Expert

Jeffrey Baliban has nearly 40 years of experience, focusing on solving problems and resolving conflicts by performing business valuations and impact evaluations related to complex commercial disputes.

William Bradish was Principal of Bradish Associates Ltd., for more than 20 years, offering life insurance, employee benefits, and property and casualty products to closely held corporations.

Jim Carmack has more than 30 years of institutional trading and senior executive level expertise.
He was Managing Director; Head of Equity & Sales & Trading, Imperial Capital.

Kevin Finnegan is a senior compliance executive with over 35 years of experience in the securities industry focusing on institutional fixed income markets’ regulatory and compliance programs.

Michael Kelly has more than 30 years of experience in the securities industry. His prior experience includes:

Peter Kennedy has more than 35 years of experience as an attorney, CAO and COO for an RIA and a broker-dealer, respectively.

Andrew Lippman has over 35 years of front office experience solving ambiguous and complicated problems, extensively working with Senior Management and Business Leaders, along with Legal, Compliance and Supervision to create scalable and practical solutions for firms.

Dennis Mooradian is the former Chairman and CEO of Wells Fargo Investments Financial Consultant Advisory Group and Private Client Services, Managing Director of Wealth Markets at Union Bank, Chairman of UnionBanc Investment Services and Chairman, President and CEO of HighMark Capital Management.

Fred Mutalibov has spent his entire career involved with the oil and gas industry.  In his earlier days in the securities industry, Fred was an investment banker evaluating oil and gas company’s enterprise values and stock prices based on financials, properties, production schedules and reserves. 

Aaron has nearly 30 years of experience in quantitative securities and forensic account analyses. He’s analyzed more than 10,000 individual and institutional securities accounts, covering a broad range of investment products, and has testified as an expert witness at more than 100 FINRA and NYSE arbitration and regulatory hearings.