Employability - Earning Capacity Expert Witnesses: 10

MCS Associates is a nationally recognized consulting group that has provided financial, operations and regulatory/compliance consulting services nationwide to financial institutions, insurance companies and regulatory agencies as well as real estate and financial services organizations for over 40 years. Expert Witness and Litigation Consulting are a primary focus of our services. We undertake expert witness assignments throughout the United States and our clients include several hundred leading law firms around the country, working on behalf of both plaintiff and defendant financial institutions, borrowers, depositors, investors, developers, insurance companies and their insured, securities/insurance/real estate brokers/agents, regulators and government agencies, and individuals. 

Together with MCS Associates’ specialized resources in banking, financial services and real estate, we also draw on key strategic alliances in insurance, economics, academia and the securities industry to meet a wide range of expert witness needs. Our litigation experts include experienced bankers, lenders, consultants, regulators, managers, brokers & agents in insurance, real estate, and securities; insurance claims and underwriting managers; economists, accountants, appraisers, real estate analysts, and academics. 

Areas of Expertise Include:

• Banking Operations/Administration
• Check Fraud
• Lending Policies, Custom and Practice
• Loan Underwriting & Credit Administration
• Loan Securitizations & Servicing
• Bankruptcy, Foreclosures and Workouts
• Trust & Fiduciary Issues / Operations
• Securities Brokerage & Investments
• Valuations & Damages Analysis
• Forensic Accounting
• Employment / Compensation
• Real Estate Brokerage & Management
• Title Insurance & Escrow
• Real Estate Appraisal & Transactions
• Insurance Industry Custom & Practice
• Insurance Coverages / Claims Handling
• Insurance Bad Faith

Frank 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:

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.

View Frank Carr's Consultant Profile.

Fred Whittlesey is an Internationally-recognized expert providing expert testimony and litigation support services in Executive Compensation, Stock-Based Compensation, and all aspects of Employee Compensation. Mr. Whittlesey formed Compensation Venture Group to leverage his 20 years of consulting experience in a portfolio of compensation advisory and data solutions centered around consulting to Boards of Directors and senior management teams to develop financially-oriented solutions to complex compensation issues.

Litigation Expertise:

• Employment Contracts
• Disputes Regarding Stock Options
• Restricted Stock
• Phantom Stock
• Profit Sharing
• Equity Participation
• Incentive Compensation

Erin O’Callaghan BS, MA, JD, CRC, NCC, LPC, CLCP, is a Life Care Planner, Vocational Rehabilitation Consultant, and Licensed Attorney with over 15 years of experience as a Rehabilitation Professional.

Ms. O’Callaghan has consistently provided the highest standards of professional ethics while staying current with the needs of modern and complex litigation. Her experience and training gives a unique perspective as a forensic rehabilitation evaluator. She has an in depth understanding of the evidentiary requirements of an expert’s evaluation and conclusion, including the importance of following an accepted methodology in the process and preparation of an opinion. 

Ms. O’Callaghan is a member of the International Association of Rehabilitation Professionals, International Academy of Life Care Planners, Michigan Rehabilitation Association, and the Michigan Bar Association. She is also a qualified Vocational Expert by the Social Security Administration. 

Erin O’Callaghan has been providing Litigation Support to counsel for Plaintiff and Defense for 15 years. She has provided over 1,000 cost projections and has testified in both Federal and State cases. She has specialized knowledge of the Affordable Care Act, Social Security issues and Medicare Set Asides. Her services include case management, earning capacity evaluations, life care planning and lien disputes. 

Litigation Support Services for:

• Tortious Injury / Negligence
• Medical Malpractice
• Worker's Compensation
• Auto No Fault
• Wrongful Death
• Long Term Disability
• Divorce
• Lien dispute
• Special Education

View Erin O’Callaghan's Consulting Profile.

Dr. Christopher A. Lowery, DHSc, CLCP is a Clinical Health & Rehabilitation Consultant with a special interest in helping individuals and organizations with public health impairment issues.

