Financial Matters Experts Serving Nevada
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Experts in financial analysis, financial planning and/or forensic accounting, including business litigation matters, securities, marketing, accounting, statistics and management. Financial planning experts evaluate the quality of advice, can help assess the appropriateness of financial plans, examine fraud cases and evaluate the compliance and professional conduct of plan managers (including asset allocation, risk management, annuities, investment instruments such as stocks and bonds, pension funds and annuities; common terms include retirement, valuation, insurance, supervision, asset allocation, suitability risk, trusts, settlements). Financial Matters experts serve as expert witnesses and forensic consultants in Nevada legal matters, and provide expert reports and testimony for judges, attorneys, lawyers, law firms, insurance companies and government agencies in Federal and state court trials and arbitrations in Nevada.
The listings below are of Financial Matters experts serving Nevada.

Expert Listings

Financial Planning Solutions, Inc.Shelley Lee Boyce, CFP, AIF
Financial Planning Solutions, Inc.
Carlsbad, CA
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Expert Witness and litigation support for life insurance, annuity contracts, financial planning, damages claims, and trust accounting. With over twenty years of experience in the insurance industry managing individual and small business assets, Shelley applies her extensive knowledge towards litigation support to evaluate possible insurance malfeasance and/or product suitability through insurance and securities portfolio analysis.

Ronald Barone

Dix Hills, NY
Ron Barone is a financial executive, having formerly worked at Standard & Poor’s Ratings Services for 22 years. Specializing in corporate credit analysis and research, Ron developed many of the corporate criteria currently in use at S&P and has published numerous thought leadership commentaries, including topics such as S&P’s Annual Corporate Outlook, Global Refunding, and M&A Outlook.

Norman Katz (Managing Partner)MCS Associates
Norman Katz (Managing Partner)
Irvine, CA
Nat’l banking, financial services, insurance & real estate consulting/expert witness group. Expertise in: Lending/credit, bank operations; Trusts, investments/securities; Finance, investment banking; Valuations, forensic accounting, damages analysis

Charles Stanley, JrCharles Stanley CFP, ChFC, AIF
Charles Stanley, Jr
Escondido, CA
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Uniform Prudent Investor Act Expert Witness. Charles L Stanley has over 25 years experience as an Investment Advisor. He has been a student of the Uniform Prudent Investor Act since it was enacted in California in 1996. He has been offering expert testimony in UPIA matters since 1998.

Joel Balbien, CFA Ph.D.Joel Balbien, CFA Ph.D.
Joel Balbien, CFA Ph.D.
Thousand Oaks, CA
I have over 30 years of multi-industry experience managing financial affairs in companies ranging in size from startups to the Fortune 500 including all aspects of asset valuation, financial forecasting, and reporting. My financial management and accounting experience is leveraged by my Ph.D. in Microeconomics which can boost credibility in court and enable support of more complex litigation..

Matthew HoffmanRoundTable Financial Group, LLC
Matthew Hoffman
New Canaan, CT
Expert witness experience, specialize in hedge funds, private equity, alternative investments, venture capital, real estate, mgd accts, financial services; fund mgrs, alternative investors & wealth mgrs. $8bn investment management, portfolio construction US, Europe, Asia. Derivatives trading. Credit Suisse, UBS, Merrill Lynch & JPMorgan Chase.

J.F.  ``Chip`` Morrow - PrincipalB&F Experts, Inc.
J.F. ``Chip`` Morrow - Principal
San Antonio, TX
350+ nationwide cases involving financial institutions, lending, mortgage, underwriting, servicing, fraud, lender liability, D/O, checks, operations and others. Prepared court presentations & testimonies, reports, declarations, findings, affidavits & other for Federal, bankruptcy and state courts. ~50% defendants ~50% plaintiffs 40% cases for fin. institutions, 40% against and 20% other.

Mark Passacantando, RFC, MBAMark Passacantando Consulting
Mark Passacantando, RFC, MBA
Boston, MA
Results-centered expert who succeeds in a collaborative approach with attorneys and uses his academic background to educate judges, juries or panels. Mark has proven to be highly effective in hundreds of cases since 2001.

Nelson  A. Locke, Esq.Expert Witness Services
Nelson A. Locke, Esq.
Plano, TX
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Mortgage Industry Compliance Attorney and Consultant. Expert Witness certified in several state courts. Admin Law Specialist. Medical Marijuana Dispensary Attorney. Juris Doctor. Admitted to the Florida, Texas, Colorado, Oklahoma, and California Federal Bars. Admitted to the California State Bar. Of Counsel in several states.

