Register of Experts

FINANCE

Showing 5 Provider(s) found in FINANCE
Featured Lister

Norman Katz

Managing Partner

Advisors/Experts @ MCS Associates

17731 Irvine Blvd., Suite 200, Tustin, CA, 92780
Phone: (949) 263-8700 Fax: www.mcsas-sociates.com Email: experts@mcsassociates.com

Specialties

Nationally recognized banking/financial services consulting group (established 1973). Experienced litigation consultants/experts: bankers, consultants, economists, accountants, appraisers. Specialties: Banking operations; Lending policies and practices (all types); Real estate transactions/appraisal; Trust, Securities, Investments; Economic analysis; Valuations / damages assessment; forensic accounting, Actuarial analysis.

Degrees/Licenses

MBAs, PhDs, CPAs, ASA/MAIs.

Featured Lister

Frank A. Wisehart

Partner

Baker Tilly

505 Montgomery Street, Suite 600, San Francisco, CA, 94111
Phone: (415) 593-1323 Alternate: (415) 956-8323 Fax: www.baker-tilly.com Email: frank.wisehart@bakertilly.com

Specialties

Baker Tilly's Global Forensics team is a leading FORENSIC ACCOUNTING, BUSINESS VALUATION and CONSULTING practice that specializes in the legal, corporate and insurance markets globally.
Its accountants and consultants have performed comprehensive financial investigations and valuations for over 40 years.
Bringing experience and expertise in a broad range of sectors to clients on every engagement, Baker Tilly's investigative accounting, business valuation and financial consulting services deliver clarity in the most complex situations. Their partners have a long history of serving as financial expert witnesses. They have testified as expert witnesses on the measurement of economic damages, business valuation issues and fraud examinations in dispute proceedings and litigation in State and Federal courts across the U.S.

Degrees/Licenses

CPA's, ABV's, CFF's, CFE's, MAFF's

Formal Education

MBA, Cornell University; BS, Business Administration, Miami University

Prof. Affil.

Baker Tilly International

Prior Expert

Frank Wisehart is a court approved expert witness with over 25 years of experience in: forensic accounting; business valuation; IP valuation; family law; transaction due diligence; damages; bankruptcy/reorganization. He is a trusted advisor on the financial implications of strategic transactions and business disputes.

Featured Lister

Eric L. Risberg

Founder and President

Advanced Appraisal International, Inc.

268 Bush Street, #2100, San Francisco, CA, 94104-3503
Phone: (415) 531-1414 Fax: www.advan-ced-appraisal.com Email: eric.risberg@advanced-appraisal.com

Specialties

Eric provides real estate appraisals of: shopping centers and all types of retail; apartments; condominium complexes; suburban or downtown office buildings; mixed-use facilities; industrial properties; hotels; waterfront properties; right-of-ways; easements; ground leases; subdivisions; resort properties; golf courses; airports; wineries and vineyards; and all types of land. He has completed many assignments needed for: landlord-tenant disputes, changes in market conditions, construction defects, fraud, and fair market rent determinations, for use in mediation, arbitration, appraisement and litigation.

Degrees/Licenses

MAI, ASA, SRA.

Formal Education

BS, Business Administration 1992 (Real Estate and Urban Land Economics), University of Wisconsin, Madison; BS, Business Administration 1992 (Risk Management & Insurance), University of Wisconsin, Madison. He has successfully completed over 70 real estate appraisal and brokerage courses since 1993.

Reg/Lic

Certified General Real Estate Appraiser, State of California #025802, Licensed California Real Estate Broker #01231982, Certified General Real Estate Appraiser (Hawaii) #624.

Previous/Current Position

President and Founder of Advanced Appraisal International, Inc. Eric was formerly the lead real estate appraiser for American Appraisal, the world’s largest independent valuation firm, in their San Francisco office. He has over 25 years of commercial and residential real estate appraisal and consulting experience. Expert witness on over 100 cases.

Honors/Awards

Litigation Professional Development certificate from the Appraisal Institute. California Association of Realtors. National Association of Realtors. Approved Instructor with the Appraisal Institute.

Prof. Affil.

American Society of Appraisers, Accredited Senior Appraiser (ASA), Appraisal Institute, Designated Member (MAI), Senior Residential Appraiser (SRA), Appraisal Institute.

Prior Expert

Eric has provided expert witness testimony in the following California State Superior Courts: Alameda, Contra Costa, Orange County, Marin, San Francisco, San Mateo, Solano, and Yuba. He has been hired as an expert on over 100 cases. Large cases in recent years include: Millennium Tower, PGE Forest Fires, BART.

