Connecticut
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....
Specialties:
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.
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.
Subspecialties can include trust and estate management, corporate governance, investment advising, retirement plan administration, and more.
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.
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.
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.