North Fork Securities Lawyers

Jeffrey Lendrum’s practice is devoted to representing clients with disputes involving financial fraud, investment loss recovery, financial advisor malpractice, financial elder abuse, and breach of fiduciary duty.

Mr. Lendrum is recognized by his peers as a leader in investment fraud litigation and has received the distinguished AV Preeminent rating each year since 2001. This rating is awarded to select attorneys who demonstrate preeminent legal abilities and the highest ethical standards.

As a former prosecutor, federal law clerk, and lawyer for fortune 500 companies, Mr. Lendrum has the knowledge, experience and track record to create winning strategies for his clients. Whether your...

Marnie C. Lambert, the founding member of Lambert Law Firm, LLC, is licensed to practice law in all state courts and federal district courts in Ohio and California. She has spent most of her legal career representing consumers in complex civil litigation, commercial litigation, securities litigation and class actions. She has also represented clients seeking recovery for personal injuries, wrongful death and various business torts. Ms. Lambert received her juris doctorate from Pepperdine University School of Law in 1992. She spent the first five years after law school working in Los Angeles, California for a large international law firm....

Areas of Expertise

Business advice and counseling
Contract drafting and review
Corporate structure and transactions
Licensing and regulation
Employment and labor negotiation
Insurance coverage and claims handling
Education

B.A., Colgate University, 1991
Phi Beta Kappa, Magna Cum Laude
J.D., University of Wisconsin Law School, 1994

Martin is an experienced business attorney who facilitates transactions while minimizing the risks and pitfalls facing his clients. Martin takes a “can-do” approach to legal problems that focuses on crafting deals through an integrative and value creating process rather than conflict.

The Carlson Law Firm, APC was formed in 2001 by Mr. Carlson with the intent to specialize in securities law claims. Prior to that Mr. Carlson was a law clerk to a Federal Bankruptcy Judge and then worked at the San Diego Law Firm of Ault, Deuprey, Jones and Gorman specializing in business litigation. He then bacame a Partner at Brewer & Carlson, LLP practicing primarily in securities law claims. The Carlson firm primarily represents plaintiffs in claims against their financial advisors, brokers and brokerages. The team at the Carlson Law Firm emphasizes direct personal attention with...

As an associate attorney of Shepherd Smith Edwards & Kantas LTD LLP, Ryan Cook maintains an active securities arbitration and litigation practice. Mr. Cook has worked on numerous cases dealing with individual investors, high net worth and institutional investors, corporate executives, regional banks and municipal issuers.

Prior to beginning his law practice, Mr. Cook worked in the securities industry as a licensed and registered representative with a large broker/dealer. He received his Juris Doctor (JD) degree from South Texas College of Law, where he earned his degree Summa Cum Laude (with highest honor) as the graduating salutatorian. Mr. Cook...

For over a decade, I have been litigating complex, multi-district, and multi-party lawsuits. I recovered over two hundred million dollars in value for clients and literally changed the law to help protect them.

Because I am routinely involved in “bet the company” litigation, I face (teams of) the best attorneys in America. This forces me to compete at the highest levels and hone my craft. My competence in the most complex litigation makes victory in ordinary disputes easier. Your opponents play checkers while we play chess.

After considerable professional success, in 2016 I decided to take a sabbatical from the practice...

Kresimir Peharda is a corporate and M&A attorney.

Kresimir advises on commercial agreements, corporate and corporate governance, investment, M&A, and securities. He represents private equity funds, multi state operators, and public companies in acquisitions and vertically integrated companies in sales, financing and reorganization transactions.

Kresimir has represented companies in all stages of development from start-ups to public reporting companies in various industries including education, healthcare, real estate, technology and software. His clients benefit from his experience representing public companies and hands-on operational experience in three start-ups, two in healthcare and one in real estate.

His clients...

Phil Cook is a first-chair business trial lawyer with experience in jury and bench trials, as well as domestic and international arbitrations before AAA, FINRA and ICC panels. He has argued appeals in the Ninth Circuit and the California Court of Appeal.

