Finance Expert Witnesses in California

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Finance expert witnesses specialize in a variety of fields, including banking, investment management, financial planning, corporate finance, and insurance. Some of the most common specialties among finance expert witnesses also include securities trading, risk management, financial analysis, taxation, and real estate finance. They have provided opinions on the effects of market volatility, financial fraud, investment strategies, tax implications, and regulatory compliance.

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Dr. William Stephen Comanor, PhDView profile

ID: 115692

Dr. William Comanor, PhD

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California

Dr. William S. Comanor has 59 years of experience in the field of Economics. He earned his BA in Economics from Haverford College and his Ph.D. in Economics from Harvard University. Formerly, this expert served as the Chairman of the Economics Department at the University of California, Santa Barbara, and as the Director of the Research Program in Pharmaceutical Economics and Policy at the...

Financial Lending Expert WitnessView profile

E-691935

Financial Lending Expert Witness

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California

This expert has over 35 years of experience in the banking, finance, investment, and brokerage business. He earned his BA in philosophy, economics, and accounting from Pomona College and is licensed as both a California Real Estate Broker and California Finance Lender and Broker. He is a member of the National Association of Realtors and the California Association of Realtors. He formerly served...

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Ms. Maureen ClarkView profile

ID: 124537

Ms. Maureen Clark

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California

This well-credentialed expert has over 20 years of human resources experience. She holds a master's degree in career counseling. She has been certified as a senior professional in human resources since 2005 and obtained her specialized California certification in 2010. She has held numerous positions on academic, professional and community service boards, and currently is vice chair emerita on...

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Financial Services Regulatory Compliance Expert WitnessView profile

E-608192

Financial Services Regulatory Compliance Expert Witness

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California

This expert has over 10 years of experience in risk management and regulatory compliance in the financial services industry, with a focus on identifying compliance issues and implementing solutions to mitigate risk. In his work with the CFPB, he identified millions of dollars in remediation for consumers. Formerly, he worked in consumer protection roles with the Consumer Financial Protection...

Ms. Eva KnoppelView profile

ID: 12690

Ms. Eva Knoppel

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California

This expert landscape contractor has been in the landscape contracting and design industry for over two decades. A member of the Association of Professional Landscape Designers, she is currently the Owner of a landscape design group in California and frequently contracts on several projects at a time. Additionally, her company was voted one of the top five landscaping companies in Los Angeles by...

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Retail Gasoline and Convenience Store Industry Expert WitnessView profile

E-009330

Retail Gasoline and Convenience Store Industry Expert Witness

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California

This expert specializes in gas station and convenience store operations, management, and safety, with specific focus on site valuations, operating procedures, capital and expense management. He earned a BS in Chemical Engineering from Cornell University and a MBA in Finance from Drexel University. He has 37 years of experience in the downstream petroleum refining and marketing industry with ARCO...

Mr. George JouganatosView profile

ID: 133007

Mr. George Jouganatos

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California

This expert has been teaching and practicing economics for over over 20 years. He holds a Doctorate in Economics from the University of California, Riverside and has been the Principal of his own economic consulting firm for the past 20 years. He provides consulting services in both the private and public sectors in the areas of economic impact and efficiency studies, cost/benefit analysis, and...

Retail Finance and Consumer Products Expert WitnessView profile

E-013178

Retail Finance and Consumer Products Expert Witness

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California

This expert is a partner in a large independent public accounting firm, where he serves as the leader of the firm's National Retail/Consumer Products industry group. He provides consulting services in the apparel, manufacturing, distribution, and retail industries.

Dr. Lawrence Stephen Mayer, MD, MS, PhDView profile

ID: 143191

Dr. Lawrence Mayer, MD, MS, PhD

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California

Dr. Lawrence S. Mayer has 52 years of experience in the fields of Psychiatric Epidemiology and Statistics. He earned his BS in Psychology and Pre-Medicine, his MS in Mathematics, and his Ph.D. in Mathematics and Statistics from The Ohio State University. He also obtained his MBBS from the GKT School of Medical Education. Today, this expert is certified as a Private Pilot through the Federal...

Economics Expert WitnessView profile

E-007565

Economics Expert Witness

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California

This expert has been teaching and practicing economics for more than 25 years. He holds a Doctorate in Economics from the University of California, Riverside and has been the Principal of his own economic consulting firm for the past 25 years. He provides consulting services in both the private and public sectors in the areas of economic impact and efficiency studies, cost/benefit analysis, and...

