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Forensic, General & Medical
Expert Witnesses

Fiduciary Duty Expert Witnesses

A fiduciary duty expert witness must be prepared to offer expert opinion on the duty of fiduciaries to the beneficiaries of trusts, and others who may rely upon the fiduciary to act in their best interest with the upmost trustfulness, good faith, honesty and responsibility in positions such as estate trustee, financial adviser, attorney, real estate agent and stock broker under certain circumstances. Under evolving rules the securities field is typical in that the fiduciary has obligations of disclosure, care and elimination or mitigation of conflicts of interest toward the client because of his/her specialized knowledge or expertise.


Kerry G. Campbell, CFA®, CFP®, AIFA®

Kerry G. Campbell, CFA®, CFP®, AIFA®

Fiduciary Duty Expert Witness

Securities and Investments Expert Witness

(718) 273-4905

Mr. Kerry 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...

https://kerrycampbell.net/

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Charles W. Ranson Consulting Group, LLC

Charles W. Ranson Consulting Group, LLC

Fiduciary Duty Expert Witness

Trusts & Estates / Fiduciary / Investment Advisor Disputes Expert Witness / Nationwide

(561) 371-7570

Charles W. Ranson provides litigation consulting services and expert witness testimony for plaintiff and defense counsel in trust and estate litigation cases alleging breach of fiduciary duty. Counsel representing...

https://charleswranson.com/

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Real Estate Expert Witnesses, LLC

Real Estate Expert Witnesses, LLC

Fiduciary Duty Expert Witness

Commercial & Residential Real Estate Expert Witness

(312) 620-2124

Jeff Rothbart is a seasoned real estate professional and expert witness and executive with over 20 years of direct experience in all aspects of commercial and residential real estate. Generally, Mr. Rothbart's...

https://www.realestateexpertwitnesses.com

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Alex Kulikov, MS, CFCS, GAAP, PMP

Alex Kulikov, MS, CFCS, GAAP, PMP

Fiduciary Duty Expert Witness

Forensic & Financial Crimes Expert Witness

(707) 330-0054

Mr. Alex Kulikov, M.S. (Master of Science), CFCS (Certified Financial Crimes Specialist), GAAP (General Accounting), PMP (Project Management Professional) is a risk management, compliance, forensic examination and...

https://www.expertadvisors.us/

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The Equine Expert LLC

The Equine Expert LLC

Fiduciary Duty Expert Witness

Equine Expert Witness, Consulting and Appraisal Services

(817) 454-4537

The Equine Expert LLC is an expert witness firm, and our expertise spans dozens of disciplines and specializations in the equine industry by first-class horsemen and women, professional and top amateurs, with hands-on...

https://theequineexpert.com

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Evidence Solutions, Inc.

Evidence Solutions, Inc.

Fiduciary Duty Expert Witness

Expert Witnesses in Digital Evidence, Trucking, Human Factors and more!

(866) 795-7166

Evidence Solutions, Inc. is a leading expert witness firm with over 42 years of experience helping attorneys, judges, organizations and private individuals obtain, understand, and effectively utilize evidence in legal...

https:evidencesolutions.com

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FEND Securities Expert Witness

FEND Securities Expert Witness

Fiduciary Duty Expert Witness

Securities Expert Witness in Arbitration and Litigation and FINRA Arbitrator

(310) 850-2834

FEND Securities Expert Witness is a consultant in litigation and arbitration, nationally (24 states), involving securities, insurance and annuities. 356 arbitrations (700 retentions) since 1969, before NASD, FINRA,...

https://www.fend.com

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Don Coker

Don Coker

Fiduciary Duty Expert Witness

Banking Consultant & Banking Industry Standard Procedures, et al., Expert Witness

(770) 852-2286

Don Coker, based in the metro Atlanta, Georgia area, offers nationwide bank consulting and expert witness services for all banking and finance areas including lending, deposit, wire transfer, and operations issues,...

https://www.hgexperts.com/expert-witness/don-coker-42801

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Key Coleman, CPA, CFA, CPCU, ARe

Key Coleman, CPA, CFA, CPCU, ARe

Fiduciary Duty Expert Witness

Economic Damages Expert Witness - Damages Analysis in Commercial Disputes and Insurance Matters

(215) 779-5452

Key Coleman is Executive Director and Founder of Litigation Economic & Forensic Consulting Group LLC (LEFCG). He is a damages expert with experience in a variety of industries. For more than 30 years, Key has...

https://lefcg.com

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Steven J. Kitnick, CFAC, CSP, CNE, RRG, GRI

Steven J. Kitnick, CFAC, CSP, CNE, RRG, GRI

Fiduciary Duty Expert Witness

Real Estate Expert Witness

(702) 326-8722

Provided case reviews, consultations, expert opinion initial reports, supplemental reports, and expert rebuttal opinion reports in over 30 cases in the past 4 years on behalf of Plaintiffs and Defendants. 38 years of...

https://nevadace.com/expert-witness/

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Fulcrum Inquiry

Fulcrum Inquiry

Fiduciary Duty Expert Witness

Damages, Valuation & Forensic Accounting Expert Witnesses

(213) 787-4100

Fulcrum Inquiry is a business and financial consulting firm. We have expertise in accounting, appraisal, economics, and finance. Our more experienced professionals regularly provide expert testimony, and have achieved...

https:www.fulcrum.com

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HP Accounting - Bob Bates, JD, CPA, CFO, CVA, CFE

