Retirement Plan Expert Witnesses in New York
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Retirement Plan Experts in New York
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Fiduciary Duty & Retirement Plans Expert Witness
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.
Managing Member & Project Manager, A Fiduciary Consulting Firm in NY
Bachelor of Science (BS), State University of New York at Fredonia
New York,
New York
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FAQs for Retirement Plan Expert Witnesses
What is the role of a retirement plan expert witness?
A retirement plan expert witness provides specialized knowledge in court cases involving retirement plans. They can clarify complex issues, provide analysis on plan management, and testify on fiduciary duties.
In what types of cases might I need a retirement plan expert witness?
You may need a retirement plan expert witness for cases involving alleged mismanagement of funds, breach of fiduciary duty, disputes over benefits, or ERISA violations.
What subspecialties exist within the field of retirement plan expertise?
Subspecialties include 401(k) plans, pension plans, profit-sharing plans, defined benefit plans, and ERISA compliance among others.
How can a retirement plan expert witness assist in a case involving ERISA violations?
An expert can analyze plan documents, assess fiduciary conduct, evaluate investment strategies, and provide testimony on whether ERISA standards were met or violated.
Why is it important to hire an expert witness with specific experience in retirement plans?
Retirement plans involve complex regulations and financial principles. An expert with specific experience can effectively explain these complexities and provide credible testimony in court.
How does Expert Institute select its Retirement Plan expert witnesses?
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.