Independent consultant with over 21 years experience producing statistical analysis reports of securities accounts. Retained by securities attorneys, expert witnesses, individual investors, and brokerage firms representing both Claimants and Respondents.
Produced analysis reports in more than 1500 cases since opening Falk Financial Analysis (formerly known as Finance Outsource) in 2000. Testified as Damages Expert in more than 70 FINRA (NASD) and AAA hearings as well as in court.
President-Elect and former Treasurer of the Securities Experts’ Roundtable.