Principal, Falk Financial Analysis
441 Bloom Lane
Novato, CA 94947
Virtual Testimony, Zoom, Zoom Testimony, Securities Account Analysis, Damages Expert, Performance Analysis, Damages, Litigation Consulting, Profit and Loss, Damage Calculation, Calculation of Damages, Custom Exhibit Design, Demonstratives, Cost to Equity, Turnover, Timeline, Market Adjusted, Well Managed, Model Portfolio, Concentration By Sector, Account Analysis, Damages Consulting, What If, But For, Intra Industry, Margin, Options, Stocks, Bonds, UITs, ETFs, Mutual Funds, Alternative, Annuities, REITs, Private Placements, Hedge Funds, Nontraded REITs, Oil & Gas, Oil and Gas, Risk, Volatility, Standard Deviation
Elizabeth Falk is the Founder and Principal at Falk Financial Analysis, a firm specializing in Securities Account Analysis and Intra-Industry Dispute reports, Litigation Consulting, and Damages Expert testimony. Over the past 20 years in practice, she has prepared reports in more than 1,500 cases and testified more than 70 times in arbitration (FINRA and AAA) and court.
Elizabeth is the current President and Webcast Committee Chair for the Securities Experts' Roundtable (SER). Before this current role, she served two years as SER’s Treasurer and FinCom Chair. She has served on SER’s Board of Directors for the past five years and has been a Contributing Editor for SER’s publication, “The Expert’s Examiner,” since its inception in early 2019.
Elizabeth is the current Moderator for the SER’s ongoing “Zoom Testimony” live webcast series (started in June 2020.) She has previously been a Speaker on the "Damages and Remedies" Panel at the NYSBA Securities Arbitration 2020:Deep Dive event in New York City in March of 2020, in the “Best Use of Experts in Every Type of Arbitration Case” sessions at the 2019 PIABA Annual Meeting in Texas, in the "Demonstrative Exhibits" session at the 2010 PIABA Annual Meeting in Florida, and on the "PIABA Nuts and Bolts Panel" at the 2003 PIABA Mid-Year Meeting in California.