Investment Banking Expert Witnesses
Business, Financial & Marketing Expert Witness Listings
Consultants who may provide expert witness testimony regarding investment banking may be found by clicking on the following listed areas of expertise. Investment banking experts found on this page may consult on issues involving financial analysis, mortgage securities, and venture capital. These experts may provide reports concerning pension funds, mutual funds, and investment bankers. These consultants may also testify on divestitures, hedge funds, public offerings, mergers and acquisitions, financial securities, corporate finance, private placements, business valuations, and financial securities, as well as related topics.
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...
Robert ("Bobby") a Certified Fraud Examiner (CFE) is a principal and CEO of Lazenby & Associates. Within the industry he is an esteemed speaker and well-regarded nationally as an industry expert specializing in providing due diligence and litigation...
Location: Kentucky
Areas of Expertise: Our years of experience, as bankers, as bank consultants, and as regulators provide valuable insight into case matters. We can assist both from the industry perspective, and from the regulatory perspective, offering a comprehensive assessment and...Location: Texas
Areas of Expertise: Thomas Roney LLC is an economic consulting firm specializing in economic damages calculation and expert testimony for attorneys throughout the country. Our team includes experienced economic, finance and forensic accounting experts and consultants....Location: California
Areas of Expertise: Expert testimony on investment matters involving fiduciary issues, trusts, and brokerage accounts; Review of investment matters, with supporting computer quantifications; Thorough examination of account management as to risk assessment and standards...Location: Georgia
Areas of Expertise: HLB Gross Collins, P.C., is an independent consulting firm providing litigation support regarding losses encountered by individuals and companies. Our technical staff consists of well-trained professionals with many years of experience. All have...Location: California
Areas of Expertise: Gary M. Tenzer is a co-founding Principal and Senior Director George Smith Partners, Inc., a real estate investment banking firm which places in excess of $4 Billion in real estate debt and equity, annually. Mr. Tenzer has considerable experience in...Location: California
Areas of Expertise: Dr. Jules Kamin received his Ph.D. in business economics, finance and management science from the University of Chicago Graduate School of Business, rated #1. He is an expert on economic damages and economic/financial aspects of liability. He brings...Location: Illinois
Areas of Expertise: Mr. Oliva is currently the managing partner of a regional accounting firm, ECS Financial Services, Inc. (www.ecsfinancial.com), since 1982. Also concurrently and since 1990 the CEO of an equipment leasing company , Beacon Funding...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: Multiple Locations
Areas of Expertise: ForensisGroup has hundreds of forensic experts with thousands of areas of expertise to refer for your consideration as expert witnesses, consultants, and investigators. Our experts routinely perform accident reconstruction, structural and failure...Location: California
Areas of Expertise: Mr. Sher has expertise in all areas of the securities business. He has been a broker, manager, regional manager and several senior management positions with major brokerage firms over a 36 year period. He has been responsible for investment banking,...Location: New York
Areas of Expertise: Expert Witness in Financial Services Litigations; NASD Arbitrations; Extensive knowledge of People Process, and Technology in Financial Institutions; Detailed understanding of Investment Management; Expert in all aspects of Financial Risk Management...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...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: Connecticut
Areas of Expertise: Dr. Mangiero provides investment risk and valuation consulting for pension trustees, regulators, audit and compliance firms, hedge fund professionals, and attorneys. She also provides a variety of litigation support services such as rebuttal...Location: Illinois
Areas of Expertise: Jason Almiro is a director in the FTI Forensic and Litigation Consulting practice and is based in Chicago. Mr. Almiro has over 10 years of experience providing financial valuation services to healthy and financially distressed companies in the...Location: New York
Areas of Expertise: Mr. Ober is an Accredited Investment Fiduciary Auditor, with experience as an expert witness and consultant in customer/broker-dealer disputes, fiduciary duties, selling away, 10b-5, due diligence, suitability, duty of care, partnerships and damage...Location: California
Areas of Expertise: Mr. Dinehart, RFC is an NASD Arbitrator and expert witness in securities arbitration and litigation. With nearly four decades of industry experience, he has been a branch manager for 3 securities firms. With over 600 retentions, he has testified in...Location: Colorado
Areas of Expertise: Served as an expert on lawsuits concerning valuation of employee stock option plans, valuation of private corporation, corporate governance, efficiency of the market in which internet stocks have traded, and impact of litigation on corporate value....Location: California
Areas of Expertise: Mr. Jacobson offers an impressive record of success as an expert witness in real estate, business and finance. Included among the numerous cases in which he has testified as an expert witness are disputes over the interpretation of real estate...Location: Connecticut
Areas of Expertise: Mr. Zask has more than 25 years of experience in the financial securities industry working with banks, brokers, hedge funds, investment advisors and fund managers. He has taught at Yale, Princeton and Carnegie Mellon business schools. Mr. Zask has...Location: Massachusetts
Areas of Expertise: Dr. Jennings is an experienced economic consultant and expert witness with a B.A. in economics (magna cum laude) from Harvard College and an M.A. and Ph.D. in economics from Stanford University. His experience includes academic teaching and research...Investment Banking Expert Witnesses by State
- Alabama,
- Alaska,
- Arizona,
- Arkansas,
- California,
- Colorado,
- Connecticut,
- Delaware,
- District of Columbia,
- Florida,
- Georgia,
- Hawaii,
- Idaho,
- Illinois,
- Indiana,
- Iowa,
- Kansas,
- Kentucky,
- Louisiana,
- Maine,
- Maryland,
- Massachusetts,
- Michigan,
- Minnesota,
- Mississippi,
- Missouri,
- Montana,
- Nebraska,
- Nevada,
- New Hampshire,
- New Jersey,
- New Mexico,
- New York,
- North Carolina,
- North Dakota,
- Ohio,
- Oklahoma,
- Oregon,
- Pennsylvania,
- Rhode Island,
- South Carolina,
- South Dakota,
- Tennessee,
- Texas,
- Utah,
- Vermont,
- Virginia,
- Washington,
- West Virginia,
- Wisconsin,
- Wyoming