With four decades of experience in the statistical analysis of financial, investment, and banking accounts, Patricia Koetting has contributed expert analysis to more than 2,000 matters encompassing well over 5,000 individual accounts. Her early career included working closely with some of the field’s most respected experts, experience that led to her recruitment by a major broker‑dealer to build and manage the P&L Analysis function within its legal department. She designed the group’s analytical framework, reporting standards, and internal procedures.
Ms. Koetting's expertise has been recognized in more than 50 testimonies before AAA, FINRA (formerly NASD), NYSE, and JAMS panels, as well as State and Probate Court, where she has explained both her methodology and the conclusions reflected in her schedules.
A magna cum laude graduate of NYU’s Stern School of Business, Ms. Koetting holds a bachelor’s degree in Finance and International Business. She is an active member of the Securities Experts Roundtable, where she serves as Executive Director and previously spent eight years on the Board, including terms as President and Treasurer, along with service on several committees.
SER Voting Member
Curriculum Vitae