Trusts & Estates Expert Witnesses in California

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...

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, ...

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,...

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 ...