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...
Specialties:
New York
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...
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.