Professional Malpractice (General) Expert Witnesses: 160

Daniel A. Strachman, CDDA, is a Financial Services Expert working on Wall Street for more than 25 years in various capacities. Mr. Strachman is Managing Director of A&C Advisors LLC, a firm that provides strategic advice and counsel along with fund governance services to the investment management industry. He serves as a director to both on-shore and off-shore investment vehicles and is a registered director under the Directors Registration and Licensing Law, 2014 of the Cayman Islands. 

Litigation Support - Mr. Strachman served as an expert witness in a number of investment management litigation cases focused on fund marketing, redemption policies and structuring. A FINRA Registered Neutral Arbitrator, his services are available to attorneys for plaintiff and defendant.

Area of Expertise:

Investment Management Institutional Brokerage Finance Fiduciary Duty Compliance Portfolio Construction Due Diligence Insurance Hedge, Private Equity, Mutual Fund Product Development

Blockchain and Crypto Currencies Distribution of Equities  Corporate Governance Marketing Equities Fund Structuring Operations Fixed Income Commodities Communications with Investors

Background Information - Mr. Strachman has worked at firms including Apex Funds Services, Morgan Stanley, Cantor Fitzgerald and Orbitex Financial Services Group. He is the Co-Founder of the Investment Management Due Diligence Association, an independent educational organization focused on setting best practices for both operational and investment management due diligence around the globe. 

Mr. Strachman, an accomplished writer specializing in finance, has written extensively about the investment management industry and is the author of nine books including: The Fundamentals of Hedge Fund Management, (Wiley 2007), “Second Edition” (Wiley 2012), Getting Started in Hedge Funds, First Edition (Wiley 2000), “Second Edition” (Wiley 2005) and “Third Edition” (Wiley 2010), The Long and Short of Hedge Funds, (Wiley 2008), and Essential Stock Picking Strategies (Wiley 2002), which was named by Barron’s as one of the ten best investment books of the year. He is also the author of Julian Robertson: A Tiger in the Land of Bulls and Bears (Wiley 2004). His articles have appeared in The New York Post, The Financial Times, The Boston Globe, as well as various trade publications around the world.

Mr. Strachman is formerly an adjunct professor at Rutgers University Business School where he taught graduate level courses on corporate finance and investment analysis. He has appeared on CNBC, Bloomberg, National Public Radio and the BBC. He is formerly an adjunct professor at New York University’s School of Continuing Education and has lectured at the New York Society of Security Analysts. He is a graduate of Clark University.

Paul M. Adler, DO, FACEP, MBA, Medical Director for the Ventura County, California, Department of Corrections, has worked in Correctional / Jail / Prison Medicine & COVID-19 Preparation & Response. He has overseen the care of inmates in Jails in California and New York, as well as Prison inmates who have been transferred to county facilities to serve their terms for years in county jails in California. He has also overseen Correctional health car in locked units in Hospitals . Dr. Adler is the President-Elect of The American Correctional Health Services Association of California / Nevada, which represents all clinicians and administrators in Jails/Prisons in California and Nevada. He previously oversaw a County Hospital, County Nursing Home and ran a County Health Department and oversaw Correctional healthcare for the Westchester, New York Jail.

Litigation Support - Dr. Adler has defended Jails and Prisons in Southern California, Idaho, Texas, North Carolina, New York, Pennsylvania, etc. He has been involved in Plaintiff litigation in many states including against Rikers Island, NY and Cook County Jail. Dr. Adler still works as a full-time practicing physician and has helped attorneys and insurance companies in Emergency Medicine, Nursing Home Medicine, Public Health and Hospital Administration since 1985. Dr. Adler is available to review and consult on clinical Correctional/Jail/Prison cases for attorneys for both Plaintiff and Defense.

Services:

• COVID-19 Preparation & Response
• Screen Cases for Merit
• Review, Analyze and interpret Medical Records
• Provide Basic or Comprehensive Written Reports
• Interpret Standards of Care, Deviation and Adherences as they Relate to Correctional Health Care
• Develop Chronological Time Lines
• Policy and Procedure Development

Tanja Johnson, MSN, FNP-C, ENP-C, LNC, is a Board-Certified Nurse Practitioner with over 25 years of experience in healthcare roles from Registered Nurse to Nurse Practitioner. Ms. Johnson earned her Master of Science in Nursing, becoming a board-certified Family Nurse Practitioner, a board-certified Emergency Medicine Nurse Practitioner, and then adding a PMHNP postgraduate degree. She has also obtained a Legal Nurse Consultant certificate to further facilitate her ability to contribute to the legal community.

