Elizabeth Falk

Principal, Falk Financial Analysis
441 Bloom Lane
Novato, CA 94947

Work: (415)472-1655
Cell: (415)786-3540

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 that specializes in Securities Account Analysis and Intra-Industry Dispute reports, Litigation Consulting, and Damages Expert testimony.

Over the past 20 years in practice, Elizabeth has prepared reports in more than 1,500 cases and testified more than 70 times. The majority of those have been FINRA cases.

Elizabeth is the current President-Elect and 2020 Conference Chair for the Securities Experts' Roundtable. Prior to this current role, she served 2 years as SER’s Treasurer and FinCom Chair. Elizabeth has served on the Board of Directors for the past 4 years. She has also been a Contributing Editor for the Securities Experts Roundtable’s publication, “The Expert’s Examiner”, since its inception in early 2019.

Elizabeth has previously been a speaker at the New York State Bar Association's "Securities Arbitration 2020: Deep Dive" event in New York City in 2020, in the “Experts’ Roundtable” and “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.

Curriculum Vitae