Financial Services Expert Witnesses

financial services expert testimony

What is a financial services expert witness?

Financial Services is a broad term covering money and wealth management, banks, credit card companies, insurance companies, accounting firms, stock brokers and investment banking. A financial services expert witness typically has a background and expertise in accounting, economicsbankingsecurities, and/or as a financial advisor. A financial services expert witness needs to possess the ability to provide expert testimony in a manner such that a judge and jury can understand the evidence. In a high-profile case, or litigation involving a significant financial stake, the lead attorney may request a financial services professional with prior expert witness testimony experience.

What types of cases require a financial services expert witness?

Cahn Litigation Services has completed numerous searches for litigation matters requiring a financial expert witness. Whether the case involves forensic accountinghedge fund mismanagement, financial reporting, an investment banking dispute, Certified Public Accountant (CPA) duties, economic damagesfiduciary dutyfraud investigations, FINRA arbitration, business valuation, and asset allocation.

What litigation support work might a financial services expert witness be expected to perform?

Litigation support services by a financial services professional could include financial statements review, deposition testimony, economic damages calculations, research and authoring expert reports, providing expert opinions, arbitrations, and/or courtroom testimony. In addition, law firm clients may seek a finance expert or forensic accountant for pre-litigation consulting work.

Cahn Litigation Services has the experience required to turn a search for a financial services expert witness around quickly, providing the right balance of expertise and testimony experience.

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Financial Services Expert Witness - Representative Bios

Please Note: All Cahn Litigation expert witness searches are customized to attorneys' precise specifications and preferences. Attorneys are encouraged to discuss search parameters with a Cahn search specialist.

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The below expert witness bios represent a small fraction of those Financial Services experts known by Cahn Litigation Services. These bios are provided to give lawyers a sense of the Financial Services landscape.