33 Professional Fiduciary Expert Witnesses Found

Insurance, Risk Management - Insurance Broker Standard of Care, Insurance Federal Cases, Rule 26, Insurance Pollution, Umbrella Insurance, Excess Insurance, Insurer Bad Faith, Insurance Coverage, Construction Defect Insurance, Insurance Manuscript Policies, Insurance Custom and Practice, Property Casualty Insurance

...Areas of expertise include, but are not limited to; • ADR (Arbitration/Mediation) Coverage Disputes • “Bermuda Form” Interpretation • Captive Insurer Issues • Construction Wrap Ups • Coverage Interpretation • Cyber Insurance • Errors and Omissions (E&O) • Health and Medical • Insurance agent/broker conflicts, ownership of expirations • Insurance agents and brokers duties / Standard of Care • Insurance Technology • Managed Care Liability • Management Liability-Crime, Fiduciary, D&O, EPL, E&O • Management Liability Package Policy • Managing General Agencies/Underwriters • Manuscript and Bespoke Policies • Mass Torts/Asbestos, Lead and Other Environmental • Master Insurance Program/Conflicts of Interest • Mortgagee Coverage • Multi-Insurer Coverage and Concurrency Analysis • Pollution Liability • Private Equity and Portfolio Coverage • Professional Liability • Public Entity Issues, (JPA) • Railroad Protective Liability • Self-Insurance • Umbrella and Excess Liability • Underwriting • Water...

Real Estate, Premises Liability - Property management, broker, agent, residential, apartment, commercial, retail, hospitality, HOA, slip/trip/fall, maintenance, inspection, water intrusion, mold, premises liability, personal injury, rent control, habitability, bed bugs, roaches, balcony collapse, health & safety, & personal injury.

...Serves as a consultant or expert witness in standards of care, standards of practice, best practices, and custom and practice for real estate transactions, property management/ownership and fiduciary duty issues for all types of residential and commercial real estate – management, operations, maintenance, health & safety, habitability, mold, water intrusion, personal injury, trip & fall, premises liability, property inspection, broker or agent failure to disclose; misrepresentation; negligence/fraud & association board duties, & real estate receivership....

Securities & Investments, Banking - RIA, Broker Dealers, Banking, Lending, Estates, Trusts, Fiduciary, Securities, Crypto & Specialty Assets, Reg BI, Accredited, International, Firm Practice, Regulatory, Risk Management, 1031/DST, Complex Insurance Plans, FINRA, OCC, SEC, Forensic, Fraud, Human Resources, Case Strategy, Supervision.

...My professional journey includes serving as a FINRA and court admitted expert witness. I have authored numerous expert reports, participated in depositions, and provided testimony in arbitration and court proceedings. My unwavering commitment to business and personal compliance, legal integrity, and creditworthiness is impeccable. I have held several significant positions with a major financial institution. These roles have encompassed audit-risk management, regional management, and wealth office management. As a Regional Manager, my responsibilities included overseeing risk management, human resources, public relations, and corporate leadership. I oversaw the performance of over 500 team members. My functional areas of oversight included consumer and business loan portfolios, insurance and investment partners, and various other business lines of production....

Architecture, Construction Defects - Architect & Engineer Negligence, Construction Defects, Fraudulent Change Orders, Construction License Agreement, Antitrust Complaint, Standard of Care Responsibility & Compliance, Warehouse Thermal Comfort, Bid Steering, Treachery & Self-Dealing Related to Professional Practice Industry Standards

Various Types of Legal Matters that Have Benefited from Fred’s Involvement: Architect & Engineer Negligence, Compliance with Americans with Disabilities Act, Failure to Tender Payments Due & Owing for Contract Work Performed, Fraudulent Change Orders, Faulty Movie & Sound Recording Studios Construction, Faulty Sound Attenuation & Faulty Soundproofing, Misappropriation of Trade Secrets, Roofing Failure & Related Building Damages, Industrial Climate Control Engineering, Thermal Comfort, & Labor Law, Aiding & Abetting Fiduciary Duties, Labor Union Disputes, Fraud, Bribery of a Public Official, Criminal Coercion, Construction Defects, Standard of Care Responsibility & Compliance, Adversary Breach of Contract, Unjust Enrichment, Antitrust Complaint - Sherman Antitrust Act, Treachery & Self-Dealing Related to Professional Practice Industry Standards, Quantum Meruit, Defamation Per Se, Responsibility for Failure to Maintain a Building, Fraudulent Claim...