Since 2002, Dr. Lowery passion is to educate, empower and provide hope to individuals that deal with Catastrosphic Health Impairments by educating them on how to live a better quality of life due to poor health care conditions, which will address social, cultural and behavioral barriers across all diverse populations.

He currently hold the following degrees at University of North Texas, Bachelor of Science in Rehabilitation Studies (07); University of Oklahoma, Master of Arts in Human and Health Administration Services (10); Capital University Law School, Post-Speciality Certificate in Life Care Planning (12); University of Arkansas at Little Rock, Post-Master's Certificate in Rehabilitation Counseling (14); and Nova Southeastern University, Doctor of Health Science in Global Health (16).  

Due to the broad knowledge of education, he practice as an expert on the following topics: expert testimony, litigation support, vocational evaluations, employment support/job placement, earnings capacity evaluations, rehabilitation consulting, medical life care planning, formulate reviews/opinions on independent medical examinations, disability case management, and a wide range of public health, medical, psychological and psychosocial aspect of disabilities. 

**If you have a case that needs Dr. Lowery's expertise, please feel free to give his office a call for a free consultation.

Note: Please see below or website for more expertise areas. 

Areas of Expertise:

View Christopher Lowery's Consulting Profile.

Pilot Career Earnings and Employability Models

Depositions and Trials

Expert Witness and Litigation Support

Case Preparation and Analysis

Pilot Hiring and Equipment forecast

Economic Forecast

Pilot Supply and Demand

Pilot Hiring Trends

Pilot hiring requirements

Military Experts, LLC is a consulting firm that advises attorneys nationwide on military issues including accession, promotion, retention, and compensation (active, reserve, and retired pay and benefits). Founded in 2011, Military Experts, LLC employs a diverse team of recognized military leaders from each branch of the military who have served at the highest levels of their military services and understand the military issues and service-specific nuances involved in each case.

Military Experts, LLC helps attorneys understand, quantify, and explain the impact an injury has had on a service member’s career. Their experts employ a reliable, fact-based methodology and independent judgment honed over decades of military experience to advise attorneys representing plaintiffs or defendants in civil litigation across the country.

Military Experts, LLC advise their attorney clients as either consulting or testifying experts. They have the knowledge and experience to properly advise attorney clients on the impact an individual’s military service has on their case – and the credibility to explain those impacts to a finder of fact. Each case is different, but the process and methodology are the same:

• Determine whether a service member's injury caused any damage to his/her career:
• Assess whether a service member has lost military earnings or benefits and, if so,:
• Quantify the loss stemming from that damage (pay, benefits, retirement, medical coverage - inflation-adjusted)

Hon. Dennis M. McCarthy, LtGen, USMC (Ret) is a Principal in Military Experts, LLC. He began his Marine Corps service as a platoon leader in Vietnam, and completed it as Commander of Marine Forces Reserve, having led that force for four years during the Corps’ largest reserve mobilization in history. He retired in 2005 as the Marine Corps' senior Lieutenant General with over 40 years of active and reserve service.

After completing his service in uniform, he was Executive Director of the Reserve Officers Association of the United States, a 60,000 member professional association in Washington, D.C.  In 2009, he was nominated by President Obama and confirmed by the Senate to be an Assistant Secretary of Defense. As Assistant Secretary of Defense, he was responsible for policy development and execution for over one million members of the National Guard and Reserves of all services. He was also responsible for the activities of the National Committee for Employer Support of Guard and Reserve, a Department of Defense entity tasked with establishing and maintaining positive relationships with the nation’s large and small employers whose support is so essential to members of the Guard and Reserve.

In 2013-2014, Dennis was appointed by the President to the National Commission on the Structure of the Air Force, where he served as its Chair. From 1978 to 1999 while serving in the Marine Corps Reserve, Dennis was a civil trial lawyer in Columbus, Ohio and was managing partner of his own firm.  He was Board Certified by the National Board of Trial Advocacy; an Adjunct Faculty member at Capital University Law School;  a leader in state and national legal organizations; and a frequent CLE lecturer and contributor.  

