23 Trustee Expert Witnesses Found

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Christopher G Linscott, CPA, CFE, CIRA Keegan Linscott & Associates, PC

Tucson, Arizona
Fraud, Accounting - Financial, Insolvency, Forensic Accounting, Bankruptcy, Business Damages, Economics, Mining, Business Operations, Accounting investigations, Forensic investigations, Litigation support, Litigation services
...He has also served as a Financial Advisor to Debtors and Creditor Committees in Chapter 11, served as a Chapter 11 Trustee, court appointed Receiver, Financial Fiduciary, Special Master and Examiner in various court cases. Chris is adept at analyzing allegations of fraud in civil, criminal, and bankruptcy matters and working with counsel to understand the financial aspects of litigation. He has testified in Federal and various State courts.
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Advisors / Experts @MCS Associates National Expert Witness/Consulting Group

Tustin, California
Securities & Investments, Financial - Broker/dealer standards & compliance, investment advisor duties, securities suitability, stock trading, options/futures, investment banking, trustee duties
Banking, financial services & finance consulting group (est. 1973). Experts include investment, trust & fiduciary specialists, investment bankers, brokers, brokerage managers, compliance officers, accountants, economists, statisticians. Stocks / Bonds / Commodities / Hedge funds / Mortgage securities; Trading & portfolio management; Supervision, Operations & settlement; Syndications; Capital markets; NASD / FINRA arbitration; Damages, Economic / Statistical analysis, Valuations, Forensic accounting.
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John L. Heinaman Heinaman Advisors LLC

Rancho Santa Margarita, California
Construction, Construction Defects - Building Envelope, Glass & Glazing, Glass Contracting, Windows, Exterior Wall Systems, Construction Defects, Building Inspection, Glass & Aluminum Systems, Water Intrusion, Claims Resolution, Curtain Wall Installation, Contract Glazing, Project Management
...He also served as a Trustee of the Union Trust Funds in Los Angeles and Las Vegas. He was selected “Glassman of the Year” in Las Vegas.
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Mark S Laska, PhD Great Ecology

San Diego, California
Environmental - Natural Resource Damages, NRD, NRDA, climate change, coastal resiliency, mitigation, habitat, species, mitigation banking, PFAS, ecology, wetland, river, coastal, upland, environment, ecosystem, contaminants
...He has served as a consulting and expert witness on cases involving NRD, PFAS, contaminates, and habitat damages for a variety of clients, state trustees, and legal counsel across the United States. He is an expert in habitat restoration, climate change, habitat and species biology, and sustainability.
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David E. Pilcher, CPCU, ARM, AIC, AAI David E. Pilcher, CPCU, ARM, AIC, AAI

Monrovia, California
Insurance, Risk Management - Workers Compensation,General Liability insurance,Personal and Commercial Lines,Errors and Omissions Casualty Claims,Bad Faith,Risk Management / Loss Control, Coverage and/or Contractual Disputes, Employer Practices Liability, Wage and Hour Disputes,and other Casualty issues.
...I have served on the Risk Management and Threat Assessment Advisory Board for Cal State Fullerton University Extended Education Program and have previously served as a Management Trustee for the Metropolitan Employee Benefits Association and on the Alliance of Schools for Cooperative Insurance Programs (ASCIP) Loss Control Committee. I have significant experience in litigated casualty claims case management combined with a thorough knowledge of tort liability and common law principles, workers' compensation law and the Labor Code, claims practices, underwriting, and sound risk management and loss control procedures. I have qualified as an expert witness before the Superior Court of California and the United States District Court, Central District of California, and hold several recognized professional designations, an active CA Broker/Agent and Life Agent license, and a CA Self Insurance Administrators Certificate.
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Daniel M Reser, JD Fiduciary Services, Inc.

San Rafael, California
Financial - Independent Fiduciary, Corporate Retirement Plans, ERISA, ESOP, Trusts, Benefits,Mergers,Acquisitions,Valuation, Fiduciary Duty
...Reser has been a corporate fiduciary for securities and reorganization transactions as well as trustee and custodian of retirement plans for over 30 years. Much of this time was as an officer of large national and international banks. Since 2003 he has served as the President of Fiduciary Services, Inc. (“FSI”), a registered investment advisor located in San Rafael, California. Mr. Reser and FSI focus on providing trustee and fiduciary services for transactions and ongoing administration related to Employee Stock Ownership Plans or ESOPs. An ESOP transaction involves purchasing company stock from business owners who are looking for an exit or liquidity plan for their businesses where the shares are placed in a trust for the employee/participants. There can be significant tax and incentive advantages for selling to and maintaining an ESOP owned company. Besides holding an undergraduate and law degree from Southern Methodist University Mr....
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Scott Christian, MBA Baysore & Christian Fiduciary Services LLC

Centennial, Colorado
Securities & Investments, Real Estate - Professional fiduciary, Probate, Conservatorship, Fiduciary Duty, Forensic Accounting, Trust Administration, Power of Attorney, Prudent Investor, Real Estate, Personal Representative, Executor
.... - Trustee in more than 35 trusts. - Court appointed Conservator in more than 60 conservatorships. - Personal representative in more than 40 estates. - Deep background in commercial real estate, residential real estate and resort real estate. Acquisition, divestiture, leasing of real estate as a principal - Fact witness in more than 15 contested cases.
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William Fender, CPA, J.D., MBA, AIFA, RF Innovest Portfolio Solutions LLC

Denver, Colorado
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 •...
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Lea Anne Groover Groover Law

Orlando, Florida
Banking, Financial - professional fiduciary, trust administration, probate administration, fiduciary duty, complex estate plans, executor
...During her tenure, she was responsible for engaging in fiduciary decision making by executing the terms of any plan or document in which PNC served as trustee. She successfully managed complex, litigious relationships involving various assets, multiple internal departments, and outside counsel. Before joining PNC Bank in 2017, Ms. Groover acted as an Attorney with Shuffield, Lowman, and Wilson. Prior to this position, she held an executive officer position at Seaside National Bank & Trust, a de novo bank, as Chief Fiduciary Officer, where she developed policies and procedures by working with the Office of the Comptroller of the Currency (OCC). She also held a corporate officer position at SunTrust Bank, N.A.
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Eugene M. Pascarella, DPM, FACFAS, MBA Foot and Ankle Associates of Florida

Altamonte Springs, Florida
Podiatry, Foot & Ankle Surgery - Foot Surgery, Ankle Surgery, Ankle Sprain, Foot Injury, Ankle Injury, Buionectomy, Foot Wound, Foot Ulcer, Foot Infection, Diabetic Foot, Foot Surgical Complication, Foot Pain, Podiatry, Podiatric Medicine and Surgery
...Pascarella served on the Board of Trustees for the Ohio College of Podiatric Medicine and currently serves on the Kent State College of Podiatric Medicine Advisory Board and Board of Trustees for the OCPM Foundation. He has 30 plus years’ experience in private practice at Foot and Ankle Associates of Florida.
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Hal S Pineless, DO, FACN NeuroCare Institute of Central Florida

Winter Park, Florida
Neurology - Independent Medical Exams, Medical Records Reviews, Legal Medicine, Stroke, Epilepsy, Dementia, Falls, Osteopathic Medicine, Alzheimer's Disease, Parkinson's Disease, Headaches, Carpal Tunnel Syndrome, Neck & Back Pain
...He was on the Florida Hospital Board of Trustees for 4 years. He was elected by his peers as a Fellow of the American Osteopathic Board of Neurologists and Psychiatrists. Dr. Pineless served as medical director for NeuLife Rehabilitation in Mt. Dora, FL from 2014-2017. Dr. Pineless was named as one of Orlando Magazine’s Top Doctors in 2013, 2014 and 2017. He has been President of the NeuroCare Institute of Central Florida for 32 years.
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Charles W Ranson Charles W. Ranson Consulting, Inc.

