Expertise
Broker Dealer cases - liability and damage issues;

Investment Advisor cases - liability and damage issues;

Private Wealth Management cases - liability and damage issues.
(For search purposes, not intended to be a comprehensive list)
Ross Tulman   

TIA Group

Work: 614-854-9950
Cell: 614-537-6510
rpt@tiagroup.com
Expertise
Broker Dealer cases - liability and damage issues;

Investment Advisor cases - liability and damage issues;

Private Wealth Management cases - liability and damage issues.
(For search purposes, not intended to be a comprehensive list)

Ross Tulman began his career in the financial services industry in 1982 as a Series 7 Registered Representative. Mr. Tulman has been a Registered Investment Advisor since 1985. Today he is the Managing 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 investment advisor and brokerage arbitration and litigation.

Mr. Tulman has participated in the dispute resolution process for more than 30 years. His firm has been retained to consult and testify regarding the full spectrum of issues frequently contested in investment advisory and brokerage matters. He has provided testimony in both State and Federal court, and in arbitrations before the Financial Industry Regulatory Authority, 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 has appeared in numerous high-profile and complex matters.

Mr. Tulman is a founding member of the Securities Experts Roundtable (SER). The membership of SER consists of many of the top securities and investment experts in the country. Ross served for three terms on the SER Board of Directors and as President 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 several articles related to the practice of experts in arbitration. He serves as an arbitrator and mediator for FINRA. Mr. Tulman earned earned a BA in English from Emory, an MLA from Johns Hopkins, an MBA in Taxation from Xavier (Cincinnati), and an MS in Finance from Johns Hopkins.

SER Voting Member