Breach Of Fiduciary Duty Expert Witness Listings

Welcome to our Breach Of Fiduciary Duty experts directory. Browse the profiles below to find the right expert witness in Breach Of Fiduciary Duty for your case. Our SEAK Expert Witness Database is always free to search.

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Mark I. Harrison Osborn Maledon, P.A.

Phoenix, Arizona
Legal Expert Witness - Legal and Judicial ethics; Legal Malpractice and Standard of Care; Breach of Fiduciary Duty
Mark I. Harrison received his LL.B. from Harvard Law School in 1960 and is a Member of the Phoenix, Arizona law firm Osborn Maledon PA. He is a past President of the State Bar of Arizona (1975-76), the Arizona Bar Foundation (1991) and the National Conference of Bar Presidents (1976-77). He served on the Members’ Consultative Group for the ALI Restatement of the Law Governing Lawyers and was President of the Association of Professional Responsibility Lawyers (1992-93) and the American Academy of Appellate Lawyers (1993-94). From 2000-2003, Mr. Harrison was a member of the ABA Ethics Committee and from 2003-2007, Mr. Harrison chaired the ABA Joint Commission to Revise the Model Code of Judicial Conduct. Mr. Harrison served as Chair of the national Board of Directors of Justice at Stake–– an organization dedicated to the preservation of an independent judiciary from 2011-2016. As an adjunct professor, Mr. Harrison taught the required course in legal ethics at the University of A...
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Thomas G. Taliaferro, CIMA®, AIF®

San Diego, California
Financial Expert Witness, Securities & Investments Expert Witness - 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. Professional Designations: Wharton School Executive Education)-- Certified Investment Management Analyst Senior Financial Advisor Senior Branch Manager FINRA--Dispute Resolution Arbitrator Center for Fiduciary Studies--Accredited Investment Fiduciary IMCA--Certification--Fiduciary Best Practices Licenses Held: Series 7—General Securities License--1985 Series 3—National Commodities ...
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Taso M. Milonas, J.D., LL.M., B.C.S. Taso M. Milonas, P.A.

SARASOTA, Florida
Legal Expert Witness - wills, trusts, guardianship, personal representative, trustee, estate tax, gift tax, undue influence, fiduciary duty, breach of fiduciary duty, fiduciary accounting, ethics
TASO M. MILONAS has been qualified and testified as a subject-matter expert in State and Federal Courts in the areas of estate planning, undue influence, breach of fiduciary duty, fiduciary accountings, tax and legal ethics. He is admitted to practice before all courts in Florida and the U.S. Tax Court. A significant portion of Taso’s practice is devoted to will and trust disputes in complex litigation throughout Florida, representing both fiduciaries and beneficiaries. He received his LL.M. in Taxation from the University of Florida Frederic G. Levin College of Law and J.D. from Stetson University College of Law. Taso is a Florida Bar Board Certified Tax Lawyer. Currently, less than 5% of all attorneys admitted to practice in Florida are Board Certified. He has consistently achieved the highest peer-review ratings, including Florida Trend’s Legal Elite, Florida Super Lawyers and Martindale-Hubbell’s AV® (highest) rating for legal ability and ethical integrity, a distinction a...
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Charles W Ranson Charles W. Ranson Consulting, Inc.

Fort Lauderdale, Florida
Banking Expert Witness, Securities & Investments Expert Witness - Trust & Estates, Fiduciary Duty, Breach of Fiduciary Duty, Prudent Investor Rule, Asset Management, Investment Management, Private Equity, Credit Products, Risk Management Derivatives, Corporate Fiduciaries, Family Offices, Alternative Investments, Multi-Family Offices, Trustee Fee Determination
As an expert witness, Ranson applies 35+ years of wealth management experience for attorneys with clear, concise, unbiased insight into complex issues in dispute between financial institutions, trustees, beneficiaries and investors. Ranson’s expertise includes national/regional banks offering private banking, trust and investment products regulated by the OCC, individual trustees, entrepreneurs, ultrahigh net worth investors and family offices. Go to www.charleswranson.com to view a video clip of Ranson.
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Charles Yovino Global HR GRC

Sandy Springs, Georgia
Employment Expert Witness, Management Expert Witness - Fiduciary Duty, Fiduciary Standards, Breach of Fiduciary Duty, ERISA, Retirement Plans, Retirement Plan Governance, Retirement Plan Controls, Retirement Plan Risk Management, IRS/DOL/PBGC Violations & Compliance, Pension Loss, Pension Profit Sharing 401k Retirement Plans, 401k Plans, 403b Plans
I have 37-years of experience working with retirement plans on their design, administration, compliance, controls, governance, and corrections. Most of these projects have included counsel and they have often been in anticipation of litigation. I have also worked with retirement plan committees (who are generally plan fiduciaries) to help train and assist them in establishing stronger governance to meet their fiduciary responsibilities. This includes setting goals, risk management, compliance, vendor management, expense and investment oversight, avoiding and managing conflicts of interest, succession planning, improving clarity related to roles and responsibilities, transparency and other areas. I have presented, written and taught extensively on retirement plans. My work experience includes working at law firms, the IRS National Office (where I was the Employee Plan's Senior Reviewer), as a Principal at PwC, and most recently running my own firm. Currently I am also serving on the...
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Robert D. Lawson, AIF®, CFE®, MRFC®, LUTCF® Barrington Financial Consulting Group, Inc.

Bloomington, Minnesota
Fraud Expert Witness, Securities & Investments Expert Witness - FINRA Arbitration, Breach of Fiduciary Duty, Failure to Supervise, Concentrated Portfolios, Fiduciary Standard of Care and Responsibility, Outside Business Activities, Alternative Investments, Broker & Investment Adviser Fraud, Securities Fraud, Variable Annuities, Stock & Index Options, Mediation.
Mr. Lawson presides as a FINRA & NFA Dispute Resolution Arbitration Chairperson and is a qualified FINRA Mediator. He is recognized by the Minnesota Supreme Court as a Qualified Neutral under Rule 114 of the Minnesota General Rules of Practice as a Civil Facilitative/Hybrid Mediator and Adjudicative/Evaluative Arbitrator. Mr. Lawson is the President of Barrington Financial Consulting Group, Inc., a securities litigation consulting firm. In 1988, Mr. Lawson founded Barrington Capital Management, Inc., a Registered Investment Advisory firm and Insurance Agency, where he continues to serve as the President and Chief Compliance Officer. He is an Accredited Investment Fiduciary (AIF®), Certified Fraud Examiner (CFE®), Master Registered Financial Consultant (MRFC®), and a Life Underwriter Training Council Fellow (LUTCF®). His breadth of securities experience includes managing and supervising FINRA broker-dealer branch offices as a Registered Securities Principal, Options Principal, and...
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