John S. Preston

Attorney

Law Offices of John S. Preston

1060 Clarendon Cr., Oakland, CA, 94610
Phone: (510) 289-0766 Email: johnprestonmediation@gmail.com www.johnprestonmediation.com

Specialties

(A) Specializing w Mediation + Arbitration regarding CAR purchase and sale agreements; Real Estate - all aspects of Real Estate law/practice incl: Buyer & Seller Disputes; Easement, Options, Inspections, Partitions, Construction, Broker Disclosure, Standards of care, Limited Partnerships: Purchase and Sale Contracts, Mortgage and Lending Practices;
(B) Attorney Fee Disputes, Trial testimony regarding reasonable fees has included Lodestar method, Laffey Matrix, Vague & Duplicate billing entries, Block Billing, ambiguous hourly rates. (C) Law Firm Dissolution, Mediation/dispute resolution.

Degrees/Licenses

BA, JD, Real Estate Broker (1994), Certified Mediator (UC Berkeley) 87237.

Formal Education

BA, Economics, Syracuse University, 1969; JD, Law, University of Wisconsin, 1972. Wisconsin Law Review.

Reg/Lic

Licensed Real Estate Broker, State Bar (CA)

Previous/Current Position

General Counsel and Chief Financial Officer for Fayette Manufacturing Corp. Duties included loan agreements, investment prospectuses, limited partnerships and every aspect of corporate troubleshooting, as well as commercial leases, easements, licenses and managing law firms (including reasonable billing practices and fees). Panelist Mediator, Bay Area Counties, regarding attorney fee disputes. Conducted in excess of 200 mediations and arbitrations.

Honors/Awards

University of Wisconsin Law Review, 1972. Current member, SF INNS of Court.

Prof. Affil.

CA State Bar Association; AAA, PSA and NYSE arbitration and East Bay county mediation panels.

Prior Expert

(A) RE Expert testimony in over a dozen trials: 20+ yrs testimony. Acted as: Principal, RE Broker, General/Limited Partner, Litigator, Appellate Lawyer, Arbitrator & Mediator. Credentialed Testimony Includes: CAR contracts; "Attorney Fee Clauses" and determination and award of reasonable legal fees, "Agency Relationships" (& other normally inadmissible contractual matters). Credential Expert Testimony includes determination of reasonable and necessary attorney fees during retention using a variety of factors. (B) Arbitrated/Mediated 250+ cases (many with Atty Fees Provisions & Awards).

Barbara Luna

Partner

White, Zuckerman, Warsavsky, Luna & Hunt

15490 Ventura Blvd., Suite 300, Sherman Oaks, CA, 91403
Phone: (818) 981-4226 Fax: (818) 981-4278 Email: expert@wzwlh.com www.wzwlh.com

Specialties

Expert witness testimony for complex litigation involving damage analyses of lost profits, unjust enrichment, reasonable royalties, lost earnings, lost value of business, forensic accounting, fraud investigation, and investigative analysis of liability. 500+ times testifying as an expert witness at trial and arbitration. Excellent communications with extensive testimony experience throughout CA and other states. Experts hold PhDs, MBAs, JD's, CPAs, ASAs, CVAs, ABVs, CGREAs, CFFs and CFEs. Prior "Big Four" accounting firm experience. Areas: Accounting, breach of contract, breach of fiduciary duty, business interruption, business dissolution, cash flows available for support, class actions, construction defects + economic damages, delays and cost overruns, elder abuse, false advertising, fraud, insurance, intellectual property including trademark, patent and copyright infringement, and trade secrets, lemon law, lender liability, misrepresentations, partnership disputes, personal injury, product liability, professional malpractice, real estate disputes, securities litigation, tracing, trusts & estates, unfair competition, valuation of businesses, white collar crimes, and wrongful termination.

Degrees/Licenses

PhD, CPA, CFE, ASA, CVA, ABV, CGREA.

Formal Education

PHD - Applied Math - Harvard
MBA/JD - UCLA

Prior Expert

***Names to be included under Barbara:

Dean Atkinson, Partner (who is a CPA, CFE and ABV),
John Luna, Partner (who is a CPA, CFE, ABV, JD and MBA),
Venita McMorris, Partner (who has an MA in Economics).

All the degrees and licences of the above names should be included in the Degree/Licence section.

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