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About

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Employees | 5 Contacts

Headquarters

5005 Meadows Rd, Ste 300, Lake Oswego, OR 97035-5272, USA

Overview

Leading Financial Services Consulting Firm Specializing in Litigation and Compliance Solutions

Bates Group is a leading financial services consulting firm in the United States, offering services in litigation consultation and expert testimony.

With a team of 175 industry experts and consultants, the firm provides regulatory and internal investigations, compliance and AML solutions, state licensing support, PL reports, damages consulting, and big data analyses for financial institutions.

Bates Group serves established and start-up broker-dealers, investment advisers, and funds, understanding the intricacies of their needs and offering customized solutions delivered by a team of former industry practitioners. The firm's comprehensive services help clients navigate complex legal and regulatory challenges while optimizing their operations and growth strategies.

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Jennifer Stout

Bates Group LLC

CEO

Alex Russell

Bates Group LLC

Managing Director, Institutional and Complex Litigation

David Birnbaum

Bates Group LLC

Managing Director

Ira Hammerman Featured

Bates Group LLC

Managing Director

Locations (2)

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Headquarters

5005 Meadows Rd, Ste 300, Lake Oswego, OR 97035-5272, USA

Lake Oswego

5005 Meadows Rd, Lake Oswego, OR 97035-5272, USA

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Bates Group LLC

Bates Group LLC

About

Overview

Leading Financial Services Consulting Firm Specializing in Litigation and Compliance Solutions

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Jennifer Stout

Alex Russell

David Birnbaum

Ira Hammerman Featured

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