Ross Tulman |
Work: 614 854-9950
Cell: 614 537-6510
Broker Dealer cases - liability and damage issues;
Investment Advisor cases - liability and damage issues;
Private Wealth Management cases - liability and damage issues.
Ross Tulman began his career in the financial services industry as a Series 7 Registered Representative in 1982. Mr. Tulman has been a Registered Investment Advisor since1985. Today he is the Senior Partner of Trade Investment Analysis Group in Columbus, Ohio. Mr. Tulman founded the firm in 1985 to manage investment portfolios of high net worth individuals, small businesses and retirement plans. TIA Groupís current focus is to provide expert witness services to counsel engaged in securities and investment arbitration and litigation.
Mr. Tulman has been an active participant in the dispute resolution process for 30 years. He began his career as an expert witness after the 1987 stock market crash. He has been retained to consult and testify regarding the full spectrum of issues frequently contested in brokerage and investment advisory matters. He has provided testimony in both state and Federal court, and in arbitrations before the Financial Industry Regulatory Authority (formerly the National Association of Securities Dealers), the American Arbitration Association, the New York Stock Exchange, Judicial Arbitration and Mediation Services, and several other forums. Ross has testified on behalf of institutional and public customers, broker/dealers, investment advisory firms, and banks throughout the country. He is one of the few experts who is routinely consulted and retained on behalf of both claimants and respondents, and plaintiffs and defendants. He has appeared in numerous high profile interesting and complex matters.
Mr. Tulman serves on the Board of Directors of the Securities Expertsí Roundtable (SER). The membership of SER consists of many of the top securities and investment experts in the country. Ross served as the President of SER in 2006-2007 and again in 2016-17. Ross has been a frequent public speaker on topics concerning securities arbitration, most notably with the Practising Law Institute. He has published a number of articles related to the practice of experts in arbitration. He serves as an arbitrator for FINRA and the NFA and has occasionally been retained as a mediator.
Mr. Tulman earned a BA in English from Emory University, an MBA in Taxation from Xavier University and an MS in Finance from Johns Hopkins University.