Real Estate, Fraud - Commercial Title, Commercial Escrow, Title Insurance, Underwriting, Escrow Procedures, Fiduciary Duty, Escrow Documentation, Curative Work, Due Diligence, Multi-State Customs and Practices, Escrow Operations, Standard of Care

...She works closely with all segments of the legal community to expeditiously perform escrow and title expert services in a professional manner and provide the most objective analysis in reports and testimony....

Travel & Tourism - Tourism & Travel, travel advisors, tour operators, duty to warn, standard of care, personal injury, terms and conditions, airlines, hotels & resorts, travel safety, transportation, motor coach, tours, cruises, online travel, wrongful death, sexual assault, adventure travel, travel agencies

...As a seasoned travel professional and knowledgeable travel industry expert witness, Ms. Price has specialized training as a travel advisor (both leisure and corporate travel), tour operator, and cruise specialist. Her detail-oriented industry expertise is a by-product of having traveled worldwide, participated in numerous cruises, land tours, inspections, attended seminars, workshops and continuing education at AAA University. Diana Price has designed and customized group packages for individuals, and escorted and marketed numerous cruises. In fact, she has worked in almost every area of travel agency operations including sales, end to end (inception to conclusion) service, marketing, travel advisor and manager training. Ms. Price has worked with institutions including but not limited to, government consulates, tourist offices, cruise lines, motor coach and domestic tours....

Real Estate, Economics - RE finance/investment,Causation/liability,Damages,Consulting expert, Valuation/appraisal/analytics,Fiduciary/ ethics, Due process/diligence, Properties/markets, Cycles, Conservation easements,Housing, Financial economics, Development/building,Loans, Securitization/CMBS/RMBS, Proptech, Leases, Strate

...Stephen Roulac’s background includes working as a real estate expert providing professional strategic property analytic, investment management, and advisory services to decision-makers. Stephen Roulac has been retained as a consulting and/or testifying expert for 150+ matters, including many of the most significant real estate litigation assignments of the last several decades. Dr. Roulac and his team provide consulting advice and expert witness services to assist clients in resolving problems, including diagnosis, analysis, development of alternative solutions, and implementation assistance in negotiation, mediation, arbitration, and litigation. Dr....

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 •...

Architecture, Construction Defects - Architect & Engineer Negligence, Construction Defects, Fraudulent Change Orders, Construction License Agreement, Antitrust Complaint, Standard of Care Responsibility & Compliance, Warehouse Thermal Comfort, Bid Steering, Treachery & Self-Dealing Related to Professional Practice Industry Standards

Various Types of Legal Matters that Have Benefited from Fred’s Involvement: Architect & Engineer Negligence, Compliance with Americans with Disabilities Act, Failure to Tender Payments Due & Owing for Contract Work Performed, Fraudulent Change Orders, Faulty Movie & Sound Recording Studios Construction, Faulty Sound Attenuation & Faulty Soundproofing, Misappropriation of Trade Secrets, Roofing Failure & Related Building Damages, Industrial Climate Control Engineering, Thermal Comfort, & Labor Law, Aiding & Abetting Fiduciary Duties, Labor Union Disputes, Fraud, Bribery of a Public Official, Criminal Coercion, Construction Defects, Standard of Care Responsibility & Compliance, Adversary Breach of Contract, Unjust Enrichment, Antitrust Complaint - Sherman Antitrust Act, Treachery & Self-Dealing Related to Professional Practice Industry Standards, Quantum Meruit, Defamation Per Se, Responsibility for Failure to Maintain a Building, Fraudulent Claim...

