Trusts & Estates Expert Witnesses in 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...

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...