Forensic, General & Medical
Expert Witnesses

Fiduciary Duty Expert Witnesses

An expert witness dealing with fiduciary duty 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.



Market Consulting Corporation

Market Consulting Corporation
New York - Serving: No charge for travel time for testimony. Nationwide - Alabama, ...

Phone (888) 397-9867
Website https://www.market-consulting.com/

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 in state and federal court in numerous states, various arbitration and commission proceedings and the U.S. Tax Court....

Charles Porten, CFA

Charles Porten, CFA
Connecticut - Serving: All States

Phone (203) 454-4615
Website https://www.charlesporten.com

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 accounts, brokerage accounts, hedge funds and mutual funds, due diligence procedures and compliance issues.
He has an...

Inglewood Associates LLC

Inglewood Associates LLC
Ohio - Serving: All States Nationwide, Ohio, Michigan

Phone (216) 672-5560
Website https://www.ingw.com

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, Banking Industry Standards and Management, Fraud, Lender Liability, Regulatory Oversight, and Fiduciary Duties. During her years at a top public accounting firm, she gained expertise...

William (Bill) Fender

William (Bill) Fender
Colorado - Serving: All States

Phone (303) 694-1900
Website www.expert-fiduciary.com

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...

Charles W. Ranson Consulting, Inc.

Charles W. Ranson Consulting, Inc.
Florida - Serving: All States

Phone (561) 371-7570
Website https://charleswranson.com/

Investment & Fiduciary Disputes Expert Witness

Chuck Ranson, The Wealth Management Expert Witness, has 30 years of real-world experience in the financial services industry. He provides expert witness services in litigation, arbitration, mediation, and pre-litigation case evaluation related to disputes between financial services firms and investors. Having worked...

Kerry G. Campbell, CFA®, CFP®, AIFA®

Kerry G. Campbell, CFA®, CFP®, AIFA®
New York - Serving: All States

Phone (718) 273-4905
Website www.kerrycampbell.net

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.
He...

ERISA Benefits Consulting, Inc.

ERISA Benefits Consulting, Inc.
Texas - Serving: All States

Phone (817) 909-0778
Website www.erisa-benefits.com

ERISA, Pensions, Fiduciary Liability, Group Life/Health Plans, & Labor Relations Expert Witness

ERISA Benefits Consulting headed by Mark Johnson, J.D., Ph.D., offers expertise in ERISA, pensions, health plans, 401(k) plans and labor union benefits. He managed $14 billion in pension assets for over 100,000 plan participants while serving as Managing Director, Benefits Compliance & Pensions for American Airlines,...

Guy Berry

San Jose, California

Real Estate Expert Witness

Phone (408) 690-2998

Guy Berry has been a licensed active agent for over 30 years, having served as an expert in more than 300 cases. He can help support your clients in virtually every aspect of real estate agent & broker “standard of care and fiduciary duty” issues, most outside the expertise of the average real...

Joseph A. Garofolo - ERISA Expert Services, LLC

Lafayette, California

Retirement and Health Plans Expert Witness

Phone (415) 517-5307

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 range of ERISA issues relating to retirement and health and welfare plans. ; He has been retained as...

Key Reef Financial, LLC

Miami, Florida

Borislav Stavrev, CFA Financial Expert Witness & Consulting Services

Phone (786) 588-4185

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 $30 million to over $300 million. As a member of the investment committee, Mr. Stavrev was responsible...

Steve Masterson

Coeur d Alene, Idaho

Private Fiduciary, Trust Consultant and Expert Witness Services

Phone (208) 755-3704

Fiduciary standards of care by individual and corporate fiduciaries; Standards for care under the Uniform Prudent Investor Act; Investment portfolio modeling; Uniform Principal and Income Act; Standards for discretionary distributions to beneficiaries; Federal estate tax ; Federal fiduciary income...

Stone Real Estate Corp.

Chicago, Illinois

Retail Real Estate Expert Witness Services

Phone (312) 372-6200





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