Fort Lauderdale, Florida
Banking, Securities & Investments - 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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Thomas J Zaydon, Jr., MD

Miami, Florida
Plastic Surgery - Burns, Scars, Displaced Implants, Plastic Surgery, Facial Fractures, Dog Bites, Wound Care, Nasal Fractures, Laser Burns, Air Bag Facial Burns, Hand Injuries, Finger Injuries, Lower Extremity Burns, Slip and Fall Accidents, Expert Witness, Expert Medical Advisor, Peer Reviews,
...He served on the board of trustees for the Southeastern Society of Plastic Surgeons. He is a member of the American Society of Plastic Surgery and the American Society of Aesthetic Plastic Surgeons. He serves on the review board for a major insurance company that reviews doctors malpractice insurance claims. He reviews cases/authorizations for a large worker's compensation carrier. He has worked with plaintiff and defense firms. Doctor Zaydon has impeccable credentials and has privileges at 11 major hospitals/ASC facilities. Medical - Legal consulting including expert reports can be performed electronically via telemedicine.
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Brian Crowley, MD Brian Crowley, MD

Bethesda, Maryland
Psychiatry, Forensic Psychiatry - PTSD, security clearance, hospital standards, malpractice, personal injury, testamentary capacity, contractual capacity, undue influence, suicide, sexual harassment, fitness for duty, insanity, court martial, Have testified in state, federal civil and criminal matters extensively.
...Active in leadership roles in psychiatry, he served from 2010-2016 on the Board of Trustees of the American Psychiatric Association; on the Executive Council of the American Academy of Psychiatry and the Law 2007-2010; is a Past President of the Washington Psychiatric Society, and a member of the American College of Psychiatrists.
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Martin E. Gordon, MD CEO Medical Films, LLC/Yale University, School of Medicine/Medical Films, LLC

St. Louis, Missouri
Gastroenterology, Internal Medicine - International Health & Travel Medicine Expert, Dx and Rx problems during and after trips, educational consultant med-media: film creator, producer/director; exhibits, medical teaching devices, endoscopy: benefits & problems
Finalist Judge and Dean of the Academy of Judges, Annual International Medical Film Festivals, Emeritus Chairman, Board of Trustees, Cushing/Whitney Medical Library, Yale University School of Medicine
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Thomas Bojko, MD, MS, JD, FCLM Hospital Experts

Port Monmouth, New Jersey
Medical Management, Legal Medicine - Hospital Administration, Hospital Negligence, Joint Commission Standards, Negligent Credentialing, Physician Contracting, Informed Consent, Standards of Care, Patient Transfer, Patient Safety, Pediatric Critical Care, Birth Injury, Hyperbilirubinemia
...He gained national prominence serving as a member of the American Academy of Pediatrics Section on Critical Care Executive Committee and as a member of the NACHRI (National Association of Children’s Hospitals) Board of Trustees. In addition, he has authored numerous articles, policy statements and editorials in peer-reviewed journals. He also participated in authoring the American Academy of Pediatrics Policy on Hyperbilirubinemia.
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Frank Seigel, CPCU Ringwood Consulting Group, Inc.

Allamuchy, New Jersey
Insurance, Financial - Agent/Broker, Broker Duties, Agent/Broker Duties & Responsibilities, Agent/Company Relations, Bad Faith, Errors & Omissions, E&O, Coverage Disputes, Excess/surplus, Surplus Lines, Casualty, Property, Life, Health, Disability, Coverage, Contractual Disputes, Arbitration, Mediation, Standards of Care
.... • Former Trustee and Current Volunteer, Equine Tranquility Wellness Center, Inc., a therapeutic riding center for those with and without Special Needs, such as Autism, Asperger’s, MS. PTSD, Downs Syndrome, ADHD/ADD, etc.
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Kerry Campbell, CFA®, CFP®, AIFA® Kerry Campbell LLC

Staten Island, New York
Securities & Investments, Financial - Uniform Prudent Investor Act, UPIA, Prudent Investor Rule, 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, Hedge Funds, FINRA, Annuities.
...He has been retained by institutional investors, high net worth investors, large global financial institutions, trustees and trust beneficiaries.
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Steven M Williams, MD Mohawk Valley Retina