Construction, Construction Defects - Construction Delays, Construction Breach Of Contract, Substandard Workmanship, Architectural Negligence, Design-Engineering Defects, Cost Dispute Analysis & Reconciliation, Building Inspection, Risk Management, Schedule Delay Responsibility, Slips, Trips & Falls, Job Site Failures

...His professional works earned him the President’s Medal from Royal Institute of British Architects, the Sam Walton Business Leader of the Year Award, the PRISM Award from the Silver Builders Association of Greater Boston – Best Adult Community and more. Construction Expert and Attorney David R. Mullaney offers both counsel and parties the benefit of his multiple expertise, often immeasurably valuable as to advancing construction related controversies. His knowledge and experience in major facets of related law, coupled with his granular knowledge of the vertical construction industry and his business acumen set him apart from most....

Construction, Premises Liability - Defects, personal injury, insurance, codes, commercial, residential, accidents, falls, asbestos, ADA, sewer, water, liability, damages, general contractor, fire, flood, contracts, subcontractors, engineer

...Cases include commercial defects and delays, serious personal injuries, multifamily, sewers, roads and drainage, retail, insurance, professional liability, and construction business practices. Approximately equal representation of plaintiffs and defendants. General Contractor - President of Buckhead Classic (2006 – presen): Projects include defective construction repair, new construction, fire and floods, structural defects, water damage, offices, demolition, sewer, water, drainage, and historic structures. Owner/Developer and General Contractor – President, MilbCorp. (1984 – 2014): Projects include condominiums, roads and drainage, zoning, subdivisions, sewer, outfalls, water, drainage, for-sale homes, energy compliance, and professional offices, with cradle-to-grave responsibility for all projects. Education: University of North Carolina at Chapel Hill - Economics and English, Summa Cum Laude Johnston Scholar, Phi Beta Kappa - 1983....

Architecture, Construction Defects - Architect & Engineer Negligence, Construction Defects, Fraudulent Change Orders, Construction License Agreement, Antitrust Complaint, Standard of Care Responsibility & Compliance, Warehouse Thermal Comfort, Bid Steering, Treachery & Self-Dealing Related to Professional Practice Industry Standards

Various Types of Legal Matters that Have Benefited from Fred’s Involvement: Architect & Engineer Negligence, Compliance with Americans with Disabilities Act, Failure to Tender Payments Due & Owing for Contract Work Performed, Fraudulent Change Orders, Faulty Movie & Sound Recording Studios Construction, Faulty Sound Attenuation & Faulty Soundproofing, Misappropriation of Trade Secrets, Roofing Failure & Related Building Damages, Industrial Climate Control Engineering, Thermal Comfort, & Labor Law, Aiding & Abetting Fiduciary Duties, Labor Union Disputes, Fraud, Bribery of a Public Official, Criminal Coercion, Construction Defects, Standard of Care Responsibility & Compliance, Adversary Breach of Contract, Unjust Enrichment, Antitrust Complaint - Sherman Antitrust Act, Treachery & Self-Dealing Related to Professional Practice Industry Standards, Quantum Meruit, Defamation Per Se, Responsibility for Failure to Maintain a Building, Fraudulent Claim...

Construction, Premises Liability - Defects, personal injury, insurance, codes, commercial, residential, accidents, falls, asbestos, ADA, sewer, water, liability, damages, general contractor, fire, flood, contracts, subcontractors, engineer

...Cases include commercial defects and delays, serious personal injuries, multifamily, sewers, roads and drainage, retail, insurance, professional liability, and construction business practices. Approximately equal representation of plaintiffs and defendants. General Contractor - President of Buckhead Classic (2006 – presen): Projects include defective construction repair, new construction, fire and floods, structural defects, water damage, offices, demolition, sewer, water, drainage, and historic structures. Owner/Developer and General Contractor – President, MilbCorp. (1984 – 2014): Projects include condominiums, roads and drainage, zoning, subdivisions, sewer, outfalls, water, drainage, for-sale homes, energy compliance, and professional offices, with cradle-to-grave responsibility for all projects. Education: University of North Carolina at Chapel Hill - Economics and English, Summa Cum Laude Johnston Scholar, Phi Beta Kappa - 1983....