Although Phil focuses on policyholder insurance recovery, corporate governance and partnership disputes, and securities and financial products claims, he has represented clients in individual and class action cases involving contract disputes, Business and Professions Code section 17200 claims and other business torts, antitrust and trade regulation, patent and trademark infringement, trade secrets, product liability and toxic torts, governmental...

Inna Efimchik has a corporate and securities practice, focusing on emerging growth companies and venture capital firms. Her practice includes general corporate counseling and securities advising, venture capital financings, debt transactions, corporate partnerships, and mergers and acquisitions. During her practice she has represented companies in a wide range of industries, including software, internet, mobile, life sciences, biotechnology, medical device, communications and clean technology. Prior to joining Emergence Law Group, Inna Efimchik practiced corporate and securities law in the emerging companies groups at Cooley LLP and, previously, at Heller Ehrman Venture Law Group. In 2005, Inna Efimchik earned a J.D. from University...

Mr. August has been practicing corporate and transactional law for over 30 years. He began his legal career in Washington, D.C., at the firm of Lane & Edson, where he was part of the team representing Wesray Capital on leveraged buyout transactions, and subsequently associated with the Washington, D.C. office of Dow, Lohnes & Albertson, where he serviced its telecommunications and other clients with corporate fundraising and strategic transactions. In 1990, he moved to California to serve in the Los Angeles office of Graham & James, handling securities, mergers & acquisitions and other transactions for its primarily international...

Chad M. Kohler, an associate attorney at Meyer Wilson, LPA, was born in Sidney, Ohio. He attended the University of Dayton and graduated cum laude in 1998 with a B.A. After earning his undergraduate degree, he attended the Case Western Reserve University School of Law and earned his J.D. in 2001. After graduating from law school, Mr. Kohler focused his practice on business litigation involving contracts, fiduciary relationships, and business torts. Later, he worked as a stockbroker at one of the nation's largest brokerage firms and obtained his Series 7, 63, and 65 securities licenses. In addition, Mr. Kohler has managed regulatory...

Terrance J. Evans is a partner in the Trial Practice Group of Duane Morris in San Francisco. He concentrates his practice in representing the financial services industry, which includes international, national and community banks; loan service companies; and insurance companies.

With respect to the insurance industry, Mr. Evans concentrates his practice in complex commercial litigation and policy interpretation and analysis. He has represented commercial primary, excess and umbrella insurers in a wide range of multimillion-dollar cases, including declaratory relief, bad faith, rescission, subrogation, indemnity, additional insurance, interpleader and reformation actions.

In relation to the banking industry, Mr. Evans has represented international,...

Mr. Wittenberg began a career on Wall Street 20 years ago. He then attended Berkeley Law where he focused his legal education and securities and business transactions. Upon graduating, Mr. Wittenberg was recruited by large law firms to work on tens of billions of dollars of securities offerings and business transactions. Mr. Wittenberg founded Wittenberg Law several years ago to provide more personalized service to people who are seeking representation from a law firm who will champion their cause, provide strategies and diligence that will achieve their goals, and assist in helping them be winners.

I am a trial attorney focused on serving clients in the areas of insurance coverage, securities litigation, and white collar criminal defense. I have represented mutual funds, corporations, Native American tribes, law firms, accounting firms, small businesses, and individuals as both plaintiffs and defendants in a variety of high-stakes disputes. Through my experience in private practice and as a former prosecutor, I have tried nearly fifty jury trials to verdict. In the area of insurance coverage, I have represented policyholders and other insureds in coverage disputes and civil actions alleging bad faith...

Ms. Truong's practice focuses on all aspects of civil litigation and general business litigation.