Qualifications: Ms. Johnson has experience working in mental health, long-term care, hospice, medical/surgical care, and emergency medicine for a 20-year span as a registered nurse. The past 8 years have been spent practicing in emergency medicine as a nurse practitioner.

Areas of Expertise:

Hospital Care Medical / Surgical Care Emergency Medical Care Acute Care in Emergency / Urgent Setting Long Term Patient Care

Hospice Care Inpatient Hospital Care Patient Complaints Medical Board Allegation Case Review Medical Terminology Translation

Litigation Support  - Ms. Johnson is available for both the defense and the plaintiff’s counsel providing a factual synthesis of any issue requiring the medical expertise of a medical care provider. She assists legal teams with navigating medical records and understanding terminology for legal cases such as medical malpractice, personal injury, insurance fraud, and worker’s compensation. Ms. Johnson provides knowledge and insight for care from nursing professionals, physician assistants, nurse practitioners, as well as physician practice.

Advanced Practice Nurse Consulting Services

Medical Expert Witness Hospital Case Review Lon Term Care Case Review Merit Review

Analyze Medical Records Literature Searches Synthesize Evidence Respond to State Medical or Nursing Board Allegations

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

Andrew J. Manganaro, MD has been a board certified Cardiothoracic and Vascular Surgeon for more than 25 years. He has experience in all areas of adult cardiac, vascular, and thoracic surgery, and has cared for more than 10,000 patients in his practice.

Litigation Support - Dr. Manganaro has more than 15 years of experience in medical expert opinions for both plaintiffs and defendants. His services include medical record review, written reports, depositions, and trial testimony as needed. He is licensed to practice in Ohio, Michigan, Delaware, New Mexico, Illinois, New York, Indiana, Wisconsin, Iowa, and North Dakota.

Areas of Expertise:

Cardiac Surgery Pulmonary Surgery Esophageal Surgery

Trauma Surgery Vascular Surgery Endovascular Surgery

Dr. Adrine S. Adams, CRNA, has been a Registered Nurse for 46 years with experience as a Certified Critical Care Registered Nurse (CCRN), Certified Post-Anesthesia Nurse (CPAN)  and Certified Registered Nurse Anesthetist (CRNA).  She retired from the Army Nurse Corps Colonel, after 30 years of service. Additionally, she  has a background in Business Administration, Health Services Administration, and Information Systems.

Dr. Adams is a member of the American Association of Legal Nurse Consultants (AALNC) and enrolled in the Certified Legal Nurse Consultant Certification (CLNC) Program. As a Certified Registered Nurse Anesthetist (CRNA) in the capacity of a legal nurse consultant (LNC), she is willing to work on behalf of plaintiffs, defendants, and to testify in deposition or in person at trial.  With her board experience and doctoral degree, she has the capability to perform medical research. 

Background Experience - Dr. Adams is actively practicing at numerous outstanding facilities, including level 1 trauma units. She is experienced in numerous clinical settings with proficiency of several Anesthesia Health Informatics Systems, including EPIC and Cerner.  

In August 1996, Dr. Adams received a Master in Nurse Anesthesia degree with extensive didactic and clinical experience from the University of Alabama at Birmingham Graduate School. She has knowledgeable in anatomy, physiology, pathophysiology, chemistry, physics, biochemistry, and pharmacology as they relate to anesthesia. With over 24 years of experience as a CRNA clinical practitioner, Ms. Adams is competent with a variety of anesthetic agents and techniques for numerous types of surgical and obstetrical procedures, both general and regional anesthesia, IV sedation, and monitored anesthesia care. 

Dr. Adams possesses the skills necessary to deliver anesthesia care to patients of all ages, including infant, pediatric, adolescent, adult, and geriatric population. With several years of highly responsible clinical experience in the military, numerous critical care capacities, level 1 trauma facilities, and excellent training in nurse anesthesia, I can contribute to your organization. 

Litigation Support - Dr. Adams is available to extend her anesthesia clinical experience as a consultant and an expert witness. Her services include medical record review for standard of care, thorough reporting, depositions, and trial testimony as needed. Cases have been related to (but not limited to) the following surgical procedures:

General, Ophthalmologic, Otolaryngologic, Oral and Dental, Vascular, Thoracic, Cardiovascular, Plastic / Reconstructive, Neurological, Orthopedic, Podiatric, Urologic, Gastroenterological, Gynecologic, Obstetric, and Pediatrics.

