Corporate Finance Expert Witness 433691

Expertise Description

With over two decades of experience in corporate finance, I have a particular focus in investigative accounting and economic forecasting, economic damages, patent suit, rules / doctrines for calculating damages, financial strategy & brand management, valuation of securities and assets, merger-related litigation, patent infringement, fraud, and lost compensation. I have spent more than 15 years offering consultations, deposition, and courtroom testimony as a corporate finance expert witness.

Areas of Expertise


Degree Subject Institution
M.S. Finance University of Strathclyde – Glasgow Scotland
M.I.M. Schiller University – Heidelberg Germany
B.A. History University of Dallas

Licenses Certifications

Chartered Financial Analyst, Charterholder
Certified Licensing Professional

Awards & Affiliation

Member, CFA Institute and CFA Society of Dallas Ft. Worth
Member, Licensing Executives Society, Past chair of D/FW Chapter
Member, Institute for Study of Business Markets (ISBM)
Member, Association for Corporate Growth
Advisory Committee Member, Patent Rules Task Force, N. District of TX

Primary Affiliation

CFA Institute and CFA Society of Dallas Ft. Worth