expert witnesses
*Enter State Names or Abbreviations. Use space to separate multiple states e.g. CA Washington NY
Career Counseling Expert Witnesses: 2
Parent Category:
Financial Services Expert Witness Frank Carr
Frank Carr
Compensation and Employment Expert
Norwalk CT
06854
USA
phone: 203-344-9531 (Office) 203-249-7244 (Cell)
Frank Carr has extensive background and experience as an Investment Industry Employment and Compensation Expert Witness, especially in Investment Management Firms, Mutual Funds, Hedge Funds, Wealth Managers, and Broker-Dealers. Mr. Carr is a former corporate banker, investment firm Chief Financial Officer, and a 20-year veteran of executive search for the Investment Management industry. He has written articles for and has been frequently quoted by publications such as Bloomberg News, CNN Money, Fund Fire, Ignites, Absolute Return, Hedge Fund Alert, and Hedge Fund Manager Week. Prior to entering the executive search field, he was the Chief Financial Officer of a Connecticut-based hedge fund and Commodity Trading Advisor (CTA). Mr. Carr started his career in commercial bank lending, initially with Citigroup in their Wall Street Commodities division and later specialized in financing independent feature film producers, TV producers, and television station owners on behalf of European American Bank in New York.
Litigation Support - Frank Carr is an Investment Industry Employment and Compensation Expert Witness who has been retained by both plaintiffs and defendants for American Arbitration Association, JAMS and FINRA arbitration, mediation, and federal court litigation. Mr. Carr has over 30 years of experience in Financial Services, Investment Management, and Banking and his areas of coverage include Traditional and Alternative Investments – Equities, Fixed Income, Mutual Funds, Hedge Funds, Private Equity, and Managed Futures. Specialist in Wall Street Divorce.
Areas of Expertise:
|
|
Prior Expert Witness Assignments:
- Represented a hedge fund portfolio manager as an expert rebuttal witness in a high-profile hedge fund employment/compensation lawsuit. Prepared a rebuttal opinion letter submitted to the United States District Court for the Southern District of New York.
- Represented a $12 billion Texas-based SEC Registered Investment Adviser and leading global alternative credit manager in a JAMS arbitration regarding a terminated employee. Prepared a rebuttal expert witness report and provided live testimony at the JAMS arbitration hearing.
- Represented a financial advisor in a FINRA arbitration against one of the top 5 U.S. wealth management firms. The scope of the opinion included projected career advancement, compensation analysis, and calculation of lost earnings.
- Represented a portfolio manager/ investment analyst in a wrongful termination action against one of the largest U.S. Broker-Dealers with over $600 billion in assets. The scope of the opinion included projected career advancement and compensation analysis. Prepared an expert witness report and provided live testimony at the FINRA arbitration hearing.
Education - Mr. Carr is a graduate of Williams College where he received a Bachelor of Arts degree in Political Economy. He completed the Management Training Program at Citigroup in New York, including courses in accounting, finance, and capital markets. He has previously held FINRA licenses, Series 3, 6, and 63, and has completed Level I of the Chartered Alternative Investment Analyst (CAIA) program.
Life Care Planning Expert Witnesses Stokes & Associates
Dr. Aaron Wolfson, Todd Capielano, Brandy Bradley, Elizabeth Peralta & Dr. Ashley Lastrapes
3501 N. Causeway Blvd., Ste 900
Metairie LA
70002
USA
phone: 504-454-5009
Stokes & Associates specializes in Life Care Planning and Vocational Rehabilitation. Our team has a combined experience of over 20,000 case assignment engagements. As a result, they can quickly map out a plan to provide the right level of service for the task. Additionally, their detailed Request for Service interview is conducted before work begins to ensure roles and expectations are determined from the onset of their involvement.
Areas of Experience:
|
|
Aaron M. Wolfson, PhD, LRC, CRC, CLCP, is a Licensed Psychologist, Licensed Rehabilitation Counselor, and Certified Life Care Planner who has testified as an expert witness in both state and federal jurisdictions.
Dr. Wolfson is a New Orleans native who earned his Bachelor’s degree in psychology from Colgate University, as well as a Master’s Degree and Doctoral degree in Psychology from the University of Southern Mississippi. He completed a doctoral internship at the University of Washington, where he also completed a post-doctoral fellowship in Rehabilitation Psychology.
Dr. Wolfson received specialized training at the University of Washington Multidisciplinary Pain Center, as well as multiple inpatient and outpatient physical rehabilitation departments, and has published in the areas of vocational rehabilitation and clinical decision-making in rehabilitation populations.
