FiduciaryFORENSICS

Breach of Fiduciary Duty  ->  Liability  ->  Damages  ->  Expert Testimony and Reports

Identifies strengths and weaknesses of fiduciary performance
Expert Witness & Litigation Support
for Plaintiff and Defense counsel

Trustee, Co - trustees, Successor Trustees, Beneficiaries, Fiduciaries in*:

  • Trust, Estate and Probate;
  • Divorce, Family law, QDROs; Employment;
  • Securities litigation arbitration NASD (FINRA), NYSE and or SEC investigations;
  • ERISA Qualified Defined Benefit Pension plans, Defined Contribution Profit Sharing and 401k plans;
  • Non profits, Foundations & Endowments

Unique combination of Experience, Education and Specialized Training:

  • 19 years Wall St. experience at two major Wall St. broker dealers
  • Academic credentials: MBA and BA Economics & Accounting
  • Graduate of the Center for Fiduciary Studies, Accredited Investment Fiduciary Analyst

FiduciaryFORENSICS™ endeavors to conduct a full root and branch investigation of the FiduciaryTHEATER™ (including current and historical parties, processes, policies, procedures, investments, asset tracing, documents, data and performance) compared to prudent fiduciary standards of care.

* Note:  FiduciaryForensics applies to any type of account, investment or asset deemed subject to a fiduciary standard of care.

Contact us at (310) 943 - 6509 or litigation@fiduciaryexpert.com


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