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Dr. Jonathan Lamont Walker, PhDView profile

ID: 162660

Dr. Jonathan Walker, PhD

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California

Dr. Jonathan Walker has 37 years of experience in the field of Business & Finance. He earned his BA in Economics from the University of California, Berkeley, and his Ph.D. in Economics from the Massachusetts Institute of Technology. Previously, Dr. Walker was a Management Consultant with Monitor Company Group Limited and the President and Chief Executive Officer of Economists Incorporated....

Real Estate & Finance Expert WitnessView profile

E-018311

Real Estate & Finance Expert Witness

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California

This expert is a highly qualified and multi-faceted business professional and educated. He is a top-ranked, tenured professor at one of the nation's top universities, and a successful real estate developer/investor. Widely quoted, he has appeared on BBC World News, Bloomberg, CNN, FOX News, NBC's The Today Show, NPR, and all major dailies including the Wall Street Journal, New York Times, and...

Mr. Donovan TroneView profile

ID: 16432

Mr. Donovan Trone

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California

This expert earned his BS in finance and accounting at California Polytechnic State University. He is a certified senior appraiser and financial analyst. He formally was an equity research analyst for UBS and currently, he is a senior manager of valuations and analytic services for a finance and valuation company in northern California. His appraisal work is specialized in the wine industry.

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Forensic Economics Expert WitnessView profile

E-117443

Forensic Economics Expert Witness

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California

This expert is highly qualified in the field of Forensic Economics. He earned his BS at the University of Southern California, and is active in his field as a member of American Rehabilitation Economics Association and the American Economic Association. He has been a partner at a Forensic Economics Firm in California for the last 25 years. In that capacity, he has performed analysis of financial...

Mr. Andrew ClausenView profile

ID: 16553

Mr. Andrew Clausen

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California

This expert has over a decade of experience in business valuation. He obtained his BA in finance and marketing at the University of Wisconsin-Milwaikee and is an accredited senior business appraiser by the American Society of Appraisers. he previously served as a financial analyst at Virchow Krause, as well as a manager of business valuation at RSM US. He now serves as a business valuation...

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Economic Damages and Securities Expert WitnessView profile

E-107164

Economic Damages and Securities Expert Witness

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California

This well-credentialed expert specializes in damages analysis, financial economics, and valuations in complex commercial litigation. Experienced across a range of verticals, he has testified on numerous government matters, including the largest government contract dispute in history. He has also worked in many private litigation matters and has valued damages, intellectual property, and lost...

Mr. Eric EpsteinView profile

ID: 18106

Mr. Eric Epstein

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California

Eric Epstein is Managing Member of e2 venture partners focused on investing in and advising consumer branded products, health & wellness, aerospace & defense and healthcare (including specialty pharma) sectors. He has acted as an advisor to and / or evaluated investment opportunities with many private equity funds including Altas Partners, Bregal Partners, Clearlake Capital, Marlin Equity...

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Financial Wealth Management Expert WitnessView profile

E-288137

Financial Wealth Management Expert Witness

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California

This qualified expert received his BA in business administration from Saint Michael's College and has over 35 years of experience in retail wealth management. He is a certified trust financial advisor, a FINRA arbitrator, and a chartered advisor in philanthropy. He has served as a director for prestigious companies such as JPMogran Securities, RBC Wealth Management, and UBS Financial Services...

Mr. Simon Warwick SmithView profile

ID: 18991

Mr. Simon Warwick Smith

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California

This book publicity and marketing expert has over 20 years of experience in the field. He earned his BS from the Australian National University and his MS in Psychology from John F. Kennedy University. Formerly, this expert served as a Business Analyst at International Computers LTD, as a Senior Analyst at Australian Minerals Economics, as a Project Manager at Pacific Bell Directory, as a...

Damages, Causation, and Securities Expert WitnessView profile

E-512723

Damages, Causation, and Securities Expert Witness

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California

This highly-qualified expert has over 15 years of experience in the field of economics and finance. He received his BA in economics from Washington and Lee University before earning his MA in economics at University of California Davis. He then earned his PhD in finance from Duke University. He is active in his field as an author of several publications and a speaker at multiple conferences. He...

