FINRA Expert Witnesses in 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 with over 17 years of experience in broker dealer field leadership positions.

This qualified expert has over 35 years of experience in real estate. He earned his BA in film and broadcasting from Stanford University. He began his career in real estate with Coldwell Banker Commercial as a real estate portfolio manner. He has been licensed as a real estate broker in California for 36 years, and is a certified property manager and commercial investment member. He is also a LEED-accredited professional. This expert has extensive experience in property management, as he has been the director of property management for La Caze Development Company and the owner of Weiner Property Management. This expert is a distinguished professional in the field, having received Certified Property Manager of the Year from the Institute of Real Estate Management in California. Currently, he works as the executive vice president for a tenant representation brokerage firm in California.

This highly qualified expert has years of experience in financial forensics and fraud examination. He received his BA in political science from the University of California Riverside and his MBA from the Graziadio School of Business and Management at Pepperdine University. He is certified as a valuation analyst and a fraud examiner. This expert has held several leadership positions in his field, including serving as a director for a top-25 national accounting and consulting firm and a principal in the litigation consulting and forensic accounting services practice group for one of the largest accounting and consulting firms in the United States. He has served as an adjunct professor in economics, authored several published articles, and presented at the Association of Certified Fraud Examiner's Global Fraud Conference. Currently, this expert is a partner at a litigation consulting and financial forensics firm in California.

This qualified expert has over 40 years of experience in the field of property management. He earned his BA in history from Stanford University. He holds numerous certifications, which include OSHA construction site safety, property management, commercial investment, and forensic litigation consulting. He is a member of several real estate associations, including the Institute of Real Estate Management and the National Association of Residential Property Managers. This expert began his career in property management as a licensee, investor, and property manager before becoming a real estate broker in the state of California. He also served as a partner for First Affiliated Finance Corporation, as well as the founder and general manager for CRE Property Management. Currently, he serves as a senior associate at an expert witness and consulting firm in California.

This highly qualified expert has over 15 years of experience in the field of bioengineering. He earned his BS in electrical engineering, two MS degrees - one in mechanical engineering and the other in electrical engineering - and his PhD in bioengineering from Georgia Institute of Technology. He is certified in deep learning with MATLAB and as a Level 1 chartered market technician and DTR international securities exchange trader. He is active in his field as a member of the IEEE Signal Processing Society, the IEEE Communications Society, and the Biomedical Engineering Society. He is also highly involved in research, having received multiple grants for his research and authored numerous publications. This expert currently holds 21 patents. He has held a number of distinguished positions throughout his career serving as the chief technology officer for 4-D Imaging, the chief risk officer of Carlyle Blue Wave Partners, and the chief science officer of Heart in Your Hand LLC and Endovantage LLC. Currently, this expert serves as an associate professor of engineering at a well-known university in Arizona, an associate professor of radiology at a medical university in Arizona, and the lead of camera software for a leading technology company.

This highly-qualified expert has nearly 40 years of experience in electrical engineering. He earned his BSEE with a focus in power and control systems from Healds Engineering College. He is a licensed professional electrical engineer in California and Hawaii, a licensed contractor in electrical, plumbing, and HVAC, and a certified forensic litigation consultant. He is active in his field as a member of the Institute for Electrical Electronic Engineers. This expert has formerly served as an electrical engineer for Reliance Enterprises and Control Systems West, an investment broker for Edward Jones Investments, and an engineering and design manager for MCC Control Systems. Throughout his career, he has also been the owner of multiple electrical contracting companies, including Energy Experts and California Energy Experts. Currently, this expert serves as an electrical designer and forensic engineer for an independent electrical design company in California.

This highly-qualified expert has extensive experience in energy, climate, and environmental insurance. He earned his MBA from the University of Southern California and his LLM from the University of Cambridge. This expert is licensed in Surplus Lines insurance and is a fellow of the Risk Management Society. He has formerly served as an insurance broker for Lloyd's and in several management positions at Sedgwick James and Minet. He also founded and served as the CEO for two successful insurance service firms, International Energy Insurance Brokers and St. Andrews Risk Services. Currently, this expert is the CEO and co-founder of an underwriting company based in California and London, England.

This highly-qualified expert has extensive experience in the real estate industry. His work has focused on commercial real estate acquisition and ownership, as well as capital aggregation and investment management. He completed his academic training at UCLA, earning his BA, an MA in economics, and his JD from the university. This expert is a licensed real estate broker in California and is active in his field as a member of the California Business Properties Association. He formerly founded and ran SHAREbid.com, an online marketplace for the sale of private company shares. Currently, this expert is the founder of a real estate investment crowdfunding platform and a real estate investment trusts (REITs) hedge fund management company based in California.

