Fiduciary Duty Expert Witnesses in Connecticut
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Fiduciary Duty Experts in Connecticut
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Banking & Finance Expert Witness
This highly-qualified banking and finance expert has nearly 50 years of experience in the field. He earned his BA in economics from Pace University and completed graduate studies in finance at New York University. He currently holds a Series 65 registration and has previously held both Series 7 and 24 registrations. He is active in his field as a member of the executive advisory board for St. John's University's Department of Accounting and Taxation. For over 30 years, he worked at JP Morgan Chase in several roles. Most notably, he served as the head of market, credit, and operational risk for Chase asset management, the head of international funding for Chase's Manhattan Bank, and the managing director and head of fiduciary risk management. Throughout his career, he has gained experience in areas such as treasury management, financial markets, asset management, foreign exchange, derivatives, risk management, and fiduciary roles and responsibilities. Currently, this expert is the principal consultant for a risk management firm in Connecticut.
Principal Consultant, A risk management firm in CT
Bachelor of Arts (BA), Pace University
Stamford |
Connecticut
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FAQs for Fiduciary Duty Expert Witnesses
What is a fiduciary duty expert witness?
A fiduciary duty expert witness is a professional who provides testimony in legal cases involving breaches of fiduciary duties. They have extensive knowledge in trust management, investment strategies, and financial regulations.
In what types of cases can a fiduciary duty expert witness be beneficial?
These experts are often called upon in cases involving allegations of breach of fiduciary duty, such as mismanagement of funds, conflicts of interest, or negligence in financial decision-making.
What subspecialties exist within the field of fiduciary duty expertise?
Subspecialties can include trust and estate management, corporate governance, investment advising, retirement plan administration, and more.
How can a fiduciary duty expert witness assist in a case involving alleged financial mismanagement?
The expert can analyze financial records, assess the appropriateness of investment decisions, and provide an opinion on whether the actions taken were in line with fiduciary responsibilities.
Why is it important to hire a fiduciary duty expert witness with specific experience in my type of case?
Each type of fiduciary relationship has unique standards and regulations. An expert with specific experience can provide relevant insights and credible testimony tailored to your case.
How does Expert Institute select its Fiduciary Duty expert witnesses?
Expert Institute offers a personalized approach to help you find the highest quality experts. We source actively-practicing professionals who match all your requirements for specialty areas, work experience, litigation history, fee range, certifications, location, and more.