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Asset Allocation / Management Consultants: 11

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Real Estate Consultant Jeffrey Rothbart

Jeffrey S. Rothbart, JD, LLM

1945 Techny Road, Suite 6

Northbrook IL 60062
USA

phone: 312-620-2124

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Real Estate Consultant Steven Epcar

Steven Epcar

Principal, CPM

4907 Dartford Place

GRANITE BAY CA 95746
United States

phone: 650-773-5482

fax: N/A


Financial Services Consultant Kerry Campbell

Kerry G. Campbell, CFA®, CFP®, AIFA®

38 Benedict Avenue

Staten Island NY 10314
USA

phone: 718-273-4905

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Accounting Consultants Keegan Linscott Associates

Christopher Linscott, CPA, CFE, CIRA and Eric Lee, CFE, CIRA

3443 N Campbell Avenue, Suite 115, Tucson, AZ 85719
1959 S. Power Road, Suite 103-399 Mesa, AZ 85206

USA

phone: 520-884-0176 or 480-374-6394

fax: 520-884-8767

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Fiduciary Consultant Daniel Reser

Daniel Reser

President

369-B Third Street, #543

San Rafael CA 94901
USA

phone: 415-482-9513

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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

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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)

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Financial Planning Consultant Marguerita Cheng

Marguerita Cheng, CFP®, CRPC®, RICP®, CDFA™

Chief Executive Office

9841 Washingtonian Blvd. #200

Gaithersburg MD 20878
USA

phone: 301-502-5306

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Wealth Management Financial Services Consultant Bob Lawson

Bob Lawson, Securities Expert & FINRA Arbitrator

3800 American Boulevard West, Suite 1110

Bloomington MN 55431-4460
USA

phone: 800-741-0704

fax: 952-835-1504

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Financial Consultant Norman Katz

Norman Katz

Managing Partner

17731 Irvine Boulevard
Suite 200

Tustin CA 92780
USA

phone: 949-263-8700

fax: 949-263-0770

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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

fax: (908) 781-5865

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