This expert has extensive experience in photography and videography. He earned his BA in psychology, sociology, and communications from San Diego State University. He is a certified instructor of forensic photography and a licensed real estate broker. He began his career with the San Diego Police Department, serving as a level III reserve officer and a crisis intervention counselor, as well as a photographer. This expert then started his own company, Jacobson & Associates, a property management, brokerage and syndication company. He owned and operated this business for 19 years before transitioning to full time work as a photographer for An Amazing World Photography. This expert currently serves as the president, lead photographer and videographer, and instructor of a forensic photography and videography company in 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 as a commercial loan officer at Bank of America, as the chief financial officer of Engineered Equipment Company, and as the senior vice president of Mellon Bank and Regents Bank. This expert is currently the president and CEO of a commercial real estate lending company in California.

This expert has over 25 years of experience in the securities industry as an accounting and compliance specialist. Industry experience with broker-dealers, registered investment advisers, hedge funds,regulation, compliance, accounting, and information technology. He has been FINRA registered since 1984 and is also a licensed Financial and Operations Principal. He currently serves as Principal for a financial compliance services firm.

This expert is a highly trained and experienced commercial real estate practitioner with a wealth of practical knowledge gained over more than 34 years of operating, leasing, maintaining and overseeing millions of square feet of all types of commercial properties. He is a certified property manager and teaches courses for both the IREM and BOMA which layout proper protocols for safety standards. Currently, this expert is the VP of Property Management for a real estate management firm.

This expert has over 30 years of experience in residential property management with a portfolio including multi-family apartments, condominium units, and single-family homes. After receiving his BA in business administration from National University this expert went on to become a certified property manager and certified community association manager. He is also a licensed real estate broker in California and Illinois. He previously worked as the co-owner and president of Coastside Property Management, Inc. He has been an active participant at the local and national level in the Institute of Real Estate Management (IREM) where he previously served as the San Diego chapter president. He regularly instructs several national courses and seminars for the IREM, including courses specializing in successful site management, real estate management ethics and introductions to managing residential properties and community associations. Throughout his career, this expert has provided training in property management to over 500 residential managers. He is currently the senior vice president of property and asset management for a multi-state, full-service property management company.

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 Financial Times. A highly sought-after speaker, he regularly presents to leading business, government, and nonprofit organizations. Currently, this expert is the principal of a real estate investment firm, principal of a litigation support/expert testimony firm, and a lecturer in real estate, finance and law at a top university business/law school.

This expert is a senior-level investment manager with extensive experience in long/short equity investing. He is an expert in hedge fund strategies, securities selection, portfolio management and other investment-related issues. He has provided consulting, investment research and expert witness services to investment funds and law firms since 2004. He earned his masters in business administration from Harvard Business School and is currently a Senior Investment Consultant at a private financial investment consultancy.

This well credentialed expert has more than three decades of experience in finance, economics, and statistics, with particular expertise in economic damages assessments, employment litigation, securities and business valuations. He earned his BS in Math and Economics from the University of Oregon, his MBA in Finance from University of California, Los Angeles, and his PhD in Financial Economics from University of California, Los Angeles. He also is a Chartered Financial Analyst from the CFA Institute. He is a past member of numerous national consulting practices, all of which focused on forensic economic matters. In addition, he was a lecturer in Finance at the University of California, Los Angeles and the University of California, San Diego, as well as an Assistant Professor at University of California, Irvine. The expert has authored numerous articles and reports in his field. He is currently a Partner at an Economic and Accounting Consulting Firm in California.

This expert has over 40 years of experience in the field of insurance. He earned his BA at the University of Iowa, and his MSA at Pepperdine University. He is certified as an Associate in Risk Management and as a Chartered Property Casualty Underwriter. He is active in his field as a member of several professional societies, including the American Association of Insurance Management, and has published and lectured extensively on subjects relating to risk management and insurance litigation. For the last 25 years, he has served as the President and CEO of an insurance consulting firm in California.

For over 25 years, this expert has specialized in environmental risk management and insurance, including cost-of-risk evaluations, insurance underwriting, policy development, claims support & expert testimony, and development and evaluation of solutions for funding and transferring environmental risks. He has deep expertise in environmental insurance underwriting, and works with clients to resolve environmental coverage disputes when they arise, including matters such as related claims, discovery triggers, notification issues, known conditions, disclosures, policy limit provisions, extended reporting, and more. This expert combines an understanding of environmental technical matters with insurance coverage and financial expertise for integrated analyses and opinions.