Insurance Broker Expert Witnesses in Massachusetts

This highly qualified economist received his B.A. from Harvard University, M.A. from the University of Oxford, and his Ph.D in Economics from George Washington University. He brings extensive experience in financial regulation through his 5 years experience working as an economist at the federal-level at the Federal Reserve Board, Small Business Administration, and Federal Deposit Insurance Corporation. He also served as Chief Economist and Senior Policy Adviser in the Office of the New York City Comptroller for 13 years. He has taught MBA level courses on Corporate Social Responsibility, Finance and Economics at NYU's Stern School of Business, Baruch College, and Pace University. This expert is a member of several professional organization including the New York Association for Business Economics, Economists for Peace and Security. His testimony has been heard by such agencies as the NYS Public Service Commission three times, the NYS Assembly Housing Committee, the NYC Council, NYC Taxi & Limousine Commission, .and the U.S. House Banking Committee.

This expert has been practicing law for over 35 years. A nationally recognized insurance coverage counselor, he is well known for his bi-weekly newsletter summarizing important insurance coverage decisions in New York State courts. Listed in Best Lawyers in America the past 6 years in a row, he has also been named as Lawyer of the Year for Insurance Law by the same publication. This expert has been teaching Insurance Law as an Adjunct Professor at a major university's law school for nearly 30 years, and he is a Senior Member specializing in insurance coverage at a large law firm.

This expert is an investment professional with over 25 years of experience in the securities industry, including investment management responsibility, broker-dealer management, due diligence oversight for sophisticated products, financial analysis, and high net worth sales expertise. A graduate of Dartmouth College and the Kellogg Graduate School of Management at Northwestern University, he has worked in the financial services and investment advisory business for over twenty years. Beginning his professional career in 1984 as an Analyst with First Chicago, he was also associated with Wellington Management in Boston, where he served as a Vice President and worked in pension fund asset management. He has also worked as a private banker at Fleet Private Clients Group, where he assisted high net worth clients establish customized investment portfolios. In addition, this expert worked for over ten years as an executive at Chubb Securities and Chubb Life Insurance Company, where he managed institutional accounts and oversaw the direct investment in venture capital, real estate, and bonds and equities. Currently, this expert is the owner of a registered investment advisory firm, specializing in customized portfolio management for individuals and companies.

This expert has extensive experience applying economic and financial models to matters regarding property and casualty insurance. He has applied his models to personal and commercial lines of coverage, including those involving catastrophe exposures. He earned his M.A. and his Ph.D. in Economics from Rutgers University. The expert is a Member of the American Risk & Insurance Association and also sits on the Editorial Boards of the Journal of Insurance Regulation and Benefits Quarterly. He has been working for a large economics consulting firm since 1989.

This highly experienced actuary specializes in long term care insurance. He began his actuarial career at the Fireman's Fund Life Insurance Company in San Francisco and later transferred to Genworth Financial. For more than a decade, he served as an actuary with LifeCare Assurance Company in Los Angeles, focusing on the long term care field. He now is an actuarial consultant with a specialty in long term care and product pricing.

This expert is a certified legal nurse consultant and a registered nurse. She has has many positions as a nurse and now works as a life planner and nurse consultant at three different practices. She is certified as a life care planner and in life accident and health insurance.

This highly qualified insurance regulatory matters expert has over 45 years of professional experience. He completed his BA in accounting at Loyola College and his MBA at St. Johns University. He holds professional certifications as an insurance examiner and a market conduct manager. This expert is a distinguished member of various professional organizations, including the Insurance Regulatory Examiners Society and the Association of Insurance Compliance Professionals. Formerly, this expert has served as the deputy bureau chief of the New York State Department of Financial Services. In this role, this expert reviewed the division's operational needs, conducted review of insurer proposals, and represented the department in meetings with various industry organizations.

