Estates Expert Witnesses

Securities & Investments, Trusts & Estates - 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

Mr. Campbell has over 30 years of financial industry experience. 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. He is an Approved FINRA Dispute Resolution Arbitrator, a Cha...

Philadelphia, Pennsylvania

Accounting, Fraud - Forensic Accounting, Fraud Investigation, Embezzlement, Litigation Support, Internal controls, Asset Misappropriation, Tracing & Reconstruction, Financial Statement Analysis, ERISA, Business Disputes, Divorce, Business Interruption Losses, Bankruptcy, Payroll Fraud, Bank Account Tracing, Financial crimes, Expert Witness, Estates

Alle Aldrich, CFE, MAFF, is a forensic accountant and fraud examiner with 15 years of experience conducting financial investigations, reconstructing records, and providing litigation support in civil and criminal matters. She specializes in fraud investigation, embezzlement, fund tracing, internal‑control failures, economic damages, ERISA fiduciary breaches, shareholder and partnership disputes, nonprofit fraud, divorce‑related financial analysis, and bankruptcy‑related examinations. Her background includes serving as a Forensic Accountant with the Federal Bureau of Investigation, where she supported complex financial‑crime investigations and collaborated with Special Agents and federal prosecutors. She later served as CEO and Forensic Accountant at Fact Finder Forensics, leading investigative engagements and managing firm operations. Prior to that, she founded and operated Calculating Destiny, a GAAP‑based accounting and controller‑services firm that also provided early‑stage fore...