Fiduciary Duty Expert Witnesses in New York

This expert has over 40 years of experience in marketing across various industries, with experience in financial services, economic damages, restructuring, bankruptcy, and fiduciary duties. He earned his BS in business administration and management from Indiana University. He has worked as a business consultant since 1990 focused on sales, marketing, and project management. He has developed numerous marketing campaigns, as well as consulted with business clients in developing marketing strategies. He has held executive positions with companies in industries ranging from energy to pharmaceuticals and currently serves as the president of two consulting firms with a focus on business consulting and litigation support.

This highly-qualified expert has extensive experience in the finance industry, with his work focusing on ERISA, fiduciary duty, FINRA and suitability, retirement plans, financial technology, and wealth management. He earned his BS in economics with concentrations in international business and money, banking, and finance from the State University of New York at Fredonia. He is a chartered retirement planning coordinator and has previously held Series 7, 31, 63, and 65 licenses. He is active in his field as a frequently published author of finance articles. He has formerly served as a private banker at Bank Leumi USA, the director of the institutional brokerage group at Fidelity Investments/NFS, the vice president of personal financial services at Chase Bank, a financial advisor for global private clients for Merrill Lynch, vice president for JP Morgan Securities, and the vice president of Clark Dodge Asset Management. Currently, this expert serves as the managing member and project manager for a fiduciary consulting firm in New York.