Legal - Legal Malpractice, Expert Witness, Legal Ethics, Breach of Fiduciary Duty, Professional Responsibility, Conflicts of Interest, Reasonable Fees, Attorney Misconduct, ARDC, Lawyer Liability, Ethics Rules

...Wood has 20+ years of experience interpreting and working with the Professional Rules of Conduct that govern attorneys....

Architecture, Construction Defects - Architect & Engineer Negligence, Construction Defects, Fraudulent Change Orders, Construction License Agreement, Antitrust Complaint, Standard of Care Responsibility & Compliance, Warehouse Thermal Comfort, Bid Steering, Treachery & Self-Dealing Related to Professional Practice Industry Standards

Various Types of Legal Matters that Have Benefited from Fred’s Involvement: Architect & Engineer Negligence, Compliance with Americans with Disabilities Act, Failure to Tender Payments Due & Owing for Contract Work Performed, Fraudulent Change Orders, Faulty Movie & Sound Recording Studios Construction, Faulty Sound Attenuation & Faulty Soundproofing, Misappropriation of Trade Secrets, Roofing Failure & Related Building Damages, Industrial Climate Control Engineering, Thermal Comfort, & Labor Law, Aiding & Abetting Fiduciary Duties, Labor Union Disputes, Fraud, Bribery of a Public Official, Criminal Coercion, Construction Defects, Standard of Care Responsibility & Compliance, Adversary Breach of Contract, Unjust Enrichment, Antitrust Complaint - Sherman Antitrust Act, Treachery & Self-Dealing Related to Professional Practice Industry Standards, Quantum Meruit, Defamation Per Se, Responsibility for Failure to Maintain a Building, Fraudulent Claim...

Construction, Construction Defects - Construction Delays, Construction Breach Of Contract, Substandard Workmanship, Architectural Negligence, Design-Engineering Defects, Cost Dispute Analysis & Reconciliation, Building Inspection, Risk Management, Schedule Delay Responsibility, Slips, Trips & Falls, Job Site Failures

...His professional works earned him the President’s Medal from Royal Institute of British Architects, the Sam Walton Business Leader of the Year Award, the PRISM Award from the Silver Builders Association of Greater Boston – Best Adult Community and more. Construction Expert and Attorney David R. Mullaney offers both counsel and parties the benefit of his multiple expertise, often immeasurably valuable as to advancing construction related controversies. His knowledge and experience in major facets of related law, coupled with his granular knowledge of the vertical construction industry and his business acumen set him apart from most....

Securities & Investments, Insurance - Ponzi Schemes, FINRA Expert Witness, FINRA Arbitration Expert Witness, Securities Expert Witness, Mutual Fund Expert Witness, FINRA Arbitrator, Fiduciary Expert Witness, Securities Compliance Expert Witness, Annuity Expert Witness, Options Expert Witness, Securities Fraud Examiner, Annuity Expert

...Robert Lawson has 40 years of experience in the financial services industry with securities, investments, retirement plans, and insurance and in a professional capacity as a registered representative, financial advisor, investment fiduciary, branch manager, securities, and options principal. He is the President and Chief Compliance Officer of Barrington Capital Management, Inc., a Registered Investment Advisory (RIA) firm he established in 1988. He also serves as the President and Managing Principal of Barrington Financial Consulting Group, Inc., a securities and insurance litigation consulting firm with experienced testifying and consulting experts. Mr. Lawson proudly serves as a FINRA and NFA Arbitrator (FINRA Chair-Qualified) and a FINRA Mediator where he presides over industry and public disputes pertaining to breach of fiduciary duties, negligence, failure to supervise, misrepresentation, breach of contract, monetary damages, and employment issues....