This highly qualified expert has nearly 40 years of experience in insurance. He earned his BBA in accounting from Hofstra University before beginning his career in insurance with the New York State Insurance Department and the New York State Department of Financial Services. During his 35 years working for the New York State Insurance Department, he held several prominent positions, including director of policy initiatives and assistant chief examiner of the property bureau. He has years of demonstrated experience dealing with health, life, and property insurance regulations. Currently, this expert serves as the principal for an insurance and regulatory consulting firm in 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 retirement planning coordinator and has previously held Series 7, 31, 63, and 65 licenses. He is active in his field as a frequently published author of finance articles. He has formerly served as a private banker at Bank Leumi USA, the director of the institutional brokerage group at Fidelity Investments/NFS, the vice president of personal financial services at Chase Bank, a financial advisor for global private clients for Merrill Lynch, vice president for JP Morgan Securities, and the vice president of Clark Dodge Asset Management. Currently, this expert serves as the managing member and project manager for a fiduciary consulting firm in New York.

This highly-qualified expert has over 40 years of experience in the financial services industry specializing in data science and mathematics with a current focus on long term care insurance. He earned his BS in mathematics from Worcester Polytechnic Institute and his MS in information science and operations research from Rensselaer Polytechnic Institute. Formerly, he has held positions as a corporate telecommunications network designer at Aetna, the assistant director of telecommunications at CIGNA, the co-founder and CEO of Intelligent Network Systems, a consultant for Tucker Network Technologies, and the founder and president of Sage Telecommunications Corporation. He currently serves as the co-founder, operating member, research scientist, and strategist of a research and development company focused on finance, health, and happiness.

This qualified engineer has handled numerous forensic evaluations for both law firms and insurance companies. He is licensed in the States of Connecticut and New Jersey with 20 years of experience in the engineering and construction industries serving in various management capacities. This expert has considerable experience in consulting on engineering standards, construction defects, OSHA safety standards and related matters. These strong qualifications make him highly capable of reviewing the case at hand. He has exceptional report writing capabilities and his investigations are detailed while incorporating all relevant technologies. His work for the legal community includes both the plaintiff and defense firms. He has been deposed, served as a trial consultant and his work has assisted in the settlement of several cases.

This expert is an emergency physician in practice for 30 years, 18 of which he reviewed claims for all classes of medical payers including Blue Cross plans, major indemnity insurers, and Medicaid. One of his specialties is cost containment and recovery of overpayments, and he has designed and implemented major claims audits systems. He earned his MD at the University of Chicago and has held emergency medicine and medical directorship positions for many years. He currently serves as the president of a private medical consulting firm, in addition to his role as attending emergency physician and clinical professor at a major university medical center.

This ski safety expert is the Principal Consultant at a major consulting firm, the premiere Ski Safety Consulting Practice in North America specializing ski accident investigation, skiing related litigation consulting, ski area risk management, ski area loss control, operational best practices and generally accepted practices and principles employed by the ski industry. His knowledge, education, training and experience include over 35 years as a risk management, loss control, litigation management, accident investigation, insurance professional and 25 years of ski industry investigations involving thousands of skiing accidents, hundreds of catastrophic ski accidents and strategic resolution of all types of ski industry litigation.

This expert has over 20 years of experience in advising asset managers of all sizes and complexities across fund and investment adviser formation, securities, corporate, regulatory, fund marketing, fund operations, investor due diligence, compliance and best practices front to back office infrastructure including legal negotiations and operational set up with various trading counter-parties and service providers such as fund administrators, prime brokers. He received his B.S. and Master's Degrees at Pace University in addition to a J.D. from Quinnipiac University. His extensive experience in fund management includes working at both Nikko Alternative Asset Management and CooperNeff Advisors where he was part of the executive business management team and Chief Legal Officer with roles and responsibilities across multi-strategy platforms and the due diligence of managers and related service providers. He also co-founded Anchor Risk Advisors, a hedge fund trading in catastrophic weather linked fixed income instruments, where he managed enterprise matters including funds and managed accounts. He currently serves as Managing Partner for a legal and business development consulting firm for asset management firms.

This expert has over 30 years of experiences with securities, investments, and insurance at the financial advisor, supervisory, and managing principal level. He has his producer's license in life, accident, and health insurance, is a certified financial planner, a chartered financial consultant, and a chartered life underwriter. He is also a member of numerous prestigious organizations in the insurance and financial services fields. This expert is is a former agency manager at John Hancock Financial Services, former managing principal at Waddell and Reed and a former Adjunct Professor in the department of finance at the University of Connecticut. He is currently an adjunct professor in financial management at a top university and the founder/consultant at a securities, insurance, and financial services expert witness and litigation consulting firm.