Stewart Frank, CPA/PFS, AIFA

Tillit Fiduciary Consultants, Inc.

Bingham Farms, Michigan

Phone: 248-540-8228
Fax: 248-258-5567
Email: StewartFrank@tillitgroup.com
Website: www.tillitgroup.com

General Specialty Area 1: Securities & Investments
General Specialty Area 2: Financial

Specialty Focus, Special Skills, Experience: Fiduciary Duty,Trustee Duty,Trustee Duties,Breach of Fiduciary Duty,Fiduciary Standard of Care,Prudence,Prudent Investor Rule,Investment Risk,Diversification,Well Diversified,Broadly Diversified,Asset Allocation,Portfolio Optimization,Trustee Liability,Uniform Prudent Investor Act,ERISA,UPIA,UPMIFA

Additional Information: Expert Services Provided: 1. Preliminary analysis to determine if investment fiduciary breaches occurred and if so, calculation of estimated damages prior to acceptance of a case; or at trust termination, prior to approving release and indemnification of fiduciaries. 2. Assistance with drafting of complaint and preparation of discovery requests. 3. Post-discovery detailed analysis of fiduciary breaches and calculation of damages. 4. Expert witness testimony and critique of opposing expert reports and testimony.

Education: BBA, University of Michigan

Years in Practice: 50
Number of times Deposed/Testified in the last 4 years: 7