Maine trusts expert witnesses analyze trust formation, administration, and fiduciary conduct under Maine law. They often come from estate planning practices, trust departments at regional banks, and fiduciary accounting roles serving families from Portland to coastal communities. Their work reflects Maine’s probate practice and multigenerational asset stewardship. They evaluate trustee duties, distributions, valuations, and alleged breaches.
FINRