Kerry Campbell, CFA®, CFP®, AIFA®
Kerry Campbell LLC
Staten Island, New York
Securities & Investments, Financial
Uniform Prudent Investor Act, UPIA, Fiduciary Best Practices, Fiduciary Duty, Breach of Fiduciary Duty, Trust and Estates, Trustees, Trustee Beneficiaries, Damages, Suitability, Financial Planning, Portfolio Management, Asset Allocation, Elder Abuse, Prudent Investor Rule, FINRA, Financial Planning
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 construction, 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 Masters 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...
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