Areas of Expertise:

General Anesthesia Regional Anesthesia Peripheral Nerve Blocks

Monitored Anesthesia Care Mild and Deep IV Sedation Pre and Post Anesthesia Care Adult and Geriatric Anesthesia Care Pediatric and Adolescence Anesthesia Care

Monica M. Argumedo, MD, is a Board-Certified Forensic and Clinical Psychiatrist (ABPN). Dr. Argumedo has testified about her forensic opinions in more than 40 cases in open court. In psychiatric practice for more than 15 years, Dr. Argumedo teaches at Rush University Medical School/Rush University Medical Center as Assistant Professor in Psychiatry. She teaches psychiatry residents in topics related to psychiatry and the law, and psychiatry in medicine. She also interviews prospective medical students through her role on the Medical Admissions Committee.

Dr. Argumedo works with Employers in cases where mental health/psychiatric concerns about an employee require an objective and unbiased Fitness for Duty Evaluation and report. She also consults in employment matters and litigation and serves as a disclosed expert witness. Her work addresses fitness for duty (FFD) in a litigated environment, Wrongful Termination, and Psychiatric Disability. Additional experience includes FFD of peace officers and first responders.

Services - Forensic Psychiatry, Medico-Legal evaluations, medical complications, review of records, written reports, deposition testimony, trial testimony, consultation to attorneys addressing psychiatric issues relevant in a case, opposing counsel expert reports or expert qualifications, assisting with cross-examination questions, and lines of inquiry.

Areas of Expertise:

Fitness for Duty Wrongful Termination Psychiatric Disability Depression Anxiety PTSD Competency Dementia Cognitive Behavior Emotional Distress

Pain and Suffering Standard of Care Institutional Care Medical Malpractice Discrimination Harassment Hostile Workplace Pre-employment Evaluation Security-sensitive Security Clearance

Avrum R. Goldstein, DMD, FRCD(c) is Board Certified in Periodontics, both in Canada, as a Fellow of the Royal College of Dentists, as well as in the United States, as a Diplomate of the American Board of Periodontics. Dr. Goldstein has over 40 years of experience in his field. Dr. Goldstein has excellent academic credentials, including 15 years as an Assistant Clinical Professor at Yale University School of Medicine. He is currently an Adjunct Faculty member at Nova Southeastern University. He has placed thousands of dental implants during his career and is currently licensed in New York. Dr. Goldstein has been offering litigation support services to attorneys for over 25 years. He is an excellent writer, an articulate speaker and an experienced teacher. He understands both patients and dentists. Areas of Expertise:

Dental Implants Dental Implant Surgery Dental Surgery Oral Surgery Gum Disease Periodontics Infection in the Mouth Loss of Teeth Failure to Diagnose

Problems with Crowns Poor Dental Esthetics Extractions Bone Loss Decay Sinus Perforation Loss of Teeth Loose Teeth Dental Malpractice

View Dr. Goldstein's Consulting Profile.

John T. Foster is the President and CEO of Bedford and Main Financial Consulting, which provides specialized consulting services primarily for broker-dealers and RIAs. Bedford and Main is listed in the FINRA Compliance Vendor Directory. 

Mr. Foster calls upon his in-depth knowledge of broker-dealer management, operations and compliance to offer expert opinions and testimony. He has testified for both sides of the legal table in civil cases and FINRA arbitrations, promoting high standards of fairness for broker-dealers. 

Mr. Foster specializes in clearing services and industry infrastructure litigation, along with Anti-Money Laundering (AML) issues for broker-dealers. Prior to founding Bedford and Main in 2011, he worked for 13 years in level positions for a large, multi-national clearing firm, allowing him to develop expertise with foreign accounts and anti-money laundering issues. He later served as the President/CEO of an independent broker-dealer, where he was responsible for a retail-based business and online brokerage services. The experience provided John with a uniquely relevant understanding of core SEC and FINRA compliance issues, such as suitability, supervision, senior issues, churning, and written supervisory procedures. He is proficient in matters related to client and firm interactions with both Financial Advisors and Online firms.

Advantages of our litigation services:

• Senior Level Experience - Decades of diverse high-ranking management experience in the broker-dealer industry.
• Previously held Series, 3,7,24, 27, 63.
• Still Actively Engaged – John's expert witness business is a natural extension of his core consulting services. He is a CAMS Certified Anti-Money Laundering Specialist who annually conducts many independent AML reviews. John is also certified as a FINRA Dispute Resolution Arbitrator

- It would not be possible to hold to our standards of supporting the industry if we were not selective as to specific issues and our ability to ethically provide an expert opinion.

Areas of Expertise:

Clearing Firms / Broker-Dealer Operations Suitability Supervision Churning Senior Issues Online Web Brokers Complex Corporate Actions SEC Direct Market Access (15c3-5)

FINRA Compliance Anti-Money Laundering Specialist (FINRA 3310) Written Supervisory Procedures (WSPs) Foreign Accounts Private Security Transactions Outside Business Activities Master Accounts and Sub-accounts (FINRA 10-18) Financial Advisor Supervision

View John T. Foster's Consulting Profile.

