Fred Whittlesey

Mr. Fred Whittlesey

Compensation Venture Group, SPC
10620 NE Valley Road
Bainbridge Island, WA 98110
Mobile: 206-388-9068
Introduction

Internationally-recognized expert in executive compensation, stock-based compensation, and all aspects of employee compensation. Litigation expertise in employment contracts, disputes regarding stock options, restricted stock, phantom stock, profit sharing, equity participation, and incentive compensation.

Services include expert testimony, evaluation of case theories and themes, literature searches, development of questions for depositions, evaluation of strengths and weaknesses of case, guidance on demonstrative aids, insight into technical issues, and assistance with requests for documents and evaluation of evidence.


Areas of Expertise
  • Business
  • Business Valuation
  • Compensation
  • Labor Law
  • Statistics
  • Stocks & Bonds

Expert Background
Q: Please list your professional accreditations, degrees, licenses, and certificates granted:
A: MBA - UCLA; Certified Equity Compensation Professional (CECP); Certified Compensation Professional (CCP); Certified Equity Professional (CEP); BA - Industrial-Organizational Psychology
Q: Please list your affiliations or memberships in any professional and/or industry organizations:
A: WorldatWork (formerly the American Compensation Association); Global Equity Organization; National Association of Stock Plan Professionals; Certified Equity Professionals Institute
Q: Please list any teaching or speaking experience you have had, including subject matter:
A: Adjunct Professor, Seattle Pacific University (current); Guest Lecturer, University of California, Irvine (current); Faculty Member, WorldatWork, 1996-2008, courses in Executive Compensation, Advanced Executive Compensation, Accounting and Finance for HR Professionals; Lecturer for UCLA Anderson School of Management, MBA program and Management Development for Entrepreneurs program; instructor for UCLA Extension in Financial Aspects of Human Resources Management. Delivered more than 250 conference presentations, webinars, seminars, and courses.
Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)
A: No
Q: On how many occasions have you been retained as an expert?
A: Approximately 50
Q: For what area(s) of expertise have you been retained as an expert?
A: Executive compensation, equity-based compensation, loss of earnings, employment agreements, employment contracts, reasonableness of compensation
Q: In what percentage of your cases were you retained by the plaintiff?
A: 55%
Q: In what percentage of your cases were you retained by the defendant?
A: 45%
Q: On how many occasions have you had your deposition taken?
A: Approximately 10
Q: When was the last time you had your deposition taken?
A: 2023
Q: On how many occasions have you been qualified by a court to give expert testimony?
A: Approximately 10
Q: On how many occasions have you testified as an expert in court or before an arbitrator?
A: 12
Q: For how many years have you worked with the legal industry as an expert?
A: 35
Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)
A: Consulting, research, analysis, document review, data review and analysis, competitive market review, evaluation of case theories and themes, literature search, evaluation of strengths and weaknesses of case
Q: What is your hourly rate to consult with an attorney?
A: $725; support rates range from $375 to $525
Q: What is your hourly rate to review documents?
A: $725
Q: What is your hourly rate to provide deposition testimony?
A: $725; do not charge for travel time
Q: What is your hourly rate to provide testimony at trial?
A: $725; do not charge for travel time
Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)
A: Any out of pocket expenses as a direct result of the assignment. Lower hourly rates for lower-level tasks and staff.

References

Victoria McLaughlin
Strading (Stradling Yocca Carlson & Rauth)
Newport Beach, CA
VMcLaughlin@stradlinglaw.com

Tucker Atkins
Strading (Stradling Yocca Carlson & Rauth)
Newport Beach, CA
tatkins@stradlinglaw.com
949-725-4081

Theodore A. Kittila
Managing Partner
Halloran Farkas + Kittlia
Wilmington, DE
tk@hfk.law
302-257-2025

Chris Mason
Jeff Smyth
Smyth & Mason, PLLC
710 Fifth Avenue, Suite 7100
Seattle, WA 98104
cmason@smythlaw.com
206-621-7100