Fiduciary Duty Expert Witnesses

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Fiduciary duty expert witnesses practice in a variety of fields, including corporate law, financial services, estate planning, trust administration, and real estate. Some of the most common fiduciary duty expert witness specialties also include breach of fiduciary duty, trustee duties, investment management, retirement plan governance, and professional ethics. They can opine on the effects of conflicts of interest, mismanagement of funds, breach of trust, improper investment strategies, and violations of fiduciary duty.

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Hedge Fund Compliance & Fiduciary Duty Expert WitnessView profile


Hedge Fund Compliance & Fiduciary Duty Expert Witness

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This expert is a senior-level investment manager with extensive experience in long/short equity investing. He is an expert in hedge fund strategies, securities selection, portfolio management and other investment-related issues. He has provided consulting, investment research and expert witness services to investment funds and law firms since 2004. He earned his masters in business administration...

Bankruptcy Law & Corporate Financial Restructuring Expert WitnessView profile


Bankruptcy Law & Corporate Financial Restructuring Expert Witness

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This highly-qualified expert in bankruptcy law has over 15 years of experience in his field, with extensive experience in myriad commercial law matters, including bankruptcy, contract disputes, commercial loans, financial restructuring, fiduciary duties, fraudulent transfer law, corporate responsibility, leveraged buyouts, and securities. He earned his BA in business administration from the...

Marketing Expert WitnessView profile


Marketing Expert Witness

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New York

This expert has over 40 years of experience in marketing across various industries, with experience in financial services, economic damages, restructuring, bankruptcy, and fiduciary duties. He earned his BS in business administration and management from Indiana University. He has worked as a business consultant since 1990 focused on sales, marketing, and project management. He has developed...

Banking and Finance Expert WitnessView profile


Banking and Finance Expert Witness

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This highly-qualified banking and finance expert has nearly 50 years of experience in the field. He earned his BA in economics from Pace University and completed graduate studies in finance at New York University. He currently holds a Series 65 registration and has previously held both Series 7 and 24 registrations. He is active in his field as a member of the executive advisory board for St....

Fiduciary Duty & Retirement Plans Expert WitnessView profile


Fiduciary Duty & Retirement Plans Expert Witness

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New York

This highly-qualified expert has extensive experience in the finance industry, with his work focusing on ERISA, fiduciary duty, FINRA and suitability, retirement plans, financial technology, and wealth management. He earned his BS in economics with concentrations in international business and money, banking, and finance from the State University of New York at Fredonia. He is a chartered...

Mergers & Acquisitions and Corporate Governance Expert WitnessView profile


Mergers & Acquisitions and Corporate Governance Expert Witness

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This expert has extensive experience in mergers, acquisitions, and corporate governance. He earned his BSBA in business from the University of Tulsa, his MBA with a concentration is finance from Northwestern University and his PhD in business administration from the Oklahoma State University. He has served as a strategic advisor at numerous locations including Goldman Sachs & Co, Citigroup, and...

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Fiduciary Duty Expert Witness FAQs

A fiduciary duty expert witness is a professional who provides testimony in legal cases involving breaches of fiduciary duties. They have extensive knowledge in trust management, investment strategies, and financial regulations.

These experts are often called upon in cases involving allegations of breach of fiduciary duty, such as mismanagement of funds, conflicts of interest, or negligence in financial decision-making.

Subspecialties can include trust and estate management, corporate governance, investment advising, retirement plan administration, and more.

The expert can analyze financial records, assess the appropriateness of investment decisions, and provide an opinion on whether the actions taken were in line with fiduciary responsibilities.

Each type of fiduciary relationship has unique standards and regulations. An expert with specific experience can provide relevant insights and credible testimony tailored to your case.

Expert Institute offers a personalized approach to help you find the highest quality experts. We source actively-practicing professionals who match all your requirements for specialty areas, work experience, litigation history, fee range, certifications, location, and more.

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