Construction, Construction Defects - Construction Delays, Construction Breach Of Contract, Substandard Workmanship, Architectural Negligence, Design-Engineering Defects, Cost Dispute Analysis & Reconciliation, Building Inspection, Risk Management, Schedule Delay Responsibility, Slips, Trips & Falls, Job Site Failures

...His professional works earned him the President’s Medal from Royal Institute of British Architects, the Sam Walton Business Leader of the Year Award, the PRISM Award from the Silver Builders Association of Greater Boston – Best Adult Community and more. Construction Expert and Attorney David R. Mullaney offers both counsel and parties the benefit of his multiple expertise, often immeasurably valuable as to advancing construction related controversies. His knowledge and experience in major facets of related law, coupled with his granular knowledge of the vertical construction industry and his business acumen set him apart from most....

Financial, Fraud - Hedge Funds, Alternative Investments, Derivatives, Trading Practices, Security Manipulation, Fiduciary Duty, Forensic Audit, CFE, CAIA , Options, Foreign Exchange, Precious Metals

Barclay Leib, CFE, CAIA is an accomplished alternative asset due diligence professional who has been conducting due diligence and asset allocation on a variety of alternative investments (hedge funds, venture capital, private equity, alternative direct lending) for the majority of the past 20 years. He previously was a senior derivatives trader at firms including JP Morgan, Goldman Sachs, Barclays Bank, and Societe Generale for the first 20-years of his career. He also ran Alternatives Research for Fortigent LLC ($70 bln of assets advised) for two years. Mr. Leib has testified in both AAA arbitration and in Court cases in matters related to hedge funds, due diligence, fiduciary duty, and market manipulation. He has also assisted the SEC, CFTC, SDNY, and FBI, as well as several law firms, in various financial investigations that have resulted in successful criminal prosecutions. Mr. Leib holds an active FINRA Series 65 license, as well as a Series 7 & 63 (and prior Series 3)....

Construction, Construction Defects - Construction Delays, Construction Breach Of Contract, Substandard Workmanship, Architectural Negligence, Design-Engineering Defects, Cost Dispute Analysis & Reconciliation, Building Inspection, Risk Management, Schedule Delay Responsibility, Slips, Trips & Falls, Job Site Failures

...His professional works earned him the President’s Medal from Royal Institute of British Architects, the Sam Walton Business Leader of the Year Award, the PRISM Award from the Silver Builders Association of Greater Boston – Best Adult Community and more. Construction Expert and Attorney David R. Mullaney offers both counsel and parties the benefit of his multiple expertise, often immeasurably valuable as to advancing construction related controversies. His knowledge and experience in major facets of related law, coupled with his granular knowledge of the vertical construction industry and his business acumen set him apart from most....

Financial, Fraud - Hedge Funds, Alternative Investments, Derivatives, Trading Practices, Security Manipulation, Fiduciary Duty, Forensic Audit, CFE, CAIA , Options, Foreign Exchange, Precious Metals

Barclay Leib, CFE, CAIA is an accomplished alternative asset due diligence professional who has been conducting due diligence and asset allocation on a variety of alternative investments (hedge funds, venture capital, private equity, alternative direct lending) for the majority of the past 20 years. He previously was a senior derivatives trader at firms including JP Morgan, Goldman Sachs, Barclays Bank, and Societe Generale for the first 20-years of his career. He also ran Alternatives Research for Fortigent LLC ($70 bln of assets advised) for two years. Mr. Leib has testified in both AAA arbitration and in Court cases in matters related to hedge funds, due diligence, fiduciary duty, and market manipulation. He has also assisted the SEC, CFTC, SDNY, and FBI, as well as several law firms, in various financial investigations that have resulted in successful criminal prosecutions. Mr. Leib holds an active FINRA Series 65 license, as well as a Series 7 & 63 (and prior Series 3)....