New Hartford, New York
Ophthalmology - Retina, Macula, Optic Nerve, Glaucoma, Uveitis, Ocular Surgery, Ocular Trauma, Ocular Infections, Ocular Oncology, Neuro-ophthalmology, Retinal Detachment, Diabetic Retinopathy
...He also has served as a Trustee at St. Elizabeth Medical Center providing quality assurance and medical performance oversight. Dr. Williams has served as a consulting expert witness for over fifteen years.
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Joseph E Gian-Grasso, DMD

Philadelphia, Pennsylvania
Periodontics, Dentist - dental implants (surgery), periodontal (gum)disease-diagnosis and treatment, treatment planning and sequence, dental bone and gum infection, dental bone loss, preservation and regeneration
...Gian-Grasso is a past president of the Academy of Osseointgration and served as a trustee of the American Academy of Periodontology for six years. He is a National spokesperson for the American Academy of Periodontology. He served as a Director of the Implantology Center at the Medical College of Pennsylvania. He frequently lectures in the areas of Periodontics, Prosthodontics, Dental Implantology, and Reconstructive Periodontics. Dr. Gian-Grasso has been the recipient of many prestigious dental and periodontology awards, including the Abram Cohen Award, the American Academy of Periodontology Award, the Lactona Award, and the University of Pennsylvania University and Dental Alumni Awards of Merit. He served on the Board of Overseers of the University of Pennsylvania School of Dental Medicine for sixteen years, and currently serves on the Dean’s Council....
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Frank Seigel, CPCU Ringwood Consulting Group, Inc.

Pennsylvania
Insurance, Financial - Agent/Broker, Broker Duties, Agent/Broker Duties & Responsibilities, Agent/Company Relations, Bad Faith, Errors & Omissions, E&O, Coverage Disputes, Excess/surplus, Surplus Lines, Casualty, Property, Life, Health, Disability, Coverage, Contractual Disputes, Arbitration, Mediation, Standards of Care
.... • Former Trustee and Current Volunteer, Equine Tranquility Wellness Center, Inc., a therapeutic riding center for those with and without Special Needs, such as Autism, Asperger’s, MS. PTSD, Downs Syndrome, ADHD/ADD, etc.
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John C Lundell, MD

Garland, Texas
Anesthesiology - Difficult airway, drug interactions, hypotension, positioning, operating room fires, nerve injury, intubation, recovery room, informed consent, epidurals, nerve blocks, airway trauma, central venous catheter, stroke, extubation, hypoxia, sedation, central lines, postoperative
...Magna Cum Laude graduate of BYU, Board of Trustee’s Scholarship, Dean’s List. Multiple Five Star Spirit Awards for Excellence, Baylor University Medical Center. Completed SEAK expert witness training.
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Stephen M McGurl McGurl Risk Advisors LLC

Midlothian, Virginia
Banking, Real Estate - Real Estate - Financing,Trustee MBS, Underwriting - Credit, Due Diligence, Banking operations, Fraud, loan administration, Mortgage Banking, Foreclosures, Default Servicing, Trade Secrets, HECM - Reverse
...He has reviewed thousands of loans for litigation support in MBS - Trustee cases. He has over 35 years of experience in the mortgage banking industry. As a Managing Director in the Financial Services space, his primary focus has been providing solutions in the Compliance & Fair Lending and Controls for Banks, Credit Unions and mortgage lenders. He has been an Executive in Operations, Sales, Credit and Account Management at several Top Ten Lenders. He has owned a mortgage company and started another mortgage company in relocation mortgage services. He understands what is involved in building and operating a business on a daily basis. Previously, Steve was the Chief Operating Officer of Main Street Mortgage and Investment Corporation. In this Executive role, Steve was involved with the bank management on the key decisions for making the business successful. Steve is very active with the local and state MBA’s and the national MBA as an instructor and committee member....
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