Financial Expert Witness Services
Expert testimony for complex financial disputes in corporate finance, derivatives, valuation, and securities — serving attorneys nationwide.
- Economic Damages
- Securities & Derivatives
- Business Valuation
- Financial Risk Management
Schedule Your Expert Consultation
Get professional litigation support for your financial expert witness needs
Consultation Call
30-minute Zoom consultation
Expert Work
Analysis, reports, testimony
Travel Time
Travel time + expenses
Travel & On-Site Services
Available for depositions, court testimony, and on-site consultations nationwide.
- Travel Time: Billed at $199.99/hour (portal to portal)*
- Expenses: Airfare, hotel, ground transportation reimbursed
- Minimum: 4-hour minimum for on-site work
- Overnight: $399.99/day for multi-day engagements
- Retainer: Travel arrangements require advance retainer
*Portal to Portal: Travel time billed from departure from home/office until return, including airport time, flights, ground transportation, and any travel delays.
Multi-Day Engagements: For overnight stays, daily rate applies for travel days. Work days billed at standard $399.99/hour rate. Travel time only billed on departure and return days.
Expert Qualifications & Experience
Proven expertise with 8+ years of financial industry experience and extensive teaching credentials
Professional Experience
8+ Years Financial Industry Experience
Extensive background in corporate finance, investment analysis, and financial risk management across multiple sectors.
Hundreds of Thousands of Professionals Taught
Proven educator with extensive experience teaching complex financial concepts to diverse professional audiences through my 60,000+ subscriber YouTube channel where legal and finance professionals learn advanced financial analysis.
CFA Prep Provider Lecturer
Lecturer for one of the top 3 largest CFA exam preparation providers, demonstrating mastery of advanced financial concepts.
Education & Certifications
Master of Computer and Information Technology
University of Pennsylvania
Master of Science in Finance
Texas A&M University
CFA (Chartered Financial Analyst)
CFA Institute
FRM (Financial Risk Manager)
Global Association of Risk Professionals
Expert Witness Specializations
Comprehensive financial expertise for complex litigation matters
Business Valuation & Economic Damages
Expert witness testimony for business valuation disputes and economic damage calculations in complex litigation matters.
Specializing in valuation expert witness services for merger disputes, shareholder litigation, and economic damages analysis. Providing comprehensive business valuation litigation support with rigorous DCF modeling, market-based valuations, and lost profits calculations.
Key Services Include:
- DCF Analysis & Discount Rate Determination - Comprehensive discounted cash flow modeling with defensible discount rate selection
- Lost Profits Calculations - Economic damages quantification for breach of contract and business interruption cases
- Business Enterprise Valuations - Fair market value determinations for litigation, divorce, and shareholder disputes
- Valuation Method Disputes - Analysis of competing valuation approaches and methodological critiques
- Economic Impact Analysis - Quantification of financial losses from alleged misconduct or damages
Securities & Investment Analysis
Securities expert witness services for investment disputes, portfolio management litigation, and fiduciary duty cases.
Providing expert testimony on investment strategy evaluation, portfolio performance attribution, and securities analysis for litigation involving investment advisors, broker-dealers, and institutional portfolio management disputes.
Key Services Include:
- Portfolio Performance Attribution - Detailed analysis of investment returns, risk-adjusted performance, and benchmark comparisons
- Investment Strategy Evaluation - Assessment of investment processes, asset allocation decisions, and portfolio construction utilizing advanced portfolio optimization tools for comprehensive analysis
- Fiduciary Duty Assessments - Analysis of investment advisor conduct and compliance with fiduciary standards
- Securities Fraud Analysis - Investigation of trading patterns, market manipulation, and securities violations
- Investment Suitability Reviews - Evaluation of investment recommendations and client risk profile matching
Financial Modeling & Forecasting Disputes
Expert witness testimony for disputes involving financial models, projections, and forecasting methodologies in complex litigation.
Specialized analysis of financial modeling disputes, including capital structure optimization, sensitivity analysis, scenario modeling, and emerging industry valuations for litigation involving complex financial projections and forecasting disagreements. Additional freelance financial services available for comprehensive case support.
Key Services Include:
- Capital Structure Optimization - Analysis of debt-equity decisions, cost of capital calculations, and optimal financing structures
- Sensitivity & Scenario Analysis - Multi-variable sensitivity testing and scenario modeling for financial projections
- Emerging Industry Valuations - Specialized modeling techniques for new technologies, biotech, and innovative business models
- Financial Model Audits - Comprehensive review of modeling assumptions, methodologies, and computational accuracy
- Forecasting Methodology Reviews - Analysis of projection techniques, assumption reasonableness, and forecasting accuracy
Options & Derivatives Analysis
Options expert witness services for litigation involving derivatives disputes, trading strategies, and risk management cases.
Specialized expertise in options analysis and derivatives litigation support, including options valuation, trading strategy evaluation, and risk management expert witness testimony for disputes involving options contracts, derivatives trading, and investment strategy disagreements. Expertise demonstrated through custom options calculators and advanced derivatives modeling tools used by thousands of professionals.
Key Services Include:
- Options Valuation & Pricing - Analysis of call and put options, option strategies, and fair value determinations
- Options Trading Strategy Analysis - Evaluation of covered calls, protective puts, spreads, and complex option strategies
- Employee Stock Options Disputes - Valuation and analysis of employee stock option plans and compensation disputes
- Derivatives Risk Assessment - Analysis of options portfolios, risk exposure, and hedging effectiveness
- Investment Advisor Options Disputes - Review of options recommendations, suitability, and advisor conduct
Qualified Expert Witness
Combining advanced academic credentials, professional certifications, extensive teaching experience, and 8+ years of industry expertise to provide authoritative expert witness services for complex financial litigation.