Todd S. Capielano, M.Ed., LRC, CRC, LPC, CLCP, CCM, is a Licensed and Certified Rehabilitation Counselor and Certified Life Care Planner who has practiced in the private sector of Vocational Rehabilitation for over 35 years. He has been in the field of vocational rehabilitation since 1985, specializing in vocational evaluations, labor market research, job placement, and working up future medical care costs for catastrophic and non-catastrophic injuries in life care plans.
Mr. Capielano has been accepted as a vocational expert since 1989 in various courts, including Federal, State, Civil District Courts, and before Administrative Law Judges for Longshore Harbor Workers Compensation Act claims. Additionally, he has served as a vocational expert for the Social Security Administration testifying in thousands of cases since 1992.
Mr. Capielano is a member of professional organizations, including the International Association of Rehabilitation Professionals, the Louisiana Association of Rehabilitation Professionals, and the American Association of Christian Counselors. He has served as Board Member at Large, President, and Past-President of IARP-LA. He received his Master’s degree in Counseling in 1992 from the University of New Orleans and his Bachelor’s degree in Rehabilitation Counseling from Louisiana State University Medical Center, School of Allied Health Professions in 1986. Mr. Capielano holds national certifications as a Certified Rehabilitation Counselor, Certified Case Manager, and Certified Life Care Planner.
Ashley G. Lastrapes, Ph.D., NCC, CRC, CCM, CLCP, LPC, LRC has over 9 years of experience in private vocational rehabilitation. She earned her Ph.D. in Counselor Education and Supervision from the University of Holy Cross; she holds a Master of Health Science Degree in Rehabilitation Counseling from Louisiana State University Health Sciences Center in 2011; and her Bachelor of Science Degree in Psychology from the University of New Orleans in 2009. Dr. Lastrapes is a Licensed Rehabilitation Counselor and Licensed Professional Counselor, as well as a board-approved supervisor in the state of Louisiana. She is also a Licensed Professional Counselor in the state of Texas. In addition, she holds national certifications as a Certified Counselor, Certified Rehabilitation Counselor, Certified Case Manager, and Certified Life Care Planner. Dr. Lastrapes is also a Vocational Expert with the Social Security Administration, Office of Disability Adjudication and Review.
Dr. Lastrapes currently serves as the secretary of the Louisiana Licensed Professional Vocational Rehabilitation Counselors Board of Examiners. Dr. Lastrapes is a member of the International Association of Rehabilitation Professionals and served as a Board Member for the Louisiana chapter from 2014 to 2017.
Dr. Lastrapes specializes in vocational rehabilitation assessment, testing, labor market research, wage and earning capacity analysis, worker’s compensation policy and procedure, case management, life care planning, and career and adjustment counseling. Aside from her work in private rehabilitation, Dr. Lastrapes also has experience providing individual and family therapy to individuals with behavioral, mental health, and substance abuse issues.
Brandy E. Bradley, MHS, CRC, LRC, CLCP is a Licensed and Certified Rehabilitation Counselor who has over 15 years of experience in private rehabilitation. She earned her Bachelor of Science Degree in Psychology from Louisiana State University in 1997 and her Master of Health Science Degree in Rehabilitation Counseling from Louisiana State University Health Sciences Center in 1999. She also holds national certification as a Certified Life Care Planner.
Brandy is a member of the International Association of Rehabilitation Professionals (IARP) and currently serves as President of the Louisiana Chapter. Brandy is also qualified as a Vocational Expert with the Social Security Administration, Office of Disability Adjudication and Review.
Brandy’s areas of expertise include vocational rehabilitation assessment, testing, labor market research, wage and earning capacity analysis, life care planning, and counseling. Aside from her work in private rehabilitation, Brandy also has years of experience providing individual and family therapy to individuals and families with behavioral, mental health, and substance use issues.
Elizabeth Peralta, M.Ed., LRC, CRC, CLCP is a Vocational Rehabilitation Specialist, Life Care Plan Specialist, and Director of Case Management. She earned her Bachelor of Arts Degree in Psychology from Southeastern Louisiana University in 2005 and her Master of Education in Counseling from Southeastern Louisiana University in 2010.
Elizabeth is a Licensed Rehabilitation Counselor through the LLPVRC Board of Examiners and is a Certified Rehabilitation Counselor and a Certified Life Care Planner.
Elizabeth’s areas of expertise include assessing future medical needs and life care planning, vocational assessment, wage and earning capacity analysis, and labor market research.
Featured resources
by Col. W. Patrick Lang
by Patrick M. Kennedy, John Kennedy
by Chuck Easttom