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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 Credit Suisse. He was also a managing director and the head of investment banking of Southwest United States with Wells Fargo Securities. This expert currently serves as the associate dean and a professor of finance at a university in Texas and as the managing director of the corporate governance branch at a global management research institution.
Managing Director, Corporate Governance, A Global Management Research Institution
Doctor of Philosophy (PhD), Oklahoma State University
Frisco,
Texas
Find Fiduciary Duty Expert Witnesses In:
What Can a Fiduciary Duty Expert Witness Opine On?
Investment Management
Overseeing and managing client investments.
Financial Planning
Creating comprehensive financial strategies.
Conflict of Interest Assessment
Evaluating potential conflicts in decision-making.
Risk Management
Identifying and mitigating financial risks.
Client Reporting
Providing detailed financial performance reports.
Compliance Review
Ensuring adherence to legal obligations.
FAQs for Fiduciary Duty Expert Witnesses
What is the role of a fiduciary duty expert witness?
A fiduciary duty expert witness is a financial or legal professional who explains fiduciary standards and breaches in court. They assist by reviewing records, giving expert testimony, and clarifying complex fiduciary duty issues.
What types of cases may require the expertise of a fiduciary duty expert witness?
A fiduciary duty expert witness handles cases involving trustee misconduct, financial advisor negligence, corporate governance breaches, shareholder disputes, and investment management malpractice.
How can a fiduciary duty expert witness support breach-of-duty damages analysis?
A fiduciary duty expert witness supports breach-of-duty damages analysis by quantifying financial losses, assessing causation, and explaining complex fiduciary standards to the court.
What qualifications should a fiduciary duty expert witness possess for complex financial matters?
A fiduciary duty expert witness should have advanced financial credentials, extensive fiduciary experience, litigation support background, and a proven record handling complex financial matters.
How does a fiduciary duty expert witness evaluate compliance with industry standards?
A fiduciary duty expert witness evaluates compliance with industry standards by reviewing conduct, documents, regulations, and best practices to assess whether fiduciary obligations were met.
What is Expert Institute’s process for selecting fiduciary duty expert witnesses?
Expert Institute delivers a tailored approach to connect you with top-tier experts. We identify actively practicing professionals who meet your exact criteria for specialty, experience, litigation background, fee structure, credentials, location, and more.