Ms. Truong joined Perry, Johnson, Anderson, Miller & Moskowitz in October 2018. Prior to joining the firm, she worked as a litigation attorney at two Am Law 100 firms in New York, New York, where she practiced in the areas of complex and multidistrict commercial litigation, contract disputes, data/records management, E-Discovery, cross-border litigation (including the U.K, France, Israel), securities litigation, corporate internal investigations, governmental investigations (including Securities Exchange Commission investigations and antitrust investigations from the Department of Justice and Federal Trade Commission), bankruptcy litigation (as a member...

Gordon Young is a 25-year litigator, specializing in financial, trust and securities litigation. Gordon tries and arbitrates cases for trustees, beneficiaries, financial professionals, investment advisors, stock brokers, Wall Street banks, and broker-dealers. These cases include civil, probate and regulatory claims based on breach of fiduciary duty, breach of trust, fraud, suitability, mismanagement of mutual funds and managed accounts, the prudent investor rule, as well as employee promissory notes, up-front loans, raiding, trade secret, unfair competition and related employment claims. Gordon has successfully assisted numerous investment professionals with FINRA related expungement actions. Gordon has been recognized eleven times...

LEGAL CAREER
Mr. Klein was admitted to the State Bar of California in January 1972 and practiced law in California continuously thereafter until his retirement from the international law firm, K&L Gates, effective March 1, 2014.
AREAS OF PRACTICE
Mr. Klein practiced in the areas of securities, mergers and acquisitions and other corporate transactions. He was lead counsel on scores of public offerings, representing both issuers and underwriters, for companies in such diverse industries as biotechnology, medical and research products, Internet and software companies and manufacturing and service companies. Mr. Klein represented underwriters ranging from regional investment banks to bulge bracket...

Since 1990, Bob Gonser has practiced in the securities area, including representation of public investors before the Financial Industry Regulatory Authority (formerly NASD), New York Stock Exchange and Pacific Exchange. He has successfully handled hundreds of cases involving losses sustained in brokerage accounts as a result of wrongdoing, mismanagement and fraud by brokers and brokerage firms. Over the years, Mr. Gonser's efforts have resulted in a multitude of awards and settlements for his clients including over $1.2 million in damages and interest for four employees of Cisco Systems in arbitration before the Pacific Exchange (Read the decision.) At Hunsucker Goodstein, he...

Anthony Geraci is the managing partner of the Geraci Law Firm. He is a leading expert in mortgage lending and securities law and has authored numerous articles on real estate finance and securities subjects. Mr. Geraci is a leader in creating national mortgage pools and mortgage funds as well as sophisticated net branching arrangements among several mortgage companies.

Matthew R. Wilson is a managing partner at Meyer Wilson, LPA. Born in Circleville, Ohio, he earned his B.A. in Philosophy from Denison University in 1997 graduating magna cum laude, Phi Beta Kappa. He went on to attend law school at the University of Virginia in Charlottesville, Virginia, where he earned his J.D. in 2000. After law school, Mr. Wilson spent two years working for Vorys, Sater, Seymour, & Pease LLP and another four years working for the international law firm Jones Day. During that time, he defended many of the world's largest financial institutions and other corporations in a variety...

Adept at crafting and executing on strategy, building teams, and partnering across functions to advance the business. I have rich experience in law, management and corporate development across diverse settings in terms of scale and geography. This has included advising startups, public companies and investors as outside counsel; serving as a legal and corporate development executive at an industry-leading public company with extensive global operations; and founding a real estate technology start-up. Strengths include: structuring and negotiating complex transactions; mergers & acquisitions; joint ventures; startups; venture capital financings; strategy; corporate governance; securities offerings; SEC reporting requirements; and global operations for complex...

Gerry Goldsholle is a nationally known expert in insurance and insurance law who uses his decades of knowledge and industry "insider" experience to help his firm's clients stop being taken advantage of by insurance companies and others seeking to wrongfully delay or deny claims or pay pennies on the dollar.

An honors graduate of the College of William and Mary and the Columbia University School of Law, Gerry later completed the Senior Executive Program at Stanford University's Graduate School of Business and the coursework for a Masters of Liberal Arts at Stanford. He also served in the Army...

