Investment Adviser Expert Witnesses 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 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 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 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 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 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 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 at Santa Barbara and then his PhD in applied economics from the University of Minnesota where he was both a MacArthur and Fulbright Fellow. He is the author of multiple papers and books, including “Inside the Global Economy: A Practical Guide”. He has worked in a variety of roles including as a consultant to both several countries, Alliance Equity Group LLC and Booz Allen Hamilton. He has also been the lead investor and CEO of Delta Welding and Fabrication. This expert currently runs a door and cabinet hardware design company he helped co-found and works with a private rare metals fabrication investor group in California, as well as serves as an instructor of global economics at a California university.