FIDUCIARY DUTY EXPERT WITNESSES

Expert Witness: E-036179
This expert is a senior-level investment manager with extensive experience in long/short equity investing. He is an expert in hedge fund strategies, securities selection, portfolio management and other investment-related issues. He has provided consulting, investment research and expert witness services to investment funds and law firms since 2004. He earned his masters in business administration from Harvard Business School and is currently a Senior Investment ...

FIDUCIARY DUTY EXPERT WITNESS CASE STUDIES

Debt Collector Demands Payment On Discharged Student Loans FIDUCIARY DUTY Expert Case

Debt Collector Demands Payment On Discharged Student Loans

This case stems from a class action lawsuit in regards to student loan debtors. A class of student loan debtors was able to declare bankruptcy on their private student loans. However, one debt collection company still continued to demand payment on these d …

Breach Of Fiduciary Duty Results In Theft of $11 Million FIDUCIARY DUTY Expert Case

Breach Of Fiduciary Duty Results In Theft of $11 Million

This case involves commercial litigation arising out of the alleged theft of $11 million stolen from a building and construction materials distributor. The distributor’s lumber supplier allegedly overcharged the distributor for lumber, stole proprietary i …

Negligent Trust Management Leads To Multi-Million Dollar Loss FIDUCIARY DUTY Expert Case

This case involves an insurance company that put its money into a trust with a depositor that ended up losing its money. The insurance company had a fronting agreement with a depository company. Part of the deal included the bank holding collateral in a tr …

Asset Broker Accused of Neglected Fiduciary Duties FIDUCIARY DUTY Expert Case

Asset Broker Accused of Neglected Fiduciary Duties

…  management firm in Illinois, was accused of breaching his fiduciary duty. While soliciting loans from the firm’s clients and claiming personal …