FiduciaryFORENSICS,Expert Witness, Trustee Removal

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.