Janet L.Taylor,  BSN, CEN, CFRN, NREMT-B, is a Nurse with over 20 years of experience, the majority of which has been spent in Emergency Medical Service / Emergency Room and Critical Care Transport. Ms. Taylor has experience in all levels of EMS and Critical Care transport, from types of scenes to inter-facility transports. She has worked in various areas including ER, Medical / Surgical, Labor and Delivery, Intensive Care Unit, and Outpatient.

A Certified Flight Nurse, Ms. Taylor works with Life Flight Eagle, a non-profit organization that provides life-saving helicopter transport for critically ill and injured patients in Kansas and Missouri communities surrounding Kansas City.  

Consulting Services - Ms. Taylor also works as a consultant, researching current evidence-based practices to update current policies for patient care. She writes modules for online education and her employer's education department. She consults independently with a small rural hospital in creating customized education modules to improve their staff education offerings.

Ms Taylor has been chosen to speak at various EMS conferences all over the nation, offering up to date content for continuing education and improving patient care. She is also employed by University of Maryland Baltimore County as an adjunct instructor.

Litigation Support - Ms. Taylor is an EMS / ER, Critical Care Transport Subject Matter Expert providing chart review, standard of care, and deposition services. She is available to attorneys representing plaintiff and defendant.

Areas of Expertise:  

Emergency Medical Services Critical Care Transportation Standards Ambulance / Emergency Transport Clinical standards Inter-facility Transport Standards

Flight Nurse Standards Paramedic Standards Emergency Room Nurse Standards

Steven A. Bernstein, DPM, FACFAS, FASPS, is a Doctor of Podiatric Medicine who specializes in Foot and Ankle Surgery. Dr. Bernstein is Chief of Foot and Ankle Services and Podiatric Surgery at Hudson Regional Hospital, Secaucus NJ.  Dr. Bernstein's main office is in Fort Lee, NJ however sees patients in NY as well,  at Citimed, Complete Medical Care Injury Doctors serving Brooklyn, the Bronx, Queens, and New York, New York. He reviews cases from all over the country. Dr. Bernstein is well versed in all types of Forensic Medical Legal cases. He also served as an Expert Medical Advisor (EMA) in the Division of Workman Compensation for the State of Florida for a period of seven years.

Litigation Support - Dr. Bernstein has over 30 years of experience performing Independent Medical Examinations (IMEs) and 2nd Opinions for cases involving Trauma and Reconstructive Foot and Ankle Surgery. He has provided over 1,000 IMEs and been deposed and/or testified approximately 500 times for attorneys representing plaintiff and defendant. Dr. Bernstein offers litigation support services in New Jersey, New York, and Florida and the rest of the country.

Areas of Expertise:

Podiatric Surgery Foot Trauma Surgery Foot and Ankle Reconstructive Surgery Complex Revision Surgery of the foot and ankle Complex Regional Pain Syndrome (CRPS) Failed Foot and Ankle Surgery

Charcot / Residual Clubfoot Deformities Limb Salvage and Preservation External and Internal Fixation Techniques Ankle and Small Joint Arthroscopy Ankle, Heel, Foot Pain Management Sports Injuries

Fort Lee Office 1608 Lemoine Ave, Suite 205 Fort Lee, NJ 07024 Telephone: 201-482-8236

Hudson Regional Hospital Office 55 Meadowlands Parkway Secaucus, NJ 07094 Telephone: 201-482-8236

Gerald W. Smetana, MD, Board Certified in Internal Medicine, is a General Internist with over 33 years of experience in an academic primary care practice at Beth Israel Deaconess Medical Center in Boston. He is also a Professor of Medicine at Harvard Medical School where he teaches internal medicine to medical house staff and also extensively to practicing clinicians in continuing medical education settings. 

Practicing in an outpatient setting, Dr. Smetana cares for a panel of patients that is weighted towards those with multiple chronic illnesses and high disease complexity. In addition to all aspects of office based general internal medicine, his areas of interest include Preoperative Medical Evaluation, Hypertension, and Headache.

 Dr. Smetana has been repeatedly selected as a Best Doctor in a national survey and has received a national award for scholarship in medical education. He publishes in the peer reviewed medical literature and medical texts, has edited textbooks, and has helped to develop national guidelines on topics in internal medicine. He has been invited to deliver seminars and presentations on various topics within his area of expertise nationally and internationally.

