Asset Allocation Expert Witnesses
Thomas G. Taliaferro, CIMA®, AIF®California - Serving: All States
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...
Kerry G. Campbell, CFA®, CFP®, AIFA®New York - Serving: All States
Securities and Investments Expert Witness
Mr. Campbell has over 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.
William (Bill) FenderDenver, Colorado
Fiduciary Duties and Responsibilities in Investment Management Expert Witness
William (Bill) Fender is a principal and senior investment consultant in an SEC registered investment adviser firm that provides investment consulting services on a fee-only basis to over $30 billion of individual, retirement plan and foundation investment portfolios pursuant to the Investment...