Expert witness in cases involving breach of fiduciary duty; I am often consulted in NASD securities arbitrations, trust, probate, ERISA pension plans, 401k's and non-profit litigation.

None

He is one of the first Accredited Investment Fiduciary Auditors in the country. He provides expert witness, litigation support and consulting to cases in the FiduciaryTHEATER(tm). PROFESSIONAL EXPERIENCE His background includes over 19 years experience at two major Wall St. investment firms - primarily in financial and sales management at the national, regional and branch levels. FiduciaryFORENSICS(tm) is a proprietary probe designed to answer the "How and why did I lose money" compared to the fiduciary standard of care expected of financial advisors. EDUCATION BA Economics, Rutgers University MBA, Pepperdine Unoversity AIFA, University of Pittsburgh

None Selected

Expert Witness For Fiduciary Duty Breach Of Fiduciary Duty Investment Losses Trust Investments Stockbroker Malpractice 401k Losses Pension Plan Losses Suitability Securities Arbitration Nasd Arbitration Profit Sharing Defined Benefit Plan Duties Of Trustee Failure Of Trustee Duties Of Investment Committees Duties Of Trustee Margin Accounts Mutual Fund Losses Variable Annuity Losses Fiduciary Liability Fiduciary Responsibility

401k losses, breach of fiduciary duty, defined benefit plan, duties of investment committees, duties of trustee, EXPERT WITNESS FOR FIDUCIARY DUTY, failure of trustee, fiduciary liability, fiduciary responsibility, investment losses, margin accounts, mutual fund losses, nasd arbitration, pension plan losses, profit sharing, securities arbitration, stockbroker malpractice, suitability, trust investments, variable annuity losses