Joseph I. Rosenberg, is a Forensic Economist and Financial/Economic Consultant.  He is an Economist and Financial Analyst with advanced degrees in Economics and Business Administration (with concentrations in Finance, Accounting and Statistics).  In addition, he holds the Chartered Financial Analyst (CFA) designation and has over 40 years of experience in finance and economics.

As a Forensic Economist, Mr. Rosenberg offers Expert Testimony and Litigation Support services  in many states and federal jurisdictions.  He produces economic loss appraisals for plaintiff or defense in the following practice areas:  Personal Injury (PI), Wrongful Death (WD), Wrongful Termination (WT), Medical/Professional Malpractice, Commercial Damages, Business Interruption/Lost Profit, Mortgage Fraud, Damaged Credit, FINRA Arbitration Hearings, and Divorce/Family Law.

Mr. Rosenberg is a widely recognized expert in various topics.  These include discount rate methodologies to calculate damage awards, methodologies applied to medical price inflation forecasting, and pension treatment under the collateral source rule. He has been published eight times in peer-reviewed journals on topics related to these important issues: three times in the Journal of Forensic Economics, four times in The Earnings Analyst, and once in the Journal of Legal Economics.  Mr. Rosenberg also has been invited to write an Expert Opinion column in the NAFE Newsletter make a number of presentations to his peers and has been a chosen panel discussant at several forensic economics conferences in recent years.

Mr. Rosenberg also offers part-time financial and economic consulting services for individuals and couples, including budgeting and cash flow analysis, Social Security benefit analysis (e.g., when to start collecting), mortgage-related decisions (e.g., type of mortgage to obtain, rate/point tradeoff), and disability policy buyout decisions.

Over many years Mr. Rosenberg has demonstrated a strong track in economic and financial analytic methods used in portfolio management and in designing financial data systems used to forecast income and to manage risk in the secondary mortgage market. Until 2021, Mr. Rosenberg also provided his services as a trained mediator and collaborative professional involved in alternative dispute resolution, especially divorce/family law cases, utilizing his designation as a Certified Divorce Financial Analyst (CDFA).  He now focuses mainly on his forensic economics services.

Prior to 2008, he was at Fannie Mae for 20 years, where he was, among other positions, Director of Financial Data Integrity in the Capital Markets Strategy Division.  Before that, he was an economist involved with the energy and utilities industries.

For many years, Mr. Rosenberg had also been the Chairman of the Investment Committee of the Jewish Social Service Agency of Washington DC, having served on the committee since 1997. In this volunteer position, he was responsible for managing the agency’s Endowment Fund, as well as assisting the CFO in managing its Pension Fund, including having assisted in its conversion from a Defined Benefit plan to a Defined Contribution/403-b plan.

Mr. Rosenberg has an MBA in Finance, Accounting and Statistics from University of Chicago and an MA in Economics from Virginia Polytechnic Institute.  Since 1999, he has held the Chartered Financial Analyst (CFA) designation, the premier designation worldwide for institutional money managers.