Dennis is currently of counsel to McCarthy Law Offices, LLC in Columbus, Ohio. Dennis graduated from the University of Dayton and the Capital University Law School. In 2010,  he was awarded an Honorary Doctor of Laws degree by Capital University Law School, and was named the Distinguished Alumnus for 2011.  

Michael D. McCarthy, is a Principal in Military Experts, LLC. Mike is an expert on matters relating to military compensation and the disability evaluation system. Mike is a career Marine Corps officer with over 20 years of active and reserve service.  He has served in both command and staff assignments in the United States and abroad, including a tour as the Military Legislative Assistant to the Chairman of the House Intelligence Committee.  Mike has served as a member of multiple Marine Corps promotion boards, as well as the Secretary of the Navy’s Marine Corps Reserve Policy Board.  He is a graduate of the Eisenhower School for National Security and Resource Strategy, the Marine Corps’ Command and Staff College, and the Amphibious Warfare School.

Mike’s military training and experiences, as well as his experience as an attorney in private practice, give him unique insight and a superior ability not only to assess the ground-truth of a situation and to provide sound counsel to his clients, but also the credibility to effectively testify to his findings. Mike is admitted to practice law in Ohio and the District of Columbia.

Matthew E. Sprong, Ph.D., CRC, LCPC, CLCP, CADC, CVE, is the President of Oak Leaf Consulting Group, LLC, and has been providing Vocational Rehabilitation related services since 2009. He currently holds joint appointments as an Assistant Professor at Lock Haven University, and a Rehabilitation Counselor at the Department of Veteran Affairs. 

Dr. Sprong has performed hundreds of comprehensive vocational evaluations, job placement services for veterans and people with disabilities, and intensive job development activities. He has over 30 peer-reviewed journal article publications, has over 60 professional presentations, teaches graduate level rehabilitation counseling students, and is involved in state and national service endeavors. He also teaches Rehabilitation and Mental Health Counseling Courses at the Graduate level for future Rehabilitation Professionals.

Litigation Support: Dr. Sprong provides Forensic Rehabilitation Services utilizing his knowledge, skills, and abilities to determine the employability / placeability of persons who become injured. Specifically, he performs transferable skills analysis, labor market analysis, vocational testing, and job placement services

Dr. Sprong has over 10 years of experience testifying as a Vocational and Life Care Planning Expert in private practice. He is currently a Certified Rehabilitation Counselor, Certified Life Care Planner, Licensed Clinical Professional Counselor, and Certified Alcohol & Drug Counselor.

Areas of Expertise: 

View Oak Leaf Consulting Group's Consulting Profile.

Research & Planning Consultants, LP (RPC) has been assisting clients with expert services for over 45 years, including consulting and expert witness testimony for personal injury, healthcare litigation, commercial litigation and Certificate of Need matters. RPC also offers a wide selection of health data. They have served clients across the U.S, from Alaska to Florida and from New England to California. 

A Complete Team of Damages Experts for Personal Injury Litigation

Research & Planning Consultants, LP provides the following services: 

• PERSONAL INJURY - RPC provides comprehensive damages analysis in personal injury litigation. Their expert team has life care planners, vocational evaluators, board-certified physicians, economists and neuropsychologists. 

Areas of Expertise include: Life Care Plans, Loss of Earning Capacity or Support, Present Value of Damages, Medical Bill Analysis, Chargemaster Analysis, Neuropsychological Testing & Traumatic Brain Injury, Vocational Evaluations, IMEs, Section 18.001, Prestanding ED Chargemaster Analysis

• COMMERCIAL LITIGATION- RPC has provided expert analysis on commercial litigation concerning many industries: chemicals, refining, forestry, waste management, pipelines, water resources, oil and gas EDP, fisheries, agriculture, electrical generating plants, transmission lines, telecommunications, and real estate development. Our special expertise in the healthcare industry has proven valuable to business litigators unfamiliar with this complex industry.

