Fiduciary Duties Expert Witness Listings

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

SEAK, Inc. is The Expert Witness Training Company. We have trained thousands of expert witnesses, through our seminars, on-site corporate training, assisting retaining counsel to prepare their witnesses, and one-on-one training for individual experts. For additional information please visit testifyingtraining.com

Unable to find the right expert? For personalized assistance in locating an expert witness, please click here.

William Fender, CPA, J.D., MBA, AIFA, RF Innovest Portfolio Solutions LLC

Denver, Colorado
Securities & Investments Expert Witness - 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 investor...
Click for Full Listing and Contact Info

John J. Duval, Jr. Accelerant LLC

Staatsburg, New York
Financial Expert Witness, Securities & Investments Expert Witness - investment suitability, fiduciary duties, Regulation Best Interest, registered investment advisor, FINRA, arbitration, stocks, bonds, private placement, option, alternative investments, damage models
Jack is the Managing Partner and an expert witness at Accelerant, a securities litigation consulting boutique. He has broad and deep experience in complex investments and strategies, including: hedge funds, fund-of-funds, liquid alternatives, private equity, venture capital, managed futures, structured products, securitized products, and other private placements, as well as equities, fixed income, options, and insurance. Jack is also an expert in securities rules, regulations, and industry custom and practice. He holds the FINRA Certified Regulatory and Compliance Professional (“CRCP”) designation from the FINRA Institute at Wharton. FINRA describes the CRCP program as "a comprehensive and rigorous course of instruction on the foundation, theory and practical application of securities laws and regulation." Jack’s testimony frequently includes discussion of FINRA suitability and supervisory rules, and fiduciary obligations of registered investment advisors, registered representati...
Click for Full Listing and Contact Info
2019 08 07 17 26 04