Insurance broker expert witnesses analyze the procurement, placement, and administration of coverage across personal, commercial, and specialty lines. Drawn from brokerage, underwriting, and risk management roles, they assess producer duties, policy structures, disclosures, and industry standards, and evaluate whether coverage design and documentation aligned with client needs.
Financial Services and Investment Management Expert Witness
Financial Services and Investment Management Expert Witness
- Review Fee
- $250/hr
- Deposition Fee
- $275/hr
- Court Fee
- $300/hr
This highly-qualified expert has nearly 15 years of experience in the financial services field, with his work involving financial planning, security valuation, portfolio management, insurance planning, and investment selection and transactions. He received his BS in psychology from the University of Michigan before earning his BBA from Michigan State University and recently went back to school to earn his MBA from the University of Michigan. He has formerly served as a financial advisor and the associate vice president of the KSG Group for Morgan Stanley before serving as the vice president for Fisher Investments. Currently, this expert is the owner of a small business consultancy in Michigan.
Owner, A small business consultancy
Master of Business Administration (MBA), University of Michigan
Troy,
Michigan