Kerry G. Campbell, CFA®, CFP®, AIFA®

Over 30 years financial industry experience.

Chartered Financial Analyst^®, CERTIFIED FINANCIAL PLANNER™, and Accredited Investment Fiduciary Analyst™ with extensive background in wealth management, investment due diligence, portfolio management and risk management.

Provides litigation consulting and expert witness testimony in support of trials, arbitrations and mediations.            

Expertise includes, but is not limited to:

• Asset Allocation
• Investment Suitability
• Breach of Fiduciary Duty
• Uniform Prudent Investor Act (UPIA)
• Fiduciary Standard of Care
• Portfolio Management
• Risk Management
• Investment Due Diligence
• Investment Advisor Fiduciary Duty
• Investment Policy Statement (IPS)
• Financial Planning
• Trust and Estates
• Trustee Fiduciary Duty
• Trustee Duty of Impartiality
• Divorce
• Liability
• Damage Calculations
• Out-of-Pocket Damages
• Market-Adjusted Damages
• Well-Managed Account