Business consultants
Asset Allocation / Management Consultants: 13
Investment Banking Consultant William Purcell
William H. Purcell
Investment Banking Expert Witness
225 Cedar Ridge Road
Bedminster NJ
07921
USA
phone: (908) 781-1803; cell: (908) 581-1203

Financial Consultant Norman Katz
Norman Katz
Managing Partner
13681 Newport Ave.
Ste. 8-387
Tustin CA
92780
USA
phone: 949-263-8700
fax: 949-263-0770

Wealth Management Financial Services Consultant Bob Lawson
Bob Lawson, FINRA Expert Witness
FINRA Expert Witness
3800 American Boulevard West
Suite 1500
Bloomington MN
55431-4460
USA
phone: 800-741-0704
fax: 952 217 5639

Financial Planning Consultant Marguerita Cheng
Marguerita Cheng, CFP®, CRPC®, RICP®
Chief Executive Office
9841 Washingtonian Blvd. #200
Gaithersburg MD
20878
USA
phone: 301-502-5306

Financial Services Consultant Frank Carr
Frank Carr
Financial Services Consultant
300 Flax Hill Road, Suite 21
Norwalk CT
06854
USA
phone: 203-344-9531 (Office) 203-249-7244 (Cell)
Hospitality Real Estate Consultants Chasen Capital Advisors
Jon R. Simon
2017 Gates Avenue, Suite B
Redondo Beach CA
90278
USA
phone: 310-989-6788

International Fiduciary Consultant Karina Sneiderova
Dr. Karina Sneiderova, MBA, ICFA, ASI
Vice President
Headquarters
Rue General Dufour 22
Geneva
CH-1211
CHE
phone: 41-225-752-948
fax: 41-225-948-025

Banking and Finance Consultant David Gibbons
David D. Gibbons
President
18600 Walden Drive
Yorkville WI
53126
USA
phone: 847-707-4279

Fiduciary Consultant Daniel Reser
Daniel Reser
President
369-B Third Street, #543
San Rafael CA
94901
USA
phone: 415-482-9513

Actuarial Risk Management Consultants Huggins Actuarial Services
Kim Piersol
Consulting Actuaries
111 Veterans Square, 3rd Floor
Media PA
19063
USA
phone: 610-892-1824

Accounting Consultants Keegan Linscott Associates
Christopher Linscott, CPA, CFE, CIRA and
3443 N Campbell Avenue, Suite 115, Tucson, AZ 85719
USA
phone: 520-884-0176
fax: 520-884-8767

Real Estate Consultant Steven Epcar
Steven Epcar
Principal, CPM
4907 Dartford Place
GRANITE BAY CA
95746
USA
phone: 650-773-5482
fax: N/A
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