Principal, Falk Financial Analysis
441 Bloom Lane
Novato, CA 94947
BACKGROUNDIndependent consultant with over 15 years experience producing statistical analysis reports of securities accounts. Retained by securities attorneys, expert witnesses, individual investors, and brokerage firms representing both Claimants and Defendants. Produced analysis reports in more than 1000 cases since opening Falk Financial Analysis (formerly known as Finance Outsource) in 2000.
Testified in more than sixty FINRA (NASD) and AAA hearings as well as in court.
Bachelor of Arts in Political Science · University of California at Davis – Davis, CA (1996)
AFFILIATIONSSecurities Experts’ Roundtable – Voting Member 1/2009 to Present
University of San Francisco School of Law – San Francisco, CA 9/2006 to Present
Adjunct ProfessorTeach calculation of damages and related topics to second and third year law students in the Investor Justice Project class and clinic. Have been lecturing on this subject to USF law students since the spring of 2005.
University of San Francisco School of Law – San Francisco, CA 9/2005 to Present
Member of the Board of Advisors for the Investor Justice ProjectAppointed to this position in September of 2005.
Albany Law School – Albany,
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