Find an Expert Witness

Forensic, General & Medical
Expert Witnesses

Securities and Investments Expert Witness

Kerry G. Campbell, CFA®, CFP®, AIFA®

Kerry G. Campbell, CFA®, CFP®, AIFA®

38 Benedict Avenue
Staten Island, New York 10314

Phone(718) 273-4905

Website https://kerrycampbell.net/

► Contact Kerry G. Campbell, CFA®, CFP®, AIFA®

Expert WitnessLitigation SupportSpeaker
Mr. Campbell has more than 30 years of financial industry experience. He is the principal of a financial litigation and investment management consulting firm, Kerry Campbell LLC, where he serves as a financial expert witness during litigations and provides consulting services to financial institutions and investors.

He has worked in investment research and portfolio construction, as a Managing Director at Arden Asset Management, and as a Senior Vice President at Guggenheim Partners. He has worked in prime broker risk management as a Managing Director at Bear Stearns. Prior to that he worked as a commissioned registered representative, a funding officer and as a credit analyst/loan officer.

Mr. Campbell received a Masters of Business Administration in Finance from the University of Chicago Booth Graduate School of Business and a Bachelor of Science in Finance Summa Cum Laude from Fordham University Gabelli School of Business.
He is an Approved FINRA Dispute Resolution Arbitrator, a Chartered Financial Analyst, a CERTIFIED FINANCIAL PLANNER, an Accredited Investment Fiduciary Analyst and a Securities Experts Roundtable Member.

He has held the following licenses: Series 7 - General Securities Representative, Series 55 - Equity Trader Representative, Series 63 - New York Uniform Agent and Series 65 - Uniform Investment Advisor.

Services

Mr. Campbell's specialties include:

Uniform Prudent Investor Act, UPIA, Fiduciary Best Practices, Fiduciary Duty, Breach of Fiduciary Duty, Trust and Estates, Trustees, Income Beneficiaries, Remainder Beneficiaries, Damages, Suitability, Trading Analysis, Financial Planning, Portfolio Management, Asset Allocation, Elder Abuse, Due Diligence, Asset Management, Suitability, Hedge Funds, Trading Analysis, Damage Calculations, Variable Annuities, Securities, Stocks, Bonds, Market-Adjusted Returns, Well-Managed Account, FINRA, Investment Allocation.


Litigation Support Services

Mr. Campbell has served as a financial expert witness on behalf of defendants and plaintiffs in arbitrations and litigations. He has been retained by institutional investors, high net worth investors and large global diversified financial institutions.

Areas of Expertise

Additional Expertise:

Uniform Prudent Investor Act, UPIA, Fiduciary Best Practices, Fiduciary Duty, Breach of Fiduciary Duty, Trust and Estates, Trustees, Income Beneficiaries, Remainder Beneficiaries, Damages, Suitability, Trading Analysis, Financial Planning, Portfolio Management, Asset Allocation, Elder Abuse, Due Diligence, Asset Management, Suitability, Hedge Funds, Trading Analysis, Damage Calculations, Variable Annuities, Securities, Stocks, Bonds, Market-Adjusted Returns, Well-Managed Account, FINRA, Investment Allocation.

Consulting Practice

All States

Kerry G. Campbell, CFA®, CFP®, AIFA® in the Social Networks

LinkedIn PageLinkedIn

Licenses

Have held:
Series 7 - General Securities Representative
Series 55 - Registered Equity Trader
Series 63 - Uniform Securities Agent
Series 65 - Uniform Investment Advisor


Qualifications

Chartered Financial Analyst (CFA®)
Certified Financial Planner (CFP®)
Accredited Investment Fiduciary Analyst (AIFA®)
Approved FINRA Dispute Resolution Arbitrator


Education

University of Chicago Booth School of Business
MBA Finance

Fordham University Gabelli School of Business
B.S. Finance, Summa Cum Laude




Find an Expert Witness