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Robert Valker, CFE, CRCP

J.S. Held Acquires Shechter & Everett to Expand Forensic Accounting Capabilities for Family Law Disputes in Florida

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Robert "Bob" Valker is a Senior Managing Director in J.S. Held’s Financial Services practice. He provides independent forensic accounting, data analytics, and expert testimony in complex disputes, enforcement actions, and internal investigations across the financial services industry.

Bob has testified in FINRA and AAA arbitrations, as well as in state and federal courts, where he translates extensive trading and investment data into clear, defensible findings. He leads a national team of analysts and subject matter experts, delivering credible, data-driven analysis and expert insights into high-stakes litigation and regulatory matters.  This work includes extensive experience in matters involving Financial Lines insurance claims, including Directors & Officers (D&O), Errors & Omissions (E&O), Fiduciary Liability, and Financial Institutions coverage.

Key Expertise

  • Financial Investigations & Fraud
  • Investment Portfolio Analysis & Damages
  • Data Analytics
  • Securities Litigation
  • Regulatory Compliance

Professional Affiliations/Memberships/Licenses/Training

  • Certified Fraud Examiner (CFE), 2014
  • Certified Regulatory and Compliance Professional (CRCP), 2016
  • Certified Securities Compliance Professional (CSCP), 2024
  • FINRA Securities Industry Essentials (SIE), 2023