Expert Witness

I have 15 years of experience in public finance and budgeting and am a Certified Government Financial Manager. I have worked as an expert witness on a variety of matters in federal courts, state courts, and Securities and Exchange Commission enforcement actions. What follows here is a brief description of my expertise and recent engagements. Upon request, I'm happy to share references, and current rates.

I work in subject areas including, but not limited to:
  • Public capital markets - tax-exempt bonds, municipal market structure, municipal bond pricing, variable rate bonds, municipal derivatives, municipal credit default swaps
  • Government cost accounting - estimated costs of local government services, indirect cost allocation, cost recovery policies, benefit-cost analysis
  • State and local fiscal policy - state and local taxation, public pensions, other post-employment benefits, public-private partnerships, government financial health
Recent engagements include:
  • Computed a valuation of core local government services delivered to a Tribal Reservation. Client in this matter was a county government.
  • Evaluated the implications for state and local governments of alleged manipulation of the London Inter-bank Offered Rate (LIBOR). Client in this matter was an international investment bank.
  • Compared the costs of pre-trial diversion programs delivered by county prosecutors in Washington State to the costs of similar programs delivered by third party providers. Client in this matter was a third-party program provider.
  • Assessed allegations of unfair pricing of a privately-placed municipal bond offering. Client in this matter was a municipal bond underwriter.