Finance Expert Witnesses in New Jersey

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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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Average Finance Expert Witnesses Court Fees

Review Fee

Deposition Fee

Court Fee

Finance Experts in New Jersey

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Review Fee $160/hr
Deposition Fee $160/hr

This expert has almost 15 years of experience in the financial services industry with a focus on direct investment and operational due diligence of alternative investments. She received her B.S. in Finance and Accounting. Her focus involves an in-depth inspection of hedge funds and their operations including hedge fund administrators. At PNC Asset Management, she served on the national due diligence unit and was responsible for the selection and monitoring of hedge, fund of hedge fund, and liquid alternative investments in the U.S. and Asia. She currently serves as Managing Director of an alternative investment consulting firm that, among other tasks, focuses on thorough investment and operational due diligence and risk assessment.

President and CEO, Independent Alternative Investment Consulting Firm

Bachelor of Arts (BA), Drexel University

Cherry Hill,

New Jersey

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Review Fee $650/hr
Deposition Fee $650/hr
Court Fee $650/hr

This expert has over 40 years of experience in every area of investment banking, including Mergers and Acquisitions (including LBOS and recapitalizations), Fairness Opinions, Adequacy Opinions, Solvency Opinions, Valuations, Damage Issues, Fiduciary Issues, Advice to Special Committees of Boards and Trustees, Due Diligence and Disclosure Issues, Financing of debt and equity both public and private, Leasing and Real Estate Financing, and many other areas. He graduated with honors in economics from Princeton University, followed by graduating at the top of his class in the MBA program at New York University (NYU) Business School. Until 1990, this expert served as an investment banker at Dillon, Read & Co. Inc., one of the most prominent American investment banks of the twentieth Century. Joining the firm as an associate, he became a Vice-President, then Senior Vice-President, and was elected Managing Director in 1982. In November 1990, he resigned from Dillon, Read & Co. Inc. to pursue a new business opportunity. From October 1993 through February 1995, he served as President and CEO of Gulf USA Corporation, shepherding it through a reorganization process, and as a Director of Gulf Resources Pacific in New Zealand, a 90% owned subsidiary and one of the largest commercial real estate companies in New Zealand. He also served as an advisor to certain corporate finance departments of medium-size investment banks, including Gruntal Capital Markets. In addition, he served on certain boards of directors. This expert is currently a Senior Director at a boutique investment bank with both U.S. and foreign clients.

Investment Banking Consultant, Independent

Master of Business Administration (MBA), New York University Graduate School of Business

Bedminster,

New Jersey

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Review Fee $500/hr
Deposition Fee $500/hr

This certified public accountant is a Harvard business graduate, as well as lecturer at among the nation's leading business academies. He is extensively published in major financial journals like the New York Post, Wall Street Journal and the Star Ledger, and has made high profile television appearances in CNBC and MSNBC business broadcasts. Finally, he is also listed in the Who's Who in Business and Finance.

Adjunct Lecturer, A top business school

Master of Business Administration (MBA), New York University

Woodbridge,

New Jersey

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Review Fee $750/hr
Deposition Fee $750/hr
Court Fee $750/hr

This expert has more than 20 years of experience as a retail executive (Senior VP, Executive VP, Merchandise VP, and President) with Macy's, Bloomingdales, the U.S. division of a major dutch retailer Steinbach, and more. He has also spent 18 years as a financial advisor, equity analyst, and investment banker. He earned a BS in Retail Management/Marketing from Drexel University and has authored multiple publications in the retail finance space.

Principal/Co-President, A Retail and Consumer Products Financial Services Firm

Bachelor of Science (BS), Drexel University

Essex Fells,

New Jersey

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Review Fee $495/hr
Deposition Fee $595/hr
Court Fee $595/hr

This expert has multiple years of experience in litigation services, valuation, mergers and acquisitions, loan workouts and expert witness matters. He was the leader of his own consulting firm where he and his staff performed strategic financial analysis, provided valuation and re-financing advice to major corporations and provided business planning advice to start-up companies. While at the Office of Economic Analysis at the U.S. Securities and Exchange Commission, this expert performed investigative studies examining no load fees charged to retail mutual fund customers, conducted studies analyzing the trading patterns of market making firms for the SEC Division of Enforcement and analyzed the performance of Nasdaq - operated electronic trading systems vs. non-Nasdaq systems. He performed dozens of SFAS 141/142 valuations for several different clients as the Northeast regional director for a national valuation firm. This specializes in commercial damage calculations and business valuation for tax and litigation purposes. He is currently an Accounting Professor at a NJ University. He earned his MBA at Loyola University and PhD in Finance and Accounting at George Washington University.

Senior Consultant, A security and investigations consultancy in NY

Doctor of Philosophy (PhD), George Washington University

Rutherford,

New Jersey

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Review Fee $200/hr
Deposition Fee $200/hr
Court Fee $200/hr

This qualified expert of Moving and warehousing, Small business finance, Logistics, and Car Wash Operations obtained his BA in Chemical Engineering from the Malmoe Technical College, his MBA in Financial Planning and Marketing from the University of Lund, and his MBA in Organizational Behavior from the University of California, Riverside. He is the former owner of Bekins Moving & Storage with 15 Years of CEO experience, Char EM LLC where he has 5 years of experience of managing a successful Car Wash, Lube, Detail, and Tinting Center and is now a Consultant for a Private Consulting Firm.

Customer Service Consultant, Private Firm

Master of Business Administration (MBA), University of California-Riverside

Spring Lake,

New Jersey

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Review Fee $400/hr
Deposition Fee $500/hr

This financial expert earned his BA from Brown University, and his Master of International Affairs in Finance from Columbia University. He has held top leadership positions at numerous financial institutions including Standard & Poor's and Lehman Brothers He is the former Senior VP and Co-Head of Investment Banking Credit, Ratings Advisory, & Execution at Lehman Brothers. Through 2013, this expert was the Director/Senior Vice President - Ratings Advisory & Credit Review for Barclays/Lehman Brothers. He is currently an independent financial consultant.

Independent Consultant, null

Master of International Affairs (MIA), Columbia University

South Orange,

New Jersey

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FAQs for Finance Expert Witnesses

What is the role of a finance expert witness in legal proceedings?

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

In what types of cases can a finance expert witness be beneficial?

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

Are there subspecialties within the field of finance that an expert witness might focus on?

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

How can a finance expert witness assist in a securities fraud case?

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

Why is it important to hire a finance expert witness with experience in forensic accounting for embezzlement cases?

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

How does Expert Institute select its Finance expert witnesses?

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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