Financial Expert Witnesses in Texas

The SEAK Expert Witness Directory contains a comprehensive list of financial expert witnesses who testify, consult and provide litigation support on financial and related issues. Financial expert witnesses and consultants on this page may form expert opinions, draft expert witness reports, and provide expert witness testimony at deposition and trial. The issues and subjects these financial expert witnesses testify regarding may include: Family Offices, Capital Markets, Corporate & Investment Banking, Corporate Finance, Corporate Governance, Mergers & Acquisitions, Negotiations, Private Equity, Strategic Planning, Accounting, Accounting & Financial Reporting, Asset Allocation, Automobile Valuation, Banks & Financial Services, and Breaches Of Fiduciary Duty.

Use the search box above to further refine your search for financial expert witnesses by keyword and state. Attorneys contact the experts directly – with no middleman.

Brian Jones

Expert Banking Witness

Dallas, Texas
Financial - Banks & Financial Services, Corporate Governance, Mergers & Acquisitions, Corporate Finance, Strategic Planning, Negotiations, Family Offices, Private Equity, Capital Markets, Corporate & Investment Banking, Accounting & Financial Reporting, Charitable Foundations, Hedge Fund, Investment Research
Brian Jones has over 30 years’ experience in the financial services industry as a senior leader, advisor and investor. He co-founded and leads BankCap Partners, an investment and advisory firm that focuses on financial services and fintech companies. BankCap has successfully raised and exited two private equity funds comprising investments in eight banks, achieving a combined return on invested capital exceeding 2.5 times. Mr. Jones has served on numerous corporate boards, including as a director of South Korea’s Hyundai Motor Group and three US banks. His public company board involvement includes audit, compensation, nominating/governance, credit and risk committees (sometimes as chairman). Mr. Jones is a CPA, a CGMA and considered a “financial expert”. From 2016-2021, Mr. Jones was also Co-President of a multibillion-dollar family office in New York City where he was responsible for overseeing the investment research team of 50+ professionals. Before BankCap, Mr. Jones was Exec...

Shawn K Lane

Shawn K Lane & Associates LLC

McKinney, Texas
Financial - Credit, Credit Damage, Credit Reporting, Credit Scoring, Credit Reporting Errors, FCRA, FDCPA, Credit Report, Credit Report Evaluation, Fair Credit Reporting Act, Fair Debt Collection Practices Act, FICO Credit Scoring, Dispute Resolution Proceses, Identity Theft, e-OSCAR, Credit Repair
Shawn K. Lane, is a Credit Expert Witness. He is an author of "The Consumer's Guide to Credit Restoration" and Co-Founder/Chief Executive Officer of Financial Renovation Solutions, Inc. (FRScredit.com), has been educating consumers about credit since 1992 and has done so on a full time basis since 2013. Shawn spends time daily teaching consumers how to understand credit reporting and credit scoring systems, including the best ways to maximize their credit scores and avoid credit score setbacks. He has extensive experience detecting credit reporting errors. He also has specialized knowledge regarding just how serious credit reporting errors can be and the significant consequences and damages which such errors may potentially have upon a consumer's life. Furthermore he is experienced in educating consumers regarding their rights under the FCRA and FDCPA. Shawn is both an educator and an expert with specialized knowledge on a variety of credit related topics. These topics include, but...

Gary Matesic, MST, AEP®, TEP

49-year trust, estate, and fiduciary duty expert.

Trust Management Group, LLP

Dallas, Texas
Financial, Banking - Fiduciary Expert, Trust Administration, Estate Administration, Breaches of Fiduciary Duty, Asset Allocation, Trustee Duties, Trust and Estate Fees, Family Offices, Private Foundations, Automobile Valuation, Special Needs Trusts, Court-Created Trusts, Car Appraisals
A Texas resident for over 40 years, Gary Matesic began his 49-year career with what is now PNC Bank in the Trust Division as a fiduciary tax specialist. Today, as a well-known trust, estate, and wealth management professional, Mr. Matesic’s expertise includes personal and charitable trust administration, private foundations, estate planning, fiduciary taxation, operations consulting, compliance, special needs and court-created trust planning and administration, investment manager selection and oversight, decedent’s estate administration, risk management, sales & marketing, family office management, and fiduciary ethics. Mr. Matesic has also been involved with a number of businesses and transactions, including formation of sole proprietorships, LLCs, S-corporations, and partnerships, along with operation, valuation, and liquidation of sole proprietorships, S-, and C-corporations. He owned a Texas-licensed independent motor vehicle dealership for 10 years, has appraised classic cars ...

Michael Rodriguez, CPA, MBA, NACD.DC

Expert Accounting, Finance & Governance Witness

Waco, Texas
Financial, Management - Accounting, Financial reporting, Corporate governance, Capital markets, Capital structure, Leadership, Mergers & acquisitions, Corporate finance, Strategic planning, Negotiations, Private equity, Management, Venture capital, Corporate & investment banking, Ethics, Family offices, ESOP
Michael Rodriguez is a seasoned executive and board member with a distinguished 35-year career in financial and operational leadership. He has a proven track record of successfully guiding early-stage businesses across various industries and brings extensive experience as a board director. With over two decades of experience in Chief Financial Officer roles, including ten years as CFO of three public companies, Mr. Rodriguez offers a wealth of expertise. In his C-level positions, he has raised over $400 million in private equity, venture capital, and public equity. Additionally, he has secured more than $80 million in bank debt and managed numerous buy-side and sell-side mergers and acquisitions, with a combined value exceeding $750 million. His strategic acumen is evident in his ability to lead companies through high-growth phases, turnarounds, and distressed situations. As a “Big-4” Certified Public Accountant, he is recognized as a financial expert under SEC, NYSE, and NASDAQ ru...
You can also find Financial Expert Witnesses in:
Alabama, Arizona, California, Colorado, Connecticut, Florida, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Nevada, New Jersey, New York, Texas, and Virginia