Areas of Expertise: Breach of Contract / Commercial Economic Damages, Construction Disputes, Litigation over Non-Competitive Agreements, Environmental Torts and Toxic Torts, Commercial Disparagement, Wrongful Termination

• HEALTHCARE LITIGATION - RPC offers economic, statistical, data and clinical analysis in a wide range of healthcare litigation. They have experience with payment disputes, qui tam litigation, physician-hospital disputes, practice valuations and construction litigation. 

Areas of Expertise: Qui Tam Healthcare Litigation, Medical Staff Disputes, Professional Liability, Payment Disputes, Health Facility Construction Disputes, Freestanding ED Chargemester Analysis

• CERTIFICATE OF NEED - RPC provides Certificate of Need (CON) planning services nationwide. We have over 35 years of experience developing regulatory strategy, preparing applications and testifying in public and administrative hearings.

Areas of Expertise: Satellite Hospitals, New Hospitals, Relocation and Transfer of Beds, Observation Beds, Geriatric Psychiatric Units, Children’s Hospitals, Comprehensive Inpatient Rehabilitation Units, Neonatal Intensive Care Units, Open Heart Surgery Services, Long Term Acute Care Units, Projects that exceed CON Capital Threshold Limits, Projects for Specifically Listed Services, Programs Requiring CON, Hospices, Senior Living Facilities

Ronald T. Luke, JD, PhD, is a principal consultant and President of RPC, LP. Ron joined RPC in 1976 and became its president and principal owner in 1979. He has consulted on projects for health care providers, managed care plans and public agencies in more than 25 states. He also serves as an expert witness in trials, administrative proceedings and legislative hearings.

Active in the Health Policy Arena, Dr. Luke has been accepted as an expert in Economics, Socioeconomic Impact Analysis, and Policy Analysis by state and federal courts, and state administrative agencies. The types of cases in which he has provided expert testimony include personal injury, contractual disputes, health care payment disputes, construction defects, utility construction permitting, and certificate of need. He has testified on health care matters including market structure, billing fraud and abuse, reasonableness of charges, medical staff credentialing, workers’ compensation fee guidelines, utilization review, physician contracts, and managed care contracts.

Kacy L. Turner, MS, CRC, CVE, CLCP, is a Certified Life Care Planner and Vocational Consultant with RPC. She has over 20 years of experience in Rehabilitation. Ms. Turner has experience writing life care plans for both plaintiff and defense clients. She has experience as a rehabilitation consultant in three states and has been qualified as a testifying expert in state and federal court.  

Ms. Turner has worked on cases in several states as well as the country of Trinidad. To determine the pre-injury and post-injury employability in personal injury cases, she provides vocational testing, transferable skills analysis, job requirements analysis, rehabilitation plans, and definition of reasonable accommodations under the American with Disabilities Act. She is a member of the International Association of Rehabilitation Professionals, the Texas Association of Rehabilitation Professionals and Providers of Services, and Vocational Evaluation and Career Assessment Professionals.

Brian Piper, PhD,  is an Economist with RPC specializing in Quantitative Analysis and Modelling. He works on a variety of cases including personal injury and certificate of need. He is experienced in data extraction, management, simulation, and analysis using STATA, SQL, ARC GIS and a variety of other programs. Dr. Piper has taught graduate classes in statistics and econometrics in both MBA and Ph.D. programs.

Dr. Piper is an experienced expert, providing testimony, reports, and affidavits on the issues of economic damages in personal injury litigation, healthcare litigation, False Claims Act litigation, and other commercial litigation. He has testified on behalf of plaintiffs and defendants. 

Dr. Piper specializes in the economics of healthcare. He has been retained by healthcare providers and insurers in payment disputes. He has analyzed the reasonableness of charges and expected payment for past and future medical services for providers, insurers, plaintiffs, and defendants. Besides work in litigation, Dr. Piper has provided analysis of Certificate of Need applications and the economic impacts of proposed legislation.