Dallas Verhagen is an attorney at Fauver, Large, Archbald & Spray, LLP with a practice focused on transactional business matters. Dallas represents startups and small and large businesses in various industries, including tech, retail, manufacturing, transportation, professional services, marketing and media management, cosmetics, cannabis, food and beverage, and consulting. Dallas advises entrepreneurs, startups, and small and large businesses in all areas of business law, including the formation of business entities, negotiating and drafting employment agreements, implementing employee equity incentive agreements and plans, fundraising transactions, risk management, mergers and acquisitions, and more. Dallas also serves as outside general counsel for many...

Since 2004, Ms. Smith has dedicated her practice to representing individuals - including employees and consumers - in complex litigation against some of America's largest companies. She has successfully fought for these plaintiffs in cases involving labor law (wage and hour) violations, consumer fraud, unfair competition, securities fraud, antitrust, asbestos exposure and defective products.

Prior to joining Aegis Law Firm, Ms. Smith worked with the Hon. Scott B. Cooper at The Cooper Law Firm prior to him being appointed to a judgeship with the Orange County Superior Court, where they represented employees and consumers in wage and hour and consumer...

Mr. Morris is a former SEC Enforcement Attorney. He specializes in complex securities litigation with special emphasis in representing issuers, officers and directors, investment funds, analysts, and brokers in connection with Securities and Exchange Commission and Financial Industry Regulatory Authority investigations, litigation, and arbitration.

Joshua Waldman is a senior counsel whose practice focuses primarily on business disputes. Mr. Waldman began his legal career as an extern for the Honorable Napoleon Jones, Jr. from the U.S. District Court, Southern District of California. He was an associate for Walsworth, Franklin Bevins and McCall and Collins & Bellenghi, focusing on civil litigation, with an emphasis on business and employment disputes before joining BKCG. Since joining BKCG, Mr. Waldman has secured many positive outcomes for BKCG clients by winning dipositive motions, achieving extremely favorable settlements, and prevailing in multiple trials and arbitrations. Born in Phoenix, Mr....

David T. Bartels is an experienced business attorney, representing businesses, and their officers and directors, in government enforcement actions, class actions and complex commercial litigation, as well as transactional and regulatory issues.

His experience includes securities and government enforcement litigation, complex commercial litigation, and intellectual property litigation. Mr. Bartels advises corporate directors and defended individuals, companies, underwriters, financial institutions and accounting firms in shareholder class action and derivative lawsuits, merger and acquisition disputes and in proceedings before the Department of Justice, the Securities and Exchange Commission (“SEC”), the Financial Industry Regulatory Authority (“FINRA”) and the Federal Trade Commission (“FTC”). Mr. Bartels...

Hornstein Law Offices, Prof. Corp. is a 20-year old California-based law firm concentrating in business, securities, intellectual property and related transactions and litigation. We have served clients across the country and in abroad. Our client base ranges from individuals. start-up companies to multi-national corporations in all fields of business. Mr. Hornstein has been in practice for 30-years. Prior to HLO, he was with large international law firms and in-house corporate counsel. Please call to discuss any questions in these areas.

The Law Firm of Dennis G. Merenbach is a full service law firm representing and advising clients in the many different areas of law. Mr. Merenbach's academic credential and professional experience are of the highest caliber. Mr. Merenbach is committed to the pursuit of excellence, communicate effectively, and demonstrate personal and professional ethics, as well as the utmost concern for my clients.

Patrick Delahunty is a former federal prosecutor and a seasoned trial attorney with more than 15 years of experience litigating in federal and state courts. Patrick’s practice focuses on white-collar criminal investigations and litigation resulting from them, including regulatory issues and corporate litigation. He guides his clients with clear advice about their options, legal risks, and—most importantly—the full spectrum of their rights that he will vigorously protect. At each step of the way, he looks for efficient and cost-effective solutions. He has a long track record of securing successful outcomes for his clients with this approach. Prior to...