Peter J. Klouda, MBA

Peter Klouda is a Director at Bates Group, where he uses his experience in accounting and finance to provide detailed forensic analyses of account activity related to securities litigation cases. Before joining Bates Group, Mr. Klouda was a manager and senior associate with LECG and Bates Private Capital Incorporated, a firm providing litigation consulting, financial analysis, market trend research, and expert testimony for securities and other financial-related matters.

Mr. Klouda was a financial advisor with Merrill Lynch where he helped develop strategies designed to meet client’s financial goals, researched suitable stocks, bonds, mutual funds and money managers for client portfolios. He was also a Consumer Loan Assistant with Santa Barbara Bank and Trust. He was responsible for coordinating consumer loan packages between customers and bank branches.