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Banking & Lending Expert Witness

Provides Opinion & Testimony In:

banking, commercial lending, consumer lending, mortgages, bank practices standards, investments, portfolio management, trusts estates, pensions, fiduciary duty, economic damages, loss of business income

Expert 1265

Education

THE PENNSYLVANIA STATE UNIVERSITY, UNIVERSITY PARK, PENNSYLVANIA
   
1978-1982 Received Ph.D. degree in Business Administration, November 1982. Specialized in banking and corporate finance. Supporting fields were economics, accounting and statistics. Dissertation entitled: “Leases and the Prediction of Corporate Bankruptcy.”

1973-1974 Received M.B.A., August 1974. 
Concentration in Finance.

GANNON UNIVERSITY, ERIE, PENNSYLVANIA

1969-1973 Received B.S. in Business Administration, June 1973.  President of the Student Investment Trust (1972 1973).  Awarded the Wall Street Journal Award at graduation.

Work Experience

A PRIVATE COMPANY,ST. LOUIS, MISSOURI
1984-pres Founded this financial and economic consulting firm. Major services include economic impact studies, valuation of closely-held corporations, portfolio analysis, estimating, economic damages for lost business income and litigation support services. 

UNIVERSITY OF MISSOURI    ST. LOUIS, MISSOURI
1994-pres Currently employed as a Full Professor of Finance. Appointed Area Coordinator (Department Chair) for Finance, Insurance, Real Estate and Business Law from Winter 1994 to 2009. Supervised 25 faculty on a day-to-day basis. In addition to conducting research and teaching courses in Corporate Finance, Security Analysis, Commercial Bank Management and Real Estate, administrative duties include hiring and promotion of faculty, scheduling classes, determining policies, and other tasks.

1988-1993 Associate Professor of Finance. Acting Area Coordinator for 1990.

1982-1988 Assistant Professor of Finance. Faculty advisor to a student team which placed 2nd among universities in the Olson Research Institute’s National Bank Asset/Liability Competition (1983).

THE PENNSYLVANIA STATE UNIVERSITY, UNIVERSITY PARK, PENNSYLVANIA
1979-1982 Employed as a graduate teaching and research assistant. Taught undergraduate courses in Commercial Bank Management and Personal Finance.

FRANKENMUTH BANK & TRUST, FRANKENMUTH, MICHIGAN
1976-1978 Employed as an Assistant Trust Officer. Responsibilities included the administration of personal trusts, estates, and corporate retirement plans.

MEADEN & MOORE, CPA’S, CLEVELAND, OHIO
1974-1975 Employed as a Staff Accountant in the tax department of a local certified public accounting firm. Assignments involved the preparation of various corporate, fiduciary, and individual tax returns as well as tax planning.

Professional Memberships

American Finance Association
American Economic Association
Financial Management Association
European Financial Management Association

Professional Service

For more than a decade, have been an active member of the arbitration panels that hear security disputes between customers and broker dealers. The panels are run by the Financial Industry Regulatory Authority (FINRA), formerly the New York Stock Exchange and the National Association of Security Dealers.

Appointed to the Editorial Board of the international journal Investment Management & Financial Innovations for 2004-2013.

Served as a paper reviewer for the following journals:
Journal of Banking and Finance
Review of Economics and Statistics
Financial Practice and Education  
Financial Review


Publications: Upon Request

Awards and Honors: Upon Request

Groups

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