Ms. Laura Fuchs Dolan, MBAView profile

ID: 193489

Ms. Laura Dolan, MBA

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California

Ms. Laura F. Dolan has 34 years of experience in Forensic Economics. She earned her BBA in Finance and Marketing and her MBA in Finance from Loyola Marymount University. Formerly, this expert served as an Economic Analyst at Brinton Economics, Inc., as a Partner at Mack Barclay Inc., and as a Managing Director at LECG Corporation. Currently, this expert is a Principal at Dolan/Xitco Consulting...

Valuation, Economic & Financial Modeling, and Risk Assessment Expert WitnessView profile

E-462994

Valuation, Economic & Financial Modeling, and Risk Assessment Expert Witness

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California

This highly qualified expert has been in the field finance and economics for over two decades, with demonstrated experience in valuation, assessment, discounted cash flow, economic and financial modeling, investment analysis, economic damage, earnings analysis, and risk assessment and analysis. He received his BA, in English literature and international relations from the University of California...

Dr. Dominique M. Hanssens, PhDView profile

ID: 19745

Dr. Dominique Hanssens, PhD

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California

Dr. Dominique M. Hanssens has 48 years of experience in Strategic Marketing. He studied Applied Economics at the University of Antwerp and earned his MS and PhD in Management from Purdue University. Formerly, this expert served as the Associate Dean, as the Bud Knapp Professor of Marketing, and as the Faculty Director of the Global Executive MBA Program for the Americas and the Morrison Center...

Mr. Eric SundheimView profile

ID: 19959

Mr. Eric Sundheim

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California

This expert in business valuation, has over 10 years of experience in his field. He earned a BA in economics from Washington University in St. Louis, and earned the designation of Accredited Senior Appraiser from the American Society of Appraisers in Business Valuation. Previously, he served as Treasurer of the American Society of Appraisers' Northern California chapter. Currently, he serves as...

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Ms. Heather Hathaway Xitco, MBA, CPAView profile

ID: 202114

Ms. Heather Xitco, MBA, CPA

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California

Ms. Heather Xitco has over 30 years of experience in the fields of Forensic Economics and Forensic Accounting. She earned her BA in Economics from the University of Southern California and her MBA with an emphasis in Finance and Management from the University of San Diego. Today, this expert is licensed as a Certified Public Accountant. Formerly, she served as a Shareholder at Mack Barclay, Inc....

Mr. James KimView profile

ID: 20314

Mr. James Kim

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California

This expert has over a decade of experience in business valuation. He obtained his BS in economics at the Wharton School of the University of Pennsylvania. He is an accredited senior appraiser by the American Society of Appraisers. He previously served as an investment analyst at Citi Private Bank, as a credit associate at Silicon Valley Bank, and as an associate at BDO Consulting. He is now the...

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Stephanie EnglerView profile

ID: 21419

Stephanie Engler

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California

This registered nurse earned her BSN from the College of St. Catherine and her MSN from Walden University. She is a certified life care planner and a member of the American Association of Nurse Life Care Planners. She has formally served as a registered nurse at the University of Minnesota, Scripps Green Hospital, and Methodist Hospital. Additionally, she has served as a life care planner for...

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Dr. Matthew ShumView profile

ID: 22520

Dr. Matthew Shum

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California

This expert has over two decades of experience as an economics professor teaching econometrics and has published over 50 articles throughout his career. He obtained his BA from Columbia University and his PhD in Economics from Stanford University. He previously served as an Assistant Professor of Economics at the University of Toronto, as a Professor of Economics at Johns Hopkins University, and...

Mr. Naji BoutrosView profile

ID: 22808

Mr. Naji Boutros

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California

This expert has over 10 years of experience working in real estate, specifically in loan modification. He obtained his AA in business transfer studies from the College of the Canyons and his BA in entrepreneurship and small business from California State University at Los Angeles. He is a certified and licensed real estate agent and is currently at a real estate firm in CA.

Mr. Peter BerenView profile

ID: 23484

Mr. Peter Beren

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California

This book publishing and publicity expert has over 35 years of experience in the field. He earned his BA in English literature at Tufts University. This expert holds memberships in the Association of Authors Representatives and the Independent Book Publishers Association. He has published two books, including The Writers Legal Companion. Formerly, this expert served as the Executive Editor at...

Dr. Jon Riddle, PhDView profile

ID: 23763

Dr. Jon Riddle, PhD

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California

This highly-qualified expert has over 20 years of experience as an economist, with much of his work centered around health economics, hospital reimbursement policies, antitrust economics, and damages. He received his BS in economics from California State Polytechnic University before earning his PhD in economics from the University of California Santa Barbara. This expert is active in his field...