Brian  Sullivan, CPA/ABV, CVA, CBA, CFE, CMAPSullivan Company Cpa Inc.
Brian Sullivan, CPA/ABV, CVA, CBA, CFE, CMAP
San Mateo, CA
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Financial disputes including financial disputes, breach of contract, embezzlement, fraud, personal injury and shareholder disputes.

John  ValentineValentine Law LLC
John Valentine
Groton, MA
Expert in Financial Services, Asset Servicing and Administration, including: Expertise includes: Domestic and Global Trust and Custody; Pension Funds; Group Trusts; Limited Partnerships; US and foreign mutual fund custody and administration, including Rule 17f-5; Asset Administration; Fund Accounting; Securities Settlements; Derivative Investments; and all aspects of Asset Servicing (the mechanics of investing).

Frank TirelliFinaxstrure Associates, LLC
Frank Tirelli
Rancho Santa Fe, CA
Frank Tirelli (CPA) had a 30 year career with Deloitte, both in the US and Italy. Frank was a Senior Partner serving some of Deloitte’s most high profile clients, both publicly traded and private companies. Such services included significant experience in stock option planning and valuation, business valuations, merger and acquisition planning, post merger integration planning, International tax planning, professional service firm management, personal service firm mergers and post merger integration, revenue enhancement strategies for professional services firms, and human resource strategies for professional services firms.. Office locations in Los Angeles, San Diego and Orange County.

Ph.D., MBA, CFA, FRM, CAIA, ERPDr. Rahul Surana; Director, Navigant Consulting, Inc.
Ph.D., MBA, CFA, FRM, CAIA, ERP
Oakland, CA
Dr. Surana is an expert in securities investments, risk return analysis, and valuation. He has provided expert report and has testified in US and international courts. He has experience with various investments, including, stocks, bonds, derivatives, commodities, and structured products. His certifications include CFA, CAIA, FRM, and ERP.

Thomas MoroneWarnick + Company
Thomas Morone
Los Angeles, CA
I am a hotel and resort expert with 40 years experience in real estate and brokerage, management contracts, franchising, operations, asset management and business valuation. I have considerable experience as a consulting and testifying expert.

Theodore SturtzTheodore Sturtz
Theodore Sturtz
Plainfield, NJ
Ted Sturtz is a financial professional with more than two decades of both U.S. and global investment banking and capital markets experience across industries. Earlier, he was an analyst at Standard and Poor’s and has also consulted with Bloomberg, explaining complex financial developments to groups of Bloomberg journalists. He currently serves as a FINRA arbitrator.

Brandi Ruffalo, MBA, CVA, CBA, AIFAValuation and Forensic Partners, LLC
Brandi Ruffalo, MBA, CVA, CBA, AIFA
Schaumburg, IL
Brandi is founder and president of The Business Development Company and founder of Valuation and Forensic Partners, LLC. Brandi has extensive experience in valuation and financial consulting and provides support and expert witness testimony in litigation matters including shareholder disputes, damages, and lost profit calculations. Brandi’s work ranges from standardized business valuation to complex financial modeling and analysis involving Monte Carlo simulations and options models. Brandi’s ability to take complex topics and make them understandable allow her to reduce confusion and enable decisions.

Dr. G. Michael PhillipsPhillips Fractor & Company
Dr. G. Michael Phillips
Pasadena, CA
Phillips, Fractor, and Company, your expert solution for economic, financial, statistical, managerial, valuation, accounting, and complex analyses. Our team is comprised of experts and consultants who blend active academic careers with real-world experience in a variety of fields.

William M. JacobsW.M. Jacobs Consulting
William M. Jacobs
Woodland Hills, CA
I have been acting primarily as an Expert Witness in Litigation Support related to Mortgage Banking, Real Estate, and related activities since leaving Quality Home Loans in 2006.

David TilkinTilkin Group
David Tilkin
Hingham, MA
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Video Available

The TilkinGroup provides arbitration consulting expert witness litigation support, case strategy, case forensics and hearing testimony to private practice attorneys litigating securities-related claims as well as in-house and private counsel protecting their clients against litigation. We have over thirty years of securities-industry experience

Jack W. Harris, CPAJack W. Harris Inc.
Jack W. Harris, CPA
Denver, CO
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We provide forensic accounting services in construction, real estate, energy, mining, insurance, surety and related areas. We have completed numerous domestic and international engagements. Our work is planned and executed with the objective of providing opinions as to the reasonableness and reliability of the costs and damages within the standard of a reasonable degree of accounting certainty.