La Jolla Cove San Diego

Team Profiles

Our Consultation and Litigation Team

Lisa Roth

Lisa Roth

Co-Founder, Managing Member, and President

Lisa Roth is an executive with leadership and entrepreneurial experience in the financial services industry. She brings decades of expertise in regulatory compliance and litigation support to every engagement.

David Martin

David Martin

Vice President and Managing Member

David Martin is a seasoned financial services executive with over 30 years of experience in the investments industry, providing expert guidance on regulatory matters and compliance challenges.

Eric Sams

Eric Sams

Consultant

Eric Sams is the president of E&E Financial Services, Inc., bringing extensive knowledge of financial services regulations and compliance to the Monahan & Roth team.

Alfred Monahan

Alfred Monahan

Co-Founder

Forever, our hearts will be filled with fond memories, lasting impressions, and gratitude for the wisdom and dedication Al brought to this firm and to the industry he loved.