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.

Expert Witnesses

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Featured Experts
Kerry G Campbell, CFA®, CFP®, AIFA® (Kerry Campbell LLC)
Mr. Campbell has over 30 years of financial industry experience. He is the principal of a financial litigation and investment management consulting firm, Kerry Campbell LLC, where he serves as a financial expert witness during litigations and provides... Learn More ›

Carl Peters (Peters and Associates, LLC)
Peters and Associates, LLC provides expert witness services for over 20 years in securities fraud, hedge funds, antitrust, financial analysis and economic damages. Dr. Carl Peters is a former holder of an endowed chair in economics and business, and a... Learn More ›
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...
Vahick A. Yedgarian, Ph.D., MFE, MBA, CFP® (Regency Financial Group)
Location: Alaska
Areas of Expertise: Vahick Aram Yedgarian, Ph.D. (dba Regency Financial Group) is a fee-only Registered Investment Advisor (RIA) | Fiduciary Advisor | Certified Financial Planner (CFP®) | Asset Manager | Investment Manager...
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....
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...
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...
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...
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,...
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,...
David Ostrove (David Ostrove,   Professor Of Law and Accounting,    Attorney At Law,    CPA (inactive)   Expert Witness and Consultant)
Location: California
Areas of Expertise: David Ostrove, attorney-CPA(inactive)-Educator, is a Professor at Southwestern School Of Law. He has been an expert witness since 1957; Professor Of Law And Accounting, at Southwestern University School...
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, due diligence, trustee fee determination and duty of impartiality, lending practices...
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,...
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,...
Thomas G. Taliaferro, CIMA®, AIF® (Securities Expert Witness)
Location: California
Areas of Expertise: A financial advisor and portfolio manager for more than thirty years working extensively with high net worth and ultra-high net worth investors. In addition to managing a branch complex of 55 financial...
J. Daniel Mattei, CFA (Rockelis Partners)
Location: Puerto Rico
Areas of Expertise: Over $25 billion in transactional experience including advising the Government of Puerto Rico on the largest ever municipal debt restructuring in US history. Participated actively in pivotal matters of...
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,...
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.,...
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...
J. Richard Claywell, CPA, ABV, ASA, CBA, ICVS, CVA, 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...
James A Seale (Seale & Associates, Inc.)
Location: Virginia
Areas of Expertise: Mr. James Seale built a highly successful investment banking firm with a combination of hard work and knowing how to win. He has more than 25 years of experience in investment banking and expert witness...
Shelley L Boyce, CFP®, AIF® (Financial Planning Solutions, Inc.)
Location: California
Areas of Expertise: With over thirty years of experience in the insurance and investment advisory industry managing individual and small business assets, Ms. Boyce applies her extensive knowledge towards litigation support...
SEDA EXPERTS - FINANCIAL SERVICES ELITE INDUSTRY EXPERTS
Location: New York
Areas of Expertise: SEDA Experts have over 30 years of industry experience as executives at leading financial institutions (including Bear Stearns, Goldman Sachs, Morgan Stanley, Lehman Brothers), and as former directors...
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...
Chris McConnell AIFA (Chris McConnell & Associates)
Location: California
Areas of Expertise: Chris McConnell AIFA® is an independent expert whose portfolio includes but is not limited to the securities, banking and financial services industry regulatory and internal compliance, custom and practice,...
Robert Heller (Spectrum Gaming Capital)
Location: New York
Areas of Expertise: Robert Heller is the CEO of Spectrum Gaming Capital, providing financial advisory and investment banking services to the global gaming and resort industry. Mr. Heller has been active in gaming, lodging...
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...