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Personal/Professional Development Expert Witnesses

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Robert G. Rose, PhD, Principal
Robyn W. Porterfield, PhD, Managing Principal
5944 Luther Lane
Suite 650
Dallas TX 75225
USA
phone: 214-234-0266
fax: 214-373-6360
Rose-Porterfield-Group-Logo.jpg
Rose Porterfield Group (RPG) has over 30 years of experience providing Business Performance and Human Resource services. As experts in human behavior, we provide litigation support strategy and testimony for attorneys and corporations. Offering unbiased, detailed, and objective expert opinion on all aspects of human behavior in the workplace, we can help determine the facts, motivations, and human factors involved in the case.

Forensic and Expert Testimony Cases Include:
  • Sexual Harassment
  • Workplace Injury
  • Discrimination
  • Retaliation
  • Wrongful Termination
Robyn Porterfield Productivity Expert PhotoRobyn W. Porterfield, PhD - Managing Principal at RPG, spent over ten years in sales and marketing prior to completing her PhD in Industrial Psychology. While completing her PhD, Dr. Porterfield served as Director of Client Services for a Texas-based on-line psychological testing firm, consulting to management on such issues as individual and team fit, conflict resolution, hiring, coaching, and management succession planning.

As a consultant, Dr. Porterfield has assessed executives in such diverse industries as financial management, food service, telecommunications and retail. For five years Robyn and Bob co-wrote a column for the Dallas Business Journal titled, C-Level Coach. Robyn is also a professional mediator and currently mediates for Dispute Resolution Services of Tarrant County, Texas.

Robert Rose Productivity Expert PhotoRobert G. Rose, PhD, Principal at RPG, received his PhD from Florida State University. Since 1976 he has served as consultant to organizations in virtually every industry including health care, retail, IT services, manufacturing, construction, aviation, and many others. In his over 30 years as a consultant, Dr. Rose has encountered virtually every problem that an organization can experience, and has seen that good teamwork - from hiring to development - always benefits both the individual and the company.

Bob is the author of numerous articles on communication, crisis handling, and conceptualizing purpose and culture within organizations, and his books on consulting are required reading by major corporations..

View RPG's Consulting Profile.
If you are the CEO or General Counsel of your company, you should be preparing for a new challenge. The gaining momentum of the #metoo movement means there will likely be an increase in sexual harassment complaints. Raghu and Suriani certainly think it's already happening (#METOOWHATNEXT: Strengthening workplace sexual harassment protection and accountability, nwlc.org, 2017.), and our clients are certainly calling us more often to investigate claims. To better prepare, here are some suggestions we urge you to consider.

8/1/2017 · Human Resources
Let's say you have Bill who is a good guy in many ways but he can be a grouch. He is particularly likely to nag the young female accounting staff for inquiring about his expense reports. He looms over them and talks loudly sometimes shaking his finger, and using occasional mild profanity. You've talked to him and he always gives a half-hearted sheepish apology - and then does it again the following month.

7/21/2016 · Injury
Almost all of us have been to the yearly company football game, company barbeque, or happy hour. Organizations often think these events create closeness, trust, a sense of "teamwork", or even a sense of family. We love a good burger and a beer as much as anyone but in our experience the injuries, harassment and other complaints that can come from company social events may cause problems for employers. And we find that the defense that the events were "voluntary" may not hold up.

Robert G. Rose, PhD
Robert G. Rose, PhD
This book discusses testing as a critical aspect of the hiring process. Dr. Rose presents a clear, concise picture of the real issues and advantages in testing in an easy to read enjoyable format.
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Michael Kerr
Author, Certified Speaking Professional
322 Canyon Close
Canmore CAN
phone: 866-609-2640 or 403-609-2640
fax: 403-609-4637
Michael Kerr is known as one of North America’s Leading Authorities and Busiest Speakers on Humor in the Workplace. His company, The Humor at Work Institute, offers keynote presentations, training workshops, articles, books, audio CDs and training DVDs for “seriously-challenged” organizations.

Michael’s expertise is on how humor can help organizations manage stress, spark creative thinking, motivate employees, provide more memorable customer service, and communicate more effectively.

Michael’s books and e-books include “You Can’t Be Serious! Putting Humor to Work” and “Inspiring Workplaces – Creating the Kind of Workplace Where EVERYONE Wants to Work” and “We’ve GOT to Stop Meeting Like This!”.

Expertise Categories:
  • Author / Writers
  • Humor / Entertainment
  • Speakers
  • Business / Motivational
  • Business / Executive Coaching / Training
  • Human Resources
  • Workplace Issues
  • Communication and Professional Skills
  • Stand Up Comedy / Comedians
Business author Paul Hawken said it best, "We lead by being human. We do not lead by being corporate, by being professional or by being institutional." Perhaps that’s why many leaders are embracing one of the most undervalued human resources they have at their disposal - their sense of humor

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Frank Carr
Financial Services Consultant
Norwalk CT 06854
USA
phone: 203-344-9531 (Office) 203-249-7244 (Cell)
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Frank Carr Financial Services Expert PhotoFrank Carr has extensive background and experience as an Investment Industry Employment and Compensation Expert Witness, especially 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:
  • Executive Compensation
  • Employment and Hiring Practices
  • Wrongful Dismissal
  • Lost Earnings
  • FINRA Arbitration
  • Employment Discrimination
  • Compensation Consulting
  • Institutional Asset Management
  • Mutual Funds
  • Hedge Funds
  • Private Equity
  • Wealth Management
  • Broker / Dealers
  • Retail Financial Advisory
  • Sales Process for Investment Products
  • 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.