Mr. Randy OsenbaughView profile

ID: 25414

Mr. Randy Osenbaugh

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California

This expert has over 35 years of experience in the energy industry. He earned his integrated fluids engineer certification from MI Engineering Research and Development Center and has extensive experience in fracking operations. This expert has previously served as a Drilling Rig Supervisor and Drilling Fluids Engineer at various companies including M-I SWACO, Krummrich Engineering, Boart...

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Mr. Rudy ZuidemaView profile

ID: 25572

Mr. Rudy Zuidema

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California

This expert received his BS in plant science and viticulture from the University of California Davis. After receiving his degree, he took on the role of assistant winemaker at Honig Vineyard. Next, he assumed the role of consulting winemaker at Allora Vineyards and Red Cap Vineyards. He was also a former winemaker at Encanto Vineyards and Shadybrook Estate. After gaining extensive experience as a...

Mr. Bruce Fred Deal, MPPView profile

ID: 268612

Mr. Bruce Deal, MPP

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California

Mr. Bruce F. Deal has over 35 years of experience in the field of Economics. He earned his BA in Economics and Global Studies from Pacific Lutheran University and his Master of Public Policy at Harvard University’s John F. Kennedy School of Government. Formerly, this expert held the role of a Senior Consultant and Manager at Arthur Andersen. Currently, he serves as the Managing Principal at...

Dr. Andrew Hardy Roper, PhD, MAView profile

ID: 28372

Dr. Andrew Roper, PhD, MA

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California

Dr. Andrew H. Roper has 22 years of experience in the field of Business & Finance. He earned his BA in Economics from Washington and Lee University, his MA in Economics from the University of California, Davis, and his PhD in Finance from Fuqua School of Business at Duke University. Formerly, this expert served as Executive Vice President and Senior Consultant at Compass Lexecon and as Founder...

Dr. Jerald Harvey Udinsky, PhDView profile

ID: 290663

Dr. Jerald Udinsky, PhD

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California

Dr. Jerald H. Udinsky has 52 years of experience in the fields of Economics and Business Valuation. He earned his BS in Physics from the Massachusetts Institute of Technology and then earned both his MA, and his Ph.D. in Economics from the University of California Berkeley. Today, this expert is certified as a Senior Disability Analyst by the American Board of Disability Analysts. Formerly, this...

Mr. Dan WilsonView profile

ID: 29743

Mr. Dan Wilson

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California

This highly qualified expert has over a decade of experience in the transportation, events, and security industries. He specializes in transportation logistics, operations, policies, and procedures, as well as in charter, tour, school, and party bus operations, large scale refinery and construction site transportation, and employee shuttle systems. He also has expertise in private event planning...

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Mr. Marc WeinsteinView profile

ID: 30436

Mr. Marc Weinstein

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California

This highly qualified expert has worked as the director of operations for several music festivals. He obtained his BS in economics from the University of Pennsylvania, before beginning his career as an investment banker at Jeffries & Company and at Morgan Stanley. As a serial entrepreneur in both finance and music, this expert has also held a slew of finance positions, including as the founder...

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Dr. Eric MatoloView profile

ID: 30791

Dr. Eric Matolo

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California

This expert specializes in analyzing complex business economics for commercial disputes, intellectual property issues, and patent and trademark cases. He has prior experience estimating damages and costs related to corrective advertising campaigns. This expert earned his BA, MA, and PhD in Economics from the University of California Santa Barbara. He is a member of numerous professional...

Dr. Bruce A. Strombom, PhDView profile

ID: 320313

Dr. Bruce Strombom, PhD

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California

Dr. Bruce A. Strombom has 43 years of experience in the field of Economics. He earned his BA in Economics from San José State University, and his PhD in Economics from the University of California, Irvine. Formerly, this expert served as a Manager of Consulting Services at Price Waterhouse and as an Executive Vice President at Geneva Business Research Corp. Currently, this expert is a Senior...

Ms. Sarah Melissa Butler, MPhil, MAView profile

ID: 3277112

Ms. Sarah Butler, MPhil, MA

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California

Ms. Sarah Butler has 25 years of experience in Market Research and Statistical Analysis. She earned her BA in History and Sociology from Wellesley College, her MPhil from Trinity College, and her MA in Sociology from Temple University. Formerly, this expert served as an Adjunct Professor at Temple University and as a Consultant at Integrated Marketing Associates. Currently, this expert is a...

