Trusts & 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...

Roseville, California

Accounting, Trusts & Estates - Fiduciary Accounting, Financial Forensics, Estate and Trust Litigation Support, Probate Accounting, Trust Accounting

Professional Credentials Certified Public Accountant (January 2001) – California License #80419 Completion of: AICPA’s Fundamentals in Forensic Accounting Certificate AICPA’s Core Forensic Accounting Certificate AICPA’s Specialized Forensic Accounting Certificate Employment Hyland Accountancy Corporation (2014 – Present) California State Board of Accountancy - Corporate Registration #COR 9901 Accounting and Consulting CEO – Fiduciary Accounting, Financial Forensics in Fiduciary Accounting, Litigation Support, Expert Witness, General Small Business Accounting Kristi L. LeGue (Hyland), CPA (2004 – 2011) Tax Practice Owner – Individual and Small Business Tax Return Preparation and Consulting Sutter Medical Foundation (2001 – 2004) Healthcare Accounting/Budget Analyst / Senior Accountant PricewaterhouseCoopers, LLP (1998 – 2001) Assurance and Business Advisory Services (ABAS) Senior Associate Education ...

San Luis Obispo, California

Trusts & Estates, Securities & Investments - Trust & Estate Litigation, Trust Disputes, Trustee Executor Conduct, Fiduciary Breach, RIA Broker-Dealer, FINRA SEC, Banking, Corporate Trustee, Compliance, Cryptocurrency, Private Equity, Closely Held, Structured Products, Complex Assets, Securities, Offshore, Complex Insurance, Employment Disputes, DST Real Estate, Lending

Jon-Eric Kronvall is a testifying expert witness with more than 35 years of experience in fiduciary governance, retail, business, and private banking, investment advisory, and securities regulation. As President of Esoteric Advisors, he delivers expert reports, declarations, affidavits, depositions, and trial testimony to courts, arbitration panels, and counsel on behalf of both plaintiffs and defendants. Mr. Kronvall's concurrent role as President, Chief Investment Officer, and Chief Compliance Officer of Wealth Innovation, a Registered Investment Adviser firm, keeps his expert opinions grounded in current market conditions. He is actively managing portfolios for high-net-worth clients using the same products, regulatory standards, and fiduciary frameworks he analyzes in litigation — informed by current practice rather than retrospective analysis. Esoteric Advisors and Wealth Innovation operate as independent practices with no shared clients, referrals, or overlapping engagements,...

California

Appraisal & Valuation, Personal Property Appraiser - USPAP appraiser, qualified appraiser, IRS Form 8283, Form 706 appraisal, celebrity provenance, luxury appraiser, counterfeit goods, superfake detection, Hermes Birkin, Chanel handbags, Louis Vuitton, Goyard, Chrome Hearts, Rolex, jewelry appraisal, watch appraisal, Fraud, divorce appraisal, Trusts & Estates, customs disputes

Jack Holowczak is a USPAP-compliant personal property appraiser and qualified expert witness specializing in luxury goods authentication and valuation. Over 10 years of forensic authentication experience across 50+ luxury houses and more than 2,000,000 items examined. Founding Director of PROVENANCE, a luxury authentication, appraisal, and advisory practice serving private collectors, insurers, executors, attorneys, and resale platforms across the United States and Canada. QUALIFIED APPRAISER STATUS Qualified appraiser under 26 CFR Section 1.170A-17(b)(2)(i)(A) -- Path A (coursework and experience). USPAP-compliant via Personal Property coursework through the International Society of Appraisers (ISA), per Appraisal Standards Board requirements. Reports prepared in conformity with USPAP Standards 7 (Personal Property Appraisal Development) and 8 (Personal Property Appraisal Reporting), on PROVENANCE letterhead, for insurance scheduling, fair market value (estate, probate, divorce, ...

Denver, Colorado

Securities & Investments, Trusts & Estates - 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...