Architecture, Construction Defects - Architect & Engineer Negligence, Construction Defects, Fraudulent Change Orders, Construction License Agreement, Antitrust Complaint, Standard of Care Responsibility & Compliance, Warehouse Thermal Comfort, Bid Steering, Treachery & Self-Dealing Related to Professional Practice Industry Standards

Various Types of Legal Matters that Have Benefited from Fred’s Involvement: Architect & Engineer Negligence, Compliance with Americans with Disabilities Act, Failure to Tender Payments Due & Owing for Contract Work Performed, Fraudulent Change Orders, Faulty Movie & Sound Recording Studios Construction, Faulty Sound Attenuation & Faulty Soundproofing, Misappropriation of Trade Secrets, Roofing Failure & Related Building Damages, Industrial Climate Control Engineering, Thermal Comfort, & Labor Law, Aiding & Abetting Fiduciary Duties, Labor Union Disputes, Fraud, Bribery of a Public Official, Criminal Coercion, Construction Defects, Standard of Care Responsibility & Compliance, Adversary Breach of Contract, Unjust Enrichment, Antitrust Complaint - Sherman Antitrust Act, Treachery & Self-Dealing Related to Professional Practice Industry Standards, Quantum Meruit, Defamation Per Se, Responsibility for Failure to Maintain a Building, Fraudulent Claim...

Architecture, Construction Defects - Architectural Practice-Standard of Care, Zoning Regulations, Building Laws-Codes, Building Design/Engineering, Architectural Standards, Building/Site Planning,ADAAG Compliance, Construction Disputes/Claims, Building Exteriors/Envelopes, Reference Standards, Fire-rated Assemblies, Building Science

JOHN MCLEAN ARCHITECT See complete professional history including projects, lectures, exhibitions and awards at: https://johnmcleanarchitect.com/architect-mclean.htm CREDENTIALS Architect: Practice registered in New York; Licenses have been issued by NY, NJ, PA, IL, CT, LA, & Israel ■ Board Certified, National Council of Architectural Registration Boards (NCARB) EXPERT TESTIMONY Forty-five years of design experience as a practicing architect and industrial designer enhances the depth and authority of Mclean’s testimony. Has prepared and presented architectural testimony regarding design, construction, professional practice, land use and zoning on behalf of architects, property and building owners, developers, civic groups, and home owners....

Construction, Construction Defects - Construction Delays, Construction Breach Of Contract, Substandard Workmanship, Architectural Negligence, Design-Engineering Defects, Cost Dispute Analysis & Reconciliation, Building Inspection, Risk Management, Schedule Delay Responsibility, Slips, Trips & Falls, Job Site Failures

...His professional works earned him the President’s Medal from Royal Institute of British Architects, the Sam Walton Business Leader of the Year Award, the PRISM Award from the Silver Builders Association of Greater Boston – Best Adult Community and more. Construction Expert and Attorney David R. Mullaney offers both counsel and parties the benefit of his multiple expertise, often immeasurably valuable as to advancing construction related controversies. His knowledge and experience in major facets of related law, coupled with his granular knowledge of the vertical construction industry and his business acumen set him apart from most....

Construction, Premises Liability - Defects, personal injury, insurance, codes, commercial, residential, accidents, falls, asbestos, ADA, sewer, water, liability, damages, general contractor, fire, flood, contracts, subcontractors, engineer

...Cases include commercial defects and delays, serious personal injuries, multifamily, sewers, roads and drainage, retail, insurance, professional liability, and construction business practices. Approximately equal representation of plaintiffs and defendants. General Contractor - President of Buckhead Classic (2006 – presen): Projects include defective construction repair, new construction, fire and floods, structural defects, water damage, offices, demolition, sewer, water, drainage, and historic structures. Owner/Developer and General Contractor – President, MilbCorp. (1984 – 2014): Projects include condominiums, roads and drainage, zoning, subdivisions, sewer, outfalls, water, drainage, for-sale homes, energy compliance, and professional offices, with cradle-to-grave responsibility for all projects. Education: University of North Carolina at Chapel Hill - Economics and English, Summa Cum Laude Johnston Scholar, Phi Beta Kappa - 1983....

