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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


► 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.


Mr. Campbell's specialties include:

Damage Calculations
Out-of-Pocket Damages
Market-Adjusted Damages
Well-Managed Account
Inappropriate Asset Allocation
Over Concentration
Breach of Fiduciary Duty
Uniform Prudent Investors Act
Fiduciary Best Practices
Trading Analysis
Portfolio Management
Security Analysis
Risk Management
Elder Financial Abuse
Wasteful Dissipation of Marital Assets
Due Diligence
Misrepresentations and Omissions
Failure to Supervise
Stocks, Bonds, Options and Futures
Mutual Funds
Hedge Funds
Inverse Exchange Traded Funds
Leveraged Exchange Traded Funds

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:

FINRA Witness, Uniform Prudent Investors Act, Annuities, Bonds, Breach of Fiduciary Duty, Damage Calculations, Exchange Traded Funds (Inverse and Leveraged), Fiduciary Duty, FINRA, Fixed Income, Inappropriate Asset Allocation, Investment Advisor, Investment Allocation, Investment Management, Liability, Marital Waste, Market-Adjusted Returns, Modern Portfolio Theory, Mutual Funds, Negligence, Out-of-Pocket Damages, Pension Investments, Portfolio Management, Risk Analysis, Risk Management, Suitability, Trading Analysis, Uniform Prudent Investor Act, Well-Managed Account, Municipal Bonds.

Consulting Practice

All States

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

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


Chartered Financial Analyst
Certified Financial Planner
Accredited Investment Fiduciary Analyst
Approved FINRA Dispute Resolution Arbitrator


University of Chicago Booth School of Business
MBA Finance

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

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