Financial Services Expert Witnesses

financial services expert testimony

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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, economics, banking, securities, 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.

Litigation support services by a financial services professional could include a financial statements review, deposition testimony, economic damages calculations, expert report, expert opinion, arbitration, 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 completed numerous searches for litigation matters requiring a financial expert witness. Whether the case involves forensic accounting, hedge fund mismanagement, financial reporting, an investment banking dispute, Certified Public Accountant (CPA) duties, economic damages, fiduciary duty, fraud investigations, FINRA arbitration, business valuation, or asset allocation, Cahn Litigation Services has the experience required to turn an expert witness search around quickly. The firm has earned the reputation of providing expert candidates with the right balance of expertise and testimony to support each unique case.

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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.