Mr. Joseph EsileView profile

ID: 33729

Mr. Joseph Esile

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California

This expert earned his BA in management from Elms College and his MS in sports administration from Marshall University. He worked as operations assistant and coordinator for Marshall University Athletics, University of Missouri Athletics, and the University of Pittsburgh Athletics. He is currently the director of athletic facilities and events at a top university in northern California.

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Mr. Pablo AguilarView profile

ID: 34096

Mr. Pablo Aguilar

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California

This highly-qualified expert has nearly 20 years of experience working in nightlife operations and management. He earned his BS in finance at San Diego State University and has formerly worked at various nightclubs and venues. He previously served as the director of VIP Services at Sweetwater & Moonstone, the VIP host at IVY Hotel and a CEO and partner at New Visions Productions. In addition, he...

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Mr. Bobby HackerView profile

ID: 36373

Mr. Bobby Hacker

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California

This highly qualified expert is specialized in sports media law. He received his BA from the University of California, Berkeley before completing his JD at San Fernando Valley College of Law. He is an active member in a number of sports associations, including a board of directors position as the president of the Sports Lawyers Association. He has published on the legal aspects of big sports...

Mr. Ron DorobaView profile

ID: 36503

Mr. Ron Doroba

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California

This highly qualified expert has over 25 years of experience in music festival operations. He obtained his BS from the University of Maryland, before beginning his career in music and entertainment. Formerly, this expert has served as the director of production at AEG Live, as the vice president of North American sales at EPS America, as the producer of A Beautiful Perspective, LLC, and as the...

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Mr. Daniel DurbinView profile

ID: 37131

Mr. Daniel Durbin

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California

This highly qualified expert has 25 years of experience in studying and writing about various aspects of sports media. He received his MA in communication studies from California State University, Northridge and his Ph.D. in rhetorical theory and criticism from the University of Southern California. This expert has appeared as an expert on sports media and society in hundreds of articles and news...

Ms. Stella BryanView profile

ID: 39415

Ms. Stella Bryan

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California

This expert has over 12 years of experience in call center technology. She earned her BA in psychology from San Jose State University, followed by her MA in psychology and anthropology from ITP University. Over the course of her career, she has consulted for large companies such as Johnson and Johnson, Sirius XM, Apple Computers, and Charles Schwab, specializing in virtual contact center...

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Ms. Susan LeaView profile

ID: 39647

Ms. Susan Lea

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California

This highly-qualified expert has been practicing law in California for more than 30 years. She earned her MBA from the University of California, Berkeley before earning her JD from the University of San Francisco. Over her career, she has served as a member of the UN Steering Committee, the co-founder of Court Appointed Special Advocates, a licensed appraiser, and a pro temp judge. She currently...

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Mr. Cristian ZarcuView profile

ID: 404692

Mr. Cristian Zarcu

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California

Mr. Cristian Zarcu has 28 years of experience in Business and Finance with expertise in Trading Algorithms and Electronic Trading. He earned his BS in Economics and Finance from the University of Idaho. This expert holds six active certifications from the Financial Industry Regulatory Authority. Formerly, this expert served as a Portfolio Sales/Trader at Salomon Brothers, as the Head of the...

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Mr. Brad BatesoleView profile

ID: 42105

Mr. Brad Batesole

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California

This highly-qualified expert has nearly 15 years of experience in marketing with expertise in search marketing and search engine optimization. He earned his BBA in marketing and communications from Azusa Pacific University. Throughout his career, this expert has held many positions including digital marketing director at Five Sharp, the head of operations and marketing at Geodelic Systems, Inc,...

Finance Expert Witness FAQs

A finance expert witness provides specialized knowledge and insights on financial matters, helping courts understand complex issues related to economics, investments, valuations, and more.

Finance expert witnesses are crucial in cases involving securities fraud, business valuation disputes, bankruptcy, economic damages, financial crimes, and other financially-related litigation.

Yes. Finance expert witnesses may specialize in areas like corporate finance, investment banking, financial planning, risk management, or forensic accounting.

In securities fraud cases, a finance expert can analyze financial statements, evaluate investment strategies and risks involved, and provide testimony on standard industry practices.

Forensic accountants have the skills to trace fraudulent transactions, identify irregularities in financial records and provide clear explanations of complex financial data in court.

Expert Institute offers a personalized approach to help you find the highest quality experts. We source actively-practicing professionals who match all your requirements for specialty areas, work experience, litigation history, fee range, certifications, location, and more.

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