Stocks & Bonds Expert Witnesses

Business, Financial & Marketing Expert Witness Listings

Expert witnesses who are available to consult and testify regarding stocks and bonds may be found here. Experts found on this page may consult on issues involving investors, maturity dates, money markets, and junk bonds. These experts may provide reports concerning asset-backed securities, mortgage-backed securities, and subordinated bonds. Expert witnesses found through this page may also testify regarding treasury bonds, government bonds, dividends, market pricing, and municipal bonds, as well as related issues.

You may limit your search for Stocks & Bonds expert witnesses to a specific area by selecting a state from the drop down box.

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Expert Witnesses

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David Ostrove (David Ostrove, a Professional Corporation)

Location: California
Areas of Expertise: David Ostrove, attorney-CPA-Educator, is president of David Ostrove, a Professional Corporation. He has been an expert witness since 1957; Professor Of Law And Accounting, at Southwestern University School...

ForensisGroup, Inc. (The Expert of Experts)

Location: Multiple Locations
Areas of Expertise: For over 20 years, ForensisGroup has provided the nation’s top law firms, insurance agencies, government entities and many other industries with highly qualified expert witnesses and consultants. Experts...

Charles W. Ranson (Charles W. Ranson Consulting, Inc.)

Location: Florida
Areas of Expertise: Banking and financial services expert witness and litigation consultant focused on fiduciary issues, investment suitability, trustee fee determination and duty of impartiality, lending practices and failure...

JAY SHAPIRO CPA ( Financial Expert Witness)

Location: California
Areas of Expertise: Created a CPA professional corporation specializing in serving the entertainment and media industry on an international basis including forensic accounting, income taxation,economic damage analysis, management...

Douglas E. Johnston, Jr. (Five Management, LLC)

Location: California
Areas of Expertise: Doug Johnston is an expert witness in banking & finance, with a focus on forensic dispute analysis and due diligence review. His career includes having served as a CEO, President and/or EVP in leading...

Lawrence H. Jacobson ( A Professional Corporation)

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...

Steven Bankler, CPA, PFS, Cr.FA, CFF, CGMA

Location: Texas
Areas of Expertise: Certified in Financial Forensics – selected by the U.S. Senate as its only investigative accountant for Whitewater. Reviewed documents related to the audit of Swiss banks for holocaust victims’ assets....

Pat McElroy (McElroy Consulting & Litigation Services)

Location: Texas
Areas of Expertise: McElroy Consulting and Litigation Services is headed by Mr. Pat McElroy, Jr. who has more than 40 years experience in the banking industry and has provided expert witness testimony in various civil, criminal,...

James W Lovely

Location: Florida
Areas of Expertise: Mr. Lovely, J.D., M.B.A.- Finance, B.B.A.- Finance, provides expert witness and consulting services nationwide to clients and law firms involved in disputes or litigation relating to: derivatives (e.g.,...

William Fender (Innovest Portfolio Solutions LLC)

Location: Colorado
Areas of Expertise: • Fiduciary duties and responsibilities associated with the management of investment portfolios in trusts and estates, retirement plans, individual investor portfolios and foundations • Experience includes...

Fred Whittlesey (Compensation Venture Group, SPC)

Location: Washington
Areas of Expertise: Internationally-recognized expert in executive compensation, stock-based compensation, and all aspects of employee compensation. Litigation expertise in employment contracts, disputes regarding stock...

Kathy D. VanNoy Pineda (KVP Compliance Consulting LLC)

Location: California
Areas of Expertise: Kathy VanNoy Pineda provides expert witness services specific to Broker Dealer compliance and standards, registered representative and investment advisor behavior, financial investments and products, and...

Kerry G Campbell, CFA®, CFP® (Kerry Campbell LLC)

Location: New York
Areas of Expertise: Mr. Campbell has a broad and deep background in various dimensions of financial services, portfolio construction, investment management and risk management. He has worked as a Managing Director in investment...

Market Consulting Corporation

Location: Multiple Locations
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,...

Kern G. Slucter, MS, MAI, SRA (Gannon Group, PC)

Location: Michigan
Areas of Expertise: Gannon Group, P.C. is a real estate and business valuation and consulting firm serving local, regional and global clients. Kern G. Slucter, MS, MAI, SRA, the principal of the firm, has over 30 years of...

John D. Maine

Location: California
Areas of Expertise: John D. Maine, securities expert witness, consults and testifies regarding general industry customs and practices from a strong hands-on background. He has been retained in excess of 1,700 times and given...

J. Richard Claywell, CPA, ABV, ASA, CBA, ICVS, CVA, CM&AA, MAFF, CFD, ABAR

Location: Texas
Areas of Expertise: Preparation of valuation reports since 1985 for Exit Planning, Estate and Gift Tax, Buy/Sell Agreements, Adequacy of Life Insurance, Economic Loss Analysis, Partner Disputes, Dissenting Shareholder Actions,...

John A. Rodgers, III (John Rodgers & Associates)

Location: North Carolina
Areas of Expertise: Trust and estate administration litigation consulting and expert witness services. Issues addressed include trust mismanagement, income and remainder beneficiary rights, trust investments, regulatory compliance...

W. Timothy Finn II (Financial Management Consulting Group)

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,...

MCS Associates -- Experts & Consultants In Banking, Financial Services, Real Estate & Insurance

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,...

Chris McConnell AIFA (Chris McConnell & Associates)

Location: California
Areas of Expertise: Chris McConnell AIFA® is an independent expert on the securities industry and fiduciary responsibility. He has over 31 years of experience. Since 2003 as an independent expert consultant, McConnell’s FiduciaryFORENSICS®...

Jules H. Kamin (ValuEconomics, Inc.)

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...

Thomas M. Neches, CPA (Thomas Neches & Company LLP)

Location: California
Areas of Expertise: Mr. Thomas Neches provides expert testimony, forensic accounting, business valuation and computer database analysis. Mr. Neches areas of expertise are: Expert Testimony Forensic Accounting Business...

James A. DiGabriele (DiGabriele, McNulty, Campanella & Co., LLC)

Location: New Jersey
Areas of Expertise: Dr. 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...

Mason A. Dinehart III, RFC (Financial Education Network Development (FEND))

Location: California
Areas of Expertise: Mr. Dinehart, RFC is a FINRA Arbitrator and expert witness in securities arbitration and litigation. With over 40 years of industry experience, he has been a branch manager for 3 securities firms. With...

Consolidated Consultants

Location: Multiple Locations
Areas of Expertise: Consolidated Consultants (CCc) continues to deliver high quality expert witness and medical expert witness referrals nationwide since 1995. CCc is the only referral service where you can view the full,...

Charles Porten, CFA

Location: Connecticut
Areas of Expertise: Charles Porten is a Registered Investment Advisor, Chartered Financial Analyst and investment expert with more than 30 years of experience in portfolio management of trust and advisory accounts, brokerage...

Shelley L Boyce, CFP®, AIF® (Financial Planning Solutions, Inc.)

Location: California
Areas of Expertise: With over twenty-five years of experience in the insurance industry managing individual and small business assets, Ms. Boyce applies her extensive knowledge towards litigation support to evaluate possible...