 Litigation Support - Dr. Smetana reviews cases for both plaintiffs and defendants, and has testified at deposition and trial as an expert more than 45 times. He has reviewed several hundred medical malpractice cases over the past 10 years both for plaintiffs and doctors. Dr. Smetana also consults for risk management insurers. His primary care, record review, and medicolegal consultation services are available throughout the United States.

Brian H. Kelley is a seasoned Banking Executive, Lender, and Attorney with over 30 years of experience in lending, top management, and legal positions for both regional and larger commercial banks in California, Arizona, Washington, and Oregon. He has served as the CEO of three successful community banks and the head of a Multi-Billion Dollar lending group with a large international bank.

Litigation Support - Mr. Kelley provides expert testimony and litigation support to attorneys representing financial institutions, businesses, and individuals. His expert witness services include analysis of key issues, case strategy, depositions, opinions, and court testimony.

Mr. Kelley's expertise has been called upon in State, Federal, Bankruptcy, and Arbitration Courts, having testified on behalf of FDIC, major banks, and financial institutions. He is a qualified expert in eights states and the District of Columbia.

Areas of Expertise:

Consumer and Commercial Lending Loan Underwriting Bank Operations Bank Compliance Federal and State Regulation Credit and Collection Practices

Bank Governance Lender Liability Loan Policy and Guidelines Loan and Credit Review Loan Workout Loan Modification and HAMP Programs

Education / Training: BA and JD from Brigham Young University. Extensive professional course experience in loan underwriting, credit analysis, corporate finance, lending practices, etc.

Degrees / Certifications: Admitted to the California, Utah and Hawaii Bar Associations. Past Director of Western Independent Bankers, California Bankers, American Bankers Association and Mortgage Bankers of America.

View Brian Kelley's Consulting Profile.

Elbridge F. Bills, MD, FACOG, is a board certified OB/GYN with over 20 years of clinical experience in Obstetrics & Gynecology. Dr. Bills is a graduate of Emory Medical School and received a Master's degree in Metabolic & Nutritional Medicine from the University of South Florida.

With a full-time practice caring for and managing low and high risk pregnancies and deliveries, Dr. Bills also has an active gynecological practice including hysteroscopic, laparoscopic, and robotic procedures. He is licensed in both Georgia and Florida.

Dr. Bills is Board Certified by the American Board of Obstetrics and Gynecology, a member of the American Association of Gynecological Laparoscopists, the American Institute of Ultrasound in Medicine, and the International Society of Ultrasound in Obstetrics and Gynecology.

Litigation Support - Dr. Bills offers expert witness services to attorneys representing plaintiff and defense. He is available for cases involving medical malpractice and other OB-GYN related injuries. His services include medical record review, thorough reporting, depositions, and trial testimony as needed.

Areas of Expertise:

Normal & High Risk Pregnancies Hysteroscopic Gynecology Laparoscopic Gynecology Reconstructive and Robotic Surgery

Gynecological Ultrasound Integrative Medicine Hormone Therapy Testosterone Therapy

Marguerita M. Cheng, CFP®, CRPC®, RICP®, CDFA™, Chief Executive Officer at Blue Ocean Global Wealth, is a Certified Financial Planning Expert with 18 years of experience. Prior to co-founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. Ms. Cheng is a past spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. She is a CFP® professional, a Chartered Retirement Planning CounselorSM, a Retirement Income Certified Professional® and a Certified Divorce Financial Analyst. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Ms. Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. She served on the Financial Planning Association (FPA) National Board of Directors from 2013 – 2015 and is a past president of the Financial Planning Association of the National Capital Area (FPA NCA). 

Marguerita Cheng CNBC Interview on Social Security 

Awards and Honors - Ms. Cheng is a recipient of the Ameriprise Financial Presidential Award for Quality of Advice and the prestigious Japanese Monbukagakusho Scholarship. In 2017, she was named the #3 Most Influential Financial Advisor in the Investopedia Top 100, a Woman to Watch by InvestmentNews, and a Top 100 Minority Business Enterprise (MBE®) by the Capital Region Minority Supplier Development Council (CRMSDC).

Litigation Support - Ms. Cheng serves as a Women’s Initiative (WIN) Advocate and subject matter expert for CFP Board, contributing to the development of examination questions for the CFP® Certification Examination. She also volunteers for CFP Board Disciplinary and Ethics Commission (DEC) hearings. Services to attorneys representing plaintiff and defendant include financial due diligence, thorough reporting, depositions, and trial testimony as needed.

Areas of Litigation Expertise:

Financial Planning Issues Social Security Elder Financial Abuse

Financial Planner Standard of Care Financial Planner Code of Ethics Investor Rights