Steven Sutherland

Steven Sutherland
CPA, CFP®, CFE
Steven Sutherland

CPA, CFP®, CFE

Steven Sutherland

CPA, CFP®, CFE

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Professional Experience

Steve Sutherland is a forensic accountant and has been a CPA for over 25 years. Prior to joining Morones Analytics, he worked at KPMG Peat Marwick as an auditor, and as an investment adviser and registered representative at Ameriprise Financial.

Having been a controller, business owner, and private wealth advisor, Steve brings expertise to cases involving investment accounts and financial advisors.

Services Provided

  • Forensic accounting
  • Fraud investigation
  • Forensic analysis of investment accounts

Professional Credentials & Associations

  • Certified Public Accountant, Oregon (CPA)
  • Certified Fraud Examiner (CFE), Association of Certified Fraud Examiners
  • Certified Financial Planner (CFP®), CFP Board
  • Series 7 General Securities Representative – license inactive
  • Series 63 Uniform Securities Agent State Law Examination – license inactive
  • Oregon Health & Life Insurance – license inactive
  • Master of Science, Industrial Engineering, Stanford University
  • Bachelor of Science, Industrial Engineering, Stanford University

Professional and Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Association of Certified Fraud Examiners (ACFE)
  • Oregon Association of Certified Fraud Examiners (OACFE)
  • West Linn Rotary Foundation, Treasurer
  • West Linn Rotary Club, Service Committee
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