Greenwich, Connecticut

Trusts & Estates, Dispute Resolution - Fiduciary Duty, Trusts & Estates, Corporate Trustees, Duty of Prudent Care, Fiduciary Litigation, Trustee Responsibility, Trust Administration, Duty of Loyalty, Fiduciary Mediation, Trustee Liability, Estate Administration, Duty of Impartiality, Fiduciary Liability, Industry Custom & Practice, Trustee Fees, Fiduciary Investments

Dan FitzPatrick is an attorney and well-known wealth management professional whose decades-long career includes fiduciary leadership positions in a number of premier financial institutions, including: head of Citigroup's global fiduciary business (Citi Trust); founder, chairman and president of The Goldman Sachs Trust Company, N.A.; head of JP Morgan's domestic fiduciary advisory team (Generational Planning) and leader of its Global Fiduciary Management unit; regional managing director for BNY Mellon Wealth Management, with responsibility for overseeing that firm's estate administration business in the NY/NJ/CT tri-state area; and head of Webster Private Bank, responsible for that firm's trust and estate management activities. Currently, as president of Northway Wealth Advisors, LLC (DBA Northway Fiduciary Advisors), Dan advises individuals and families in the satisfaction of their fiduciary responsibilities as executors of estates, trustees of personal trusts, and directors of pri...

Staten Island, New York

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...

New York

Trusts & Estates, Dispute Resolution - Fiduciary Duty, Trusts & Estates, Corporate Trustees, Duty of Prudent Care, Fiduciary Litigation, Trustee Responsibility, Trust Administration, Duty of Loyalty, Fiduciary Mediation, Trustee Liability, Estate Administration, Duty of Impartiality, Fiduciary Liability, Industry Custom & Practice, Trustee Fees, Fiduciary Investments

Dan FitzPatrick is an attorney and well-known wealth management professional whose decades-long career includes fiduciary leadership positions in a number of premier financial institutions, including: head of Citigroup's global fiduciary business (Citi Trust); founder, chairman and president of The Goldman Sachs Trust Company, N.A.; head of JP Morgan's domestic fiduciary advisory team (Generational Planning) and leader of its Global Fiduciary Management unit; regional managing director for BNY Mellon Wealth Management, with responsibility for overseeing that firm's estate administration business in the NY/NJ/CT tri-state area; and head of Webster Private Bank, responsible for that firm's trust and estate management activities. Currently, as president of Northway Wealth Advisors, LLC (DBA Northway Fiduciary Advisors), Dan advises individuals and families in the satisfaction of their fiduciary responsibilities as executors of estates, trustees of personal trusts, and directors of pri...

Toronto, Ontario

Appraisal & Valuation, Personal Property Appraiser - USPAP appraiser, qualified appraiser, IRS Form 8283, Form 706 appraisal, celebrity provenance, luxury appraiser, counterfeit goods, superfake detection, Hermes Birkin, Chanel handbags, Louis Vuitton, Goyard, Chrome Hearts, Rolex, jewelry appraisal, watch appraisal, Fraud, divorce appraisal, Trusts & Estates, customs disputes

Jack Holowczak is a USPAP-compliant personal property appraiser and qualified expert witness specializing in luxury goods authentication and valuation. Over 10 years of forensic authentication experience across 50+ luxury houses and more than 2,000,000 items examined. Founding Director of PROVENANCE, a luxury authentication, appraisal, and advisory practice serving private collectors, insurers, executors, attorneys, and resale platforms across the United States and Canada. QUALIFIED APPRAISER STATUS Qualified appraiser under 26 CFR Section 1.170A-17(b)(2)(i)(A) -- Path A (coursework and experience). USPAP-compliant via Personal Property coursework through the International Society of Appraisers (ISA), per Appraisal Standards Board requirements. Reports prepared in conformity with USPAP Standards 7 (Personal Property Appraisal Development) and 8 (Personal Property Appraisal Reporting), on PROVENANCE letterhead, for insurance scheduling, fair market value (estate, probate, divorce, ...