Fiduciary duty expert witnesses analyze whether trustees, financial advisors, corporate officers, and other fiduciaries met required standards of loyalty, prudence, and care. These experts, often from finance, compliance, trust administration, or corporate governance, review policies, disclosures, investment decisions, and oversight systems to assess adherence to fiduciary obligations.
Mergers & Acquisitions and Corporate Governance Expert Witness
Mergers & Acquisitions and Corporate Governance Expert Witness
- Review Fee
- $500/hr
- Deposition Fee
- $750/hr
- Court Fee
- $750/hr
This expert has extensive experience in mergers, acquisitions, and corporate governance. He earned his BSBA in business from the University of Tulsa, his MBA with a concentration is finance from Northwestern University and his PhD in business administration from the Oklahoma State University. He has served as a strategic advisor at numerous locations including Goldman Sachs & Co, Citigroup, and Credit Suisse. He was also a managing director and the head of investment banking of Southwest United States with Wells Fargo Securities. This expert currently serves as the associate dean and a professor of finance at a university in Texas and as the managing director of the corporate governance branch at a global management research institution.
Managing Director, Corporate Governance, A Global Management Research Institution
Doctor of Philosophy (PhD), Oklahoma State University
Frisco,
Texas