Kerry Campbell

Financial Expert Witness

Kerry Campbell
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 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:

  • Liability
  • Damage Calculations
  • Out-of-Pocket Damages
  • Market-Adjusted Damages
  • Well-Managed Account
  • Inappropriate Asset Allocation
  • Over Concentration
  • Suitability
  • Breach of Fiduciary Duty
  • Uniform Prudent Investors Act
  • Fiduciary Best Practices
  • Trading Analysis
  • Portfolio Management
  • Security Analysis
  • Risk Management
  • Elder Financial Abuse
  • Wasteful Dissipation of Marital Assets
  • Due Diligence
  • Misrepresentations and Omissions
  • Negligence
  • Failure to Supervise
  • Stocks, Bonds, Options and Futures
  • Mutual Funds
  • Hedge Funds
  • Inverse Exchange Traded Funds
  • Leveraged Exchange Traded Funds