testified in federal and state courts and before federal and state regulatory...Location: Tennessee
Areas of Expertise: W. James (Jim) Lloyd, CPA/ABV, ASA, CBA, CFE is the Managing Director of ValuePoint Consulting Group, LLC, a valuation and litigation consulting firm based in Knoxville, Tennessee. Mr. Lloyd provides business valuation, economic damages analysis, and...Location: Georgia
Areas of Expertise: Gene Cooney has 35 years of hands-on Banking and Financial Services operations experience. He has held senior positions at two of the 50 largest financial institutions in America at the time and has consulted with over 50 financial services,...Location: New Jersey
Areas of Expertise: Mr. DiGabriele is managing partner of DiGabriele, McNulty, Campanella & Co., LLC, Certified Public Accountants and Consultants. He has been actively engaged in the practice of public accounting for over 10 years and has practiced in the areas of...Location: California
Areas of Expertise: Robert Doty has been involved in the finance industry as a financial and legal expert for more than 35 years. As President of American Governmental Financial Services Company (AGFS), he is a financial advisor to municipal securities issuers, and is a...Location: New York
Areas of Expertise: Mr. Micciche has been a Chief Compliance Officer for 25 years and a securities and insurance regulatory consultant for over 15 years. He has testified in state and federal court and numerous FINRA and NYSE arbitrations. Areas of expertise include...Location: Texas
Areas of Expertise: Preparation of valuation reports since 1985 for Exit Planning, Estate & Gift Tax, Buy/Sell Agreements, Adequacy of Life Insurance, Economic Loss Analysis, Partner Disputes, Dissenting Shareholder Actions, Disruption of Business & chief...Location: Ohio
Areas of Expertise: Mr. Hoffer,J.D. has been engaged in over 100 cases in approximately 30 States as an expert witness involving breaches of fiduciary duties in probate estates, trusts, guardianships, agency and custodian accounts. He has been a consultant to a...Location: Colorado
Areas of Expertise: Peters and Associates LLC provides services in: - Forensic economics, antitrust, finance and statistics - Corporate / business practice - Investments in stocks, bonds, futures, options - Mutual, hedge and managed futures funds Extensive business...Location: California
Areas of Expertise: MCS Associates is a national consulting group with a special focus on Expert Witness and Litigation Consulting in banking, insurance, financial services, securities, real estate, economic & damages analysis, and forensic accounting. The firm has...Location: California
Areas of Expertise: Errold F. Moody, Jr.. has the most extensive background in Financial Planning in the United States (Ph.D., MSFP, MBA, LLB, BSCE). Mr. Moody has over 36 years of hands-on experience as a financial and real estate consultant to various title companies,...Location: California
Areas of Expertise: Mr. Burgh is an expert in taxation, probate and trust administration and litigation, and estate planning. Mr. Burgh is a CPA, certified by the State Bar of California as a Taxation Law Specialist and a Professor of Law at Loyola Law School, teaching...Location: Texas
Areas of Expertise: • 39+ yrs management for financial & mortgage institutions. • 35+ yrs lending with loan funding experience 10+ billion. • 18+ yrs President, CEO &/or Director. • Officer, CEO, Director &/or Owner of 10 businesses...Location: California
Areas of Expertise: Expert witness testimony in complex litigation involving business, real estate, personal injury, marital dissolution, liability issues, damage analysis of lost profits, unjust enrichment, reasonable royalties and lost earnings, valuations, and fraud...Location: Maryland
Areas of Expertise: I am an executive in the financial services industry with expertise in investment banking and investment management. My sub-specialty is investment banking transactions for investment management/investment advisory companies. I also have expertise in...Locations: Florida and Michigan
Areas of Expertise: Mr. Peter Burgher has extensive background in IRC Subchapter C, merger, and acquisitions, venture capital and business finance. Mr. Burgher's areas of expertise include Accounting matters, Audit failures, Cost determination, Insurance claims,...Location: California
Areas of Expertise: Retired in August of 2000 after 41 years at Merrill Lynch. Began as financial consultant and managed offices in Manhattan, Phoenix, and Beverly Hills. Also served as regional Sales Manager for New York, New Jersey, and Connecticut. Have extensive...Locations: Massachusetts and others
Areas of Expertise: Areas of expertise include Broker/Customer disputes--stocks and bonds; options, commodity futures and currency trading; derivatives including swaps; limited partnerships, hedge funds and managed futures, e.g., suitability, churning, unauthorized...Location: Arizona
Areas of Expertise: Mr. Zacharias, 61, has been a founder, ceo, and director of various banks, savings and loans, and mortgage companies, with more than 35 years experience. The specific area of expertise includes credit and loans, loan loss reserves, checking accounts,...Location: Connecticut
Areas of Expertise: Business Valuation for tax, investment, litigation and other purposes. All industries. Nationwide. Designated by the ASA in Business Valuation.Location: California
Areas of Expertise: I have served as an expert witness or consultant in numerous matters involving life insurance, annuities and investments, involving inappropriate or unsuitable investments, compliance issues, agent or broker error, fraud, and professional...Location: Georgia
Areas of Expertise: EDWARD G. DETWILER & ASSOCIATES... provides appraisals of high value, high technology products and businesses, with expertise in the medical and other scientific markets. We offer professional expertise to manufacturers, hospitals, laboratories,...Financial Planning Expert Witnesses by State
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