Forensic practice
Joe has performed economic loss appraisals and testified in state and federal courts for more than a decade. His damages work covers loss of earnings and earning capacity, loss of employee benefits, loss of household services, and life care plan valuations across personal injury, wrongful death, wrongful termination, commercial damages, professional malpractice, mortgage fraud, and FINRA matters.
Signature methodological work
Joe is widely cited for his work on the treatment of pension income under the collateral source rule, published in the Journal of Legal Economics. The rest of his peer-reviewed record concentrates on discount-rate methodology and medical price inflation forecasting, with eight publications across the Journal of Forensic Economics, The Earnings Analyst, and the Journal of Legal Economics, and recurring panel and discussant roles at the major forensic economics conferences.
Finance and economics background
Before his forensic practice, Joe spent more than two decades in secondary-mortgage-market portfolio management and financial data systems. He served as Director of Financial Data Integrity at Fannie Mae from 1997 to 2008 and as Director of Portfolio Management and Pricing at Fannie Mae from 1988 to 1997. He began his career as an economist at the Gas Research Institute and the MITRE Corporation.
He holds an M.B.A. from the University of Chicago in finance, accounting, and statistics, an M.A. in economics from Virginia Tech, and has held the Chartered Financial Analyst designation since 1999.
Selected publications
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Pension Treatment under the Collateral Source Rule
Journal of Legal Economics 26(1-2), 2020
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Assessing Economic Damages in Personal Injury and Wrongful Death Litigation: The State of Maryland
Journal of Forensic Economics 29(2), 2021
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Discounting Damage Awards Using the Zero Coupon Treasury Curve
Journal of Forensic Economics 21(2), 2010
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CMS Health Care Price Projections and Issues for Economic Damages Experts, Updated for 2021-2030
The Earnings Analyst 18, 2022
Credentials
- Chartered Financial Analyst (CFA), 1999