Insurance - Life & Health Insurance, Property Insurance, Directors & Officers, Insurance, Insurance Agent/Broker Liability, Insurance Bad Faith, Insurance Coverage, Insurance Wholesale Broker/MGA Liability, Insurance Claim Disputes, Insurance Coverage Disputes, Insurance Agent/Broker Duties

Unique Professional Experience as Lawyer, and as an Insurance Broker and Insurance Brokerage Executive: * Over 30 years of combined insurance brokerage executive and senior corporate counsel experience; * Over 20 years of executive management experience with international, large regional, and financial institution owned insurance brokerages; and, * 11 years of senior in-house litigation case management experience handling multiple billions of dollars in case exposures in nearly every state and throughout the world, for two of the largest international insurance brokers, in addition to handling regulatory compliance, contract negotiations, and employment matters Broad Coverage Experience: Property & Casualty; Employee Benefits/Life & Health (qualified and non-qualified); D&O/Employment Practices Liability/Fiduciary; Property/Business Interruption/Boiler & Machinery/Inland & Ocean Marine; and, Casualty: General Liability/Professional Liability/Workers Compensation/Umbrella/Excess....

Business Operations, Business Valuation - Bankruptcy, Restructuring, Valuation, Distress, Turnaround Management, Crisis Management, Corporate Governance, Banking/Lending, Finance, Investment Banking, Business Practices, Fraud, Risk Management, M&A

Howard Brownstein is a nationally-known turnaround and crisis management professional, and is the President of The Brownstein Corporation, which provides turnaround management and advisory services to companies and their stakeholders, as well as investment banking services, fiduciary services, and litigation consulting, investigations and valuation services. He has extensive experience in valuing businesses, obtaining financing, and selling businesses. He serves as Financial Advisor to Debtors, lenders and Creditor Committees in bankruptcy proceedings, and as a litigation expert in several cases including the landmark Merry-Go-Round bankruptcy. Mr. Brownstein served as Chief Restructuring Officer in U.S. Mortgage, a $138 million mortgage fraud, and as Plan Administrator in Montgomery Ward LLC, the largest retail liquidation in history. Mr. Brownstein has been involved in the above activities for over 30 years. Mr....

Construction, Construction Defects - Construction Delays, Construction Breach Of Contract, Substandard Workmanship, Architectural Negligence, Design-Engineering Defects, Cost Dispute Analysis & Reconciliation, Building Inspection, Risk Management, Schedule Delay Responsibility, Slips, Trips & Falls, Job Site Failures

...His professional works earned him the President’s Medal from Royal Institute of British Architects, the Sam Walton Business Leader of the Year Award, the PRISM Award from the Silver Builders Association of Greater Boston – Best Adult Community and more. Construction Expert and Attorney David R. Mullaney offers both counsel and parties the benefit of his multiple expertise, often immeasurably valuable as to advancing construction related controversies. His knowledge and experience in major facets of related law, coupled with his granular knowledge of the vertical construction industry and his business acumen set him apart from most....

Real Estate, Property Management - property management expert, standard of care, maintenance, inspection, CPM, landlord duty of care, property injury, residential, commercial, instructor, author, parking lot, slip, trip, fall, policies, procedures, training, IREM, BOMA, balcony, balconies, safety, operations, premises liability

An expert in real estate management, maintenance, and reasonable standards of care for commercial and residential properties, including inspection and maintenance policies and procedures, landlord premises liability, financial reporting and fiduciary duties. As an expert witness since 2015, I have been engaged on a multitude of cases involving reasonable standards of care for landlords and property managers, fiduciary duties and related topics for commercial and residential properties by attorneys representing both plaintiffs and defendants. My area of focus pertains to a landlord’s/property manager’s duty to perform regular, documented property inspections, to diligently act on the findings of such inspections and to maintain a reasonably safe and secure property at all times....

