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 and 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:

  Medical Billing Expert #22F9FB

President, Mid-Atlantic US

I have 40 years of experience and specialize in the field of health care finance, systems and medical billing with specific knowledge in the areas of physician billing, billing companies and compliance. I have published on such topics as compliance, medical billing and billing systems. I have testified 50 times on topics such as medical billing, medical fees and compliance.

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  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.

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  Product Pricing 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.

I would like to learn more about this expert >>

  Anti-Money Laundering Expert #22F1DC

President, Southeastern US

I have 35 years of experience and specialize in the field of banking with specific knowledge in the areas of Bank Secrecy Act/Anti-Money Laundering (BSA/AML) compliance, global payment systems and international banking. I have published on such topics as BSA/AML compliance, Web-based training and the BSA training manual, virtual robitic automation and mission-critical communications. I have testified on terrorist financing and money laundering.

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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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  Forensic Accounting 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 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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  Public Finance 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 22 times on topics such as investment banking, defaults, standards and practices, disclosure and due diligence, the Financial Industry Regulatory Authority, Inc. (FINRA), the Securities and Exchange Commission (SEC), the Municipal Securities Rulemaking Board (MSRB) and financial analysis.

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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.

I would like to learn more about this expert >>

  Portfolio and Risk Management Expert #22C581

Director, Northeastern US

I have 20 years of experience and specialize in the field of finance with specific knowledge in the areas of the capital markets, macroeconomics and commodities. I have published on such topics as energy, agriculture, metals and mining, trading, portfolio management and risk management. I have testified on trading. I have run my own energy hedge fund as well as a global resources fund.

I would like to learn more about this expert >>

  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 would like to learn more about this expert >>

  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.

I would like to learn more about this expert >>

  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.

I would like to learn more about this expert >>

  Portfolio Management Expert #22FB63

Chief Investment Officer, Southwestern US

I have 40 years of experience and specialize in the field of real estate with specific knowledge in the areas of finance, servicing and portfolio management. I have published on such topics as real estate valuation, loan servicing and portfolio management. I have testified on construction loan origination processes.

I would like to learn more about this expert >>

  Fiduciary Portfolio Management 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.

I would like to learn more about this expert >>

  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 acquistions.

I would like to learn more about this expert >>

  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.

I would like to learn more about this expert >>

  Risk Management Expert #200D07

Clinical Professor, Mid-Atlantic US

I have 39 years of experience and specialize in the field of financial and educational services with specific knowledge in the areas of risk management, investment advisory services and compliance. I have published on such topics as direct foreign investments, risk analysis and underwriting, and financial services.

I would like to learn more about this expert >>

  Financial Fraud 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.

I would like to learn more about this expert >>

  Financial Technology 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.

I would like to learn more about this expert >>

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