Securities & Investments Expert Witnesses

Securities & investments expert witnesses and consultants listed here may be able to form expert opinions, draft expert witness reports, provide expert witness testimony at deposition and/or trial as or serve as consulting (non-testifying) experts on securities & investments. The securities & investments expert witness listings on this page are typically from fields/areas of expertise such as: Accounting, Banking, Business Damages, and Financial.

Kerry Campbell, CFA, CFP, AIFA
  • Fiduciary Duty
  • Portfolio Management
  • Trust & Estates
Gordon Yale, CPA, CFF, CFE
  • Securities Fraud/Ponzi Schemes
  • Prior Investment Banker
  • Experienced Expert
Charles W. Ranson
  • Securities & Investments
  • Trusts & Estates
  • Wealth Management
Alan Besnoff, CFP, ChFC, CLU
  • Securities & Insurance
  • Suitability, Supervision, &
  • Employment Issues
Thomas Taliaferro, CIMA, AIF
  • Financial Advisor Expert
  • 30+ Years’ Experience
  • Series 3,7,8,63 & 65

Advisors / Experts @MCS Associates National Expert Witness/Consulting Group

Tustin, California
Banking, Financial - Banking operations, Checking Accounts, Bank Fraud, Trusts & fiduciary, Credit underwriting, Lending (all types), Loan administration, Mortgage banking, Foreclosures, Lender liability, Securities & investments, Economics & Accounting, Damages, failed banks analysis / D&O liability.
MCS ASSOCIATES (established 1973) is a nationwide specialist expert witness and litigation consulting group that concentrates in seven key areas:  Banking and Lending  Securities & Investments  Investment Banking & Finance  Financial Services  Insurance  Real Estate  Damages, Economic Analysis & Forensic Accounting Our company takes greater pride and care in identifying and selecting the right experts with the specific specialized expertise needed for each assignment, and we undertake expert witness assignments throughout the United States. Our clients include several thousand leading national and regional law firms, as well as many smaller and specialized boutique practices, and we also work extensively with numerous regulatory and government agencies. BANKING & LENDING: Experts include a wide range of senior bankers, lenders, consultants, accountants, trust & investment managers, regulators, etc. BANKING & LENDING AREAS OF EXPERTISE INCLUDE: Banking operations; Ch...
Advisors / Experts @MCS Associates - Full Listing and Contact Info

Barbara C. Luna, PhD, CPA, CFE, ASA, CVA, ABV, CFF, MAFF, CGREA, CREA, CMC White, Zuckerman, Warsavsky, Luna, & Hunt, LLP

Sherman Oaks, California
Business Damages, Accounting - Forensic Accounting, Damages, Lost Profits, Lost Earnings, Lost Value of Businesses and Real Estate, Fraud. Extensive Expert Testimony in breach of contract, business interruption, dissolutions, intellectual property, construction, fraud, securities, personal injury, wrongful termination matters.
Barbara Luna is a Senior Partner in the accounting and litigation services firm of White, Zuckerman, Warsavsky, Luna & Hunt. She has served as a forensic accounting, damages and valuation expert witness for over forty years in business and personal injury litigation and bankruptcy matters. She analyzes financial, accounting, economic, business, real estate and valuation issues relating to liability and damages in litigation matters and reorganization of businesses. She has testified on numerous occasions in U.S. District Court, Superior Court, Bankruptcy Court, arbitrations and depositions.
Barbara C. Luna, PhD, CPA, CFE, ASA, CVA, ABV, CFF, MAFF, CGREA, CREA, CMC - Full Listing and Contact Info