Accounting, Fraud - Forensic Accounting, Accounting Expert Witness, Damages Expert, Certified Fraud Examiner, CFE, Certified in Financial Forensics, CFF, Certified Public Accountant, CPA

PRACTICE AREA • Provides professional services as a forensic accountant, expert witness, arbitrator and consultant to legal counsel for clients involved in complex civil litigation, corporate board and internal investigations, complex insurance claims, bankruptcies, and responses to actions by regulatory and investigative bodies. • Advises on matters related to damages, loss claims, fraud, financial reporting, internal controls and accounting issues, among others. • Subject matters commonly addressed include partnership and investor disputes, breach of contract, fee disputes, tort, professional negligence, misappropriation, bribery, conflicts of interest, whistleblower allegations, probate/trust matters, vendor fraud, M&A post-transaction accounting disputes, antifraud programs, internal controls, loss of value, intellectual property, theft of trade secrets, lost profits, royalties, business interruption, environmental disasters and construction defects....

Architecture, Construction Defects - Architect & Engineer Negligence, Construction Defects, Fraudulent Change Orders, Construction License Agreement, Antitrust Complaint, Standard of Care Responsibility & Compliance, Warehouse Thermal Comfort, Bid Steering, Treachery & Self-Dealing Related to Professional Practice Industry Standards

Various Types of Legal Matters that Have Benefited from Fred’s Involvement: Architect & Engineer Negligence, Compliance with Americans with Disabilities Act, Failure to Tender Payments Due & Owing for Contract Work Performed, Fraudulent Change Orders, Faulty Movie & Sound Recording Studios Construction, Faulty Sound Attenuation & Faulty Soundproofing, Misappropriation of Trade Secrets, Roofing Failure & Related Building Damages, Industrial Climate Control Engineering, Thermal Comfort, & Labor Law, Aiding & Abetting Fiduciary Duties, Labor Union Disputes, Fraud, Bribery of a Public Official, Criminal Coercion, Construction Defects, Standard of Care Responsibility & Compliance, Adversary Breach of Contract, Unjust Enrichment, Antitrust Complaint - Sherman Antitrust Act, Treachery & Self-Dealing Related to Professional Practice Industry Standards, Quantum Meruit, Defamation Per Se, Responsibility for Failure to Maintain a Building, Fraudulent Claim...

Real Estate, Real Estate Appraiser - Real Estate Brokerage, Commercial, Development, Fiduciary Duties, Ethics, Valuation, Sales, Leasing, Acquisitions, Dispositions, Office, Industrial, Warehouse, Retail, Multifamily, Land, Investments, Residential, Due Diligence, Disclosure, Marketing, 1031 Tax Deferred Exchange, Landlord, Tenant

Experienced Real Estate Broker: 29+ Years in Real Estate 22+ Years in Commercial Real Estate Certifications: Dual Specialist in Industrial & Office (SIOR) Certified Commercial Investment Member (CCIM) Awards: Active & Top Producing Transactional Commercial Broker (5%) in Nationally Ranked Office Commercial Realtor of the Year, CCIM of the Year, Distinguished Service Award, Platinum and Hall of Fame Honors, Presidents and Circle of Distinction Awards Key Specializations and Services: Tenant and Landlord Leasing Representation Site Selection / Research, Sales, Purchase, Acquisition & Disposition Services Development Consulting (Entitlements, Easements) Ethical Practices and Fiduciary Duties Valuation, Due Diligence, Disclosure Broker Price Opinion / Broker Opinion of Value Demographic Mapping and Analysis Property Marketing and Advertising Proficient in Multiple Listing Services (MLS), CoStar, LoopNet, Crexi, Brevitas Expertise in 1031 Tax Deferred and 1033 Condemnation Exchanges...