HP Accounting - Bob Bates, JD, CPA, CFO, CVA, CFE

Fiduciary Duty Expert Witness

Forensic Accounting Expert Witness

(415) 793-7777

Our esteemed CPA expert witness, Bob Bates is a JD, CFE, CVA and CFO who has worked with various lawyers on over 100 cases in many states. He provides financial support for clients in litigation, or pre-litigation, as...

https://www.hpaccounting.com

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Robert D. Lawson, CSCP®, AIF®, CFE®, MRFC®, LUTCF®

Robert D. Lawson, CSCP®, AIF®, CFE®, MRFC®, LUTCF®

Fiduciary Duty Expert Witness

FINRA and Securities Expert Witness

(800) 741-0704

Mr. Robert Lawson has 40 years of experience in the financial services industry with securities, investments, retirement plans, and insurance and in a professional capacity as a registered representative, financial...

https://www.barrington-inc.com/finra-securities-expert-witness

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ForensicExpertPro

ForensicExpertPro

Fiduciary Duty Expert Witness

Helping Forensic medical & mental health Experts expand their practice.

(415) 302-9589

Marketing and best practices of a physician's forensic expert witness practice. Additional services to Psychiatrists and Psychologists. 17 years of experience assisting physicians and psychologists develop, market and...

https://www.forensicexpertpro.com/

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Market Consulting Corporation

Fiduciary Duty Expert Witness

Securities, Options & Futures Expert Witnesses

Market Consulting Corporation offers expert financial and litigation consulting services to attorneys who represent plaintiffs/claimants and defendants/respondents nationally, including appearances...

William (Bill) Fender

Fiduciary Duty Expert Witness

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...

Christopher Hawk

Fiduciary Duty Expert Witness

Insurance and Financial Expert Witness

Christopher Hawk provides expert witness opinions on Insurance and Financial matters. In 2006, he founded the Small Business & Retirement Plans Foundation, a 501 (c) 3 nonprofit corporation; to...

Steve Masterson

Fiduciary Duty Expert Witness

Fiduciary Duties, Estate and Trust Administration, Prudent Investor Act, Trust/Estate Accounting

Fiduciary standards of care by individual and corporate fiduciaries; Standards for care under the Uniform Prudent Investor Act; Uniform Principal and Income Act; Standards for discretionary...

Strider Investigations, Inc.

Fiduciary Duty Expert Witness

Financial Crimes, Probate and Estate Fraud, Asset Recovery Expert Witness

Strider Investigations, Inc. specializes in any fraud, theft or chicanery that involves complicated business, estate, or probate transactions and events.; David Amis has 15+ years experience in...

AGFS

Fiduciary Duty Expert Witness

Municipal Bonds Expert Witness and Municipal Advisor Expert Witness

Robert Doty provides litigation consulting and expert witness services regarding fiduciary duties, disclosure and due diligence in municipal bond transactions, and the roles and responsibilities of...

Roy H. Owen

Fiduciary Duty Expert Witness

Commercial Mortgage, Commercial Real Estate, CMBS Servicing and Expert Witness

Roy H. Owen has a professional career in asset management, management consulting, and structured finance, including: commercial real estate portfolio management (both debt and equity); non-performing...

Charles Porten, CFA

Fiduciary Duty Expert Witness

Investment Advisor and Expert Witness

Charles Porten is a Chartered Financial Analyst, investment expert, and former Registered Investment Advisor, with more than 30 years of experience in portfolio management of trust and advisory...

Inglewood Associates LLC

Fiduciary Duty Expert Witness

Banking, Commercial Banking, Lender Liability, Bankruptcy & Bank Fraud Expert Witnesses

Nancy Terrill has 35 years of workout and executive banking experience. She offers expert witness services for commercial bank lending, Commercial Bank Lending Policy and Standards including Good...

Joseph A. Garofolo - ERISA Expert Services, LLC

Fiduciary Duty Expert Witness

Retirement and Health Plans Expert Witness

Joseph A. Garofolo's experience as an independent fiduciary, knowledge of employee benefit plans, and courtroom communication skills qualify him to serve as a testifying expert regarding a diverse...

Libby Consulting, LLC

Fiduciary Duty Expert Witness

Commercial Real Estate Expert Witness

Drawing on 32 years of commercial real estate experience, Greg provides expert advice, analysis, opinion reports, and legal testimony to support attorneys and their clients in resolving commercial...

Gampel Forensic and Valuation

Fiduciary Duty Expert Witness

Expert Witness Testimony in Commercial Litigation and Forensic Services Expert

Peter Gampel serves as the firm's Managing Director of Forensic, Litigation, and Valuation Services. He specializes in economic damages and business valuation and has devoted his 35+ years of...

NFP Compensation Consultants

Fiduciary Duty Expert Witness

Compensation Expert Witness

NFP Compensation Consulting is a compensation and corporate governance consulting firm based in Houston, Texas. As a leader in compensation advisory, planning, and design, our firm specializes in...

Treasury Alliance Group LLC

Fiduciary Duty Expert Witness

Bank Operations, Wire and Payment Fraud, UCC4a, AML/BSA Expert

Former Big 4 partner with 40 years of experience in banking, treasury management and payments operations. We provide expert reports and testimony in cases involving: ACH Operations and Fraud, ATMs,...

Key Reef Financial, LLC

Fiduciary Duty Expert Witness

Borislav Stavrev, CFA Financial Expert Witness & Consulting Services

Prior to founding Key Reef Financial LLC, Mr. Stavrev worked at Concise Capital Management, a high yield short duration corporate bond hedge fund, where he supported management in growing AUM from...

Stone Real Estate Corp.

Fiduciary Duty Expert Witness

Retail Real Estate Expert Witness Services






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