Asset Allocation Expert Witnesses
Securities Expert Witness in Arbitration and Litigation and FINRA Arbitrator
FEND Securities Expert Witness is a consultant in litigation and arbitration, nationally (22 states), involving securities, insurance and annuities. 365 arbitrations (700 retentions) since 1991, before NASD, FINRA, JAMS, AAA, NYSE, PSE & 100+ mediations. Mr. Dinehart, RFC, is a FINRA Arbitrator and has qualified &...
Securities Expert Witness
Thomas G. Taliaferro is a financial advisor/portfolio manager with more than 30 years of professional experience including serving as Senior Vice President for both Morgan Stanley and Wells Fargo Advisors. Highly experienced with high net worth and ultra-high net worth investors. Extensive supervisory experience...
Fiduciary Duties and Responsibilities in Investment Management Expert Witness
William (Bill) Fender is a principal and senior investment consultant in a SEC registered investment adviser firm that provides investment consulting services on a fee-only basis to over $16 billion of individual, retirement plan and foundation investment portfolios pursuant to the Investment Advisers Act of 1940. He...
Securities and Investments Expert Witness
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...