5 Prudent Man Expert Witnesses Found

Human Factors, Automotive - Motor Vehicle Accidents, Distracted Driving, Products Liability, Pedestrian/Cyclist Accidents, General Aviation Accidents, Workplace Safety, Scooters, Reaction Time, Risk Perception, Warnings, Driver Behavior, Slip/Trip/Fall

...Steve draws on a wide body of scientific research to help characterize the understandings, perceptions, and abilities of a reasonably prudent person. Steve is able to help identify the contributions of persons, places, circumstances, and things in a variety of accident situations. Steve is an experienced driver, motorcyclist, bicyclist, and airplane and helicopter pilot and flight instructor. Steve’s first book entitled Careful was published by Penguin Random House in 2017 and reviewed in the Wall Street Journal, The New Yorker, and many others. An experienced writer and speaker, Steve is able to relate scientific ideas to everyday audiences.

Securities & Investments, Financial - Breach of fiduciary duty, Uniform Prudent Investors Act, churning, suitability, broker/dealer standards and compliance, investment advisor, portfolio management, asset allocation, unauthorized trading, elder abuse, FINRA, financial advisor, financial planning, branch management, securities fraud

Financial advisor/portfolio manager with over 30 years’ professional experience including serving as a Senior Vice President for both Morgan Stanley and Wells Fargo Advisors. Extensive experience with high net-worth and ultra-high-net worth clients. Supervisory experience includes managing 55 financial advisors with accounts totaling in excess of $4 billion and addressing numerous employment issues at broker/dealers. Spotless compliance record. Have testified as an expert witness in AAA, FINRA and Superior court venues and deposition. Member of Securities Experts Roundtable and public speaker....

Securities & Investments - Fiduciary duties, trusts and estates, Uniform Prudent Investor Act, trustees, trust beneficiaries, suitability, modern portfolio theory, prudent investment practices, ERISA, damage calculations, investment advisers, diversification

Professional certifications and credentials - Certified Public Accountant, attorney (inactive), Accredited Investment Fiduciary Analyst, Registered Fiduciary • Principal and Senior Investment Consultant with Innovest Portfolio Solutions LLC, an SEC registered investment adviser firm that provides investment consulting services on a fee-only basis to over $21 billion of individual, retirement plan and foundation investment portfolios pursuant to the Investment Advisers Act of 1940 (1996 to present) • Expert witness focus - Fiduciary duties and responsibilities associated with the management of investment portfolios in trusts and estates, retirement plans, individual investor portfolios and foundations • Experience includes expert reports, damage calculations and testimony with respect to trustees of private trusts (including bank trust departments), beneficiaries of private trusts, retirement plan participants, retirement plan fiduciaries, investment advisers and individual investors •...

Real Estate - Standard of Care, Fiduciary Duties, Agency, Seller Disclosure Obligations, Buyer Due Diligence, Real Estate Contracts, Broker Supervision & Responsibilities, and N.A.R. Code of Ethics.

...Real Estate Experience John Griffith Realty 2021-Present New Home Resource, LLC 2018-2021 Realty ONE Group 2012-2018 Realty Executives of Nevada 2003-2012 Prudential Americana Group, REALTORS® 1999-2003 Various real estate brokerage in Sacramento-area 1986-1999 Current Instructor Positions Steven Kitnick Seminars, LLC ~ Continuing Education OnlineEd.com ~ Pre-Licensing & Continuing Education ABC Real Estate School ~ Pre-Licensing Nevada Real Estate Institute ~ Continuing Education & Post-Licensing Provided Case Reviews, Consultations, Initial Expert Opinion Reports, Supplemental Reports, &/or Rebuttal Reports on behalf of: Bremer White Brown & O’Meara Clark Hill Gordon Law Gordon Rees Scully Mansukhani Hutchings Law Group Ladah Law Firm Leah Martin Law Lewis Brisbois Bisgaard & Smith Lipson Neilson Marquis Aurbach Nevada Real Estate Law Pyatt Silvestri Resnick & Louis Sagebrush Lawyers Sklar Williams Solomon Dwiggins Freer & Steadman Sylvester & Polednak Thorndal Armstrong...

Securities & Investments, Financial - Uniform Prudent Investor Act, UPIA, Trust and Estates, Trustee Duty of Impartiality, Fiduciary Duty, Breach of Fiduciary Duty, Damages, Investment Suitability, Financial Planning, Portfolio Management, Asset Allocation, Investment Due Diligence, Divorce, Matrimonial, Hedge Funds, FINRA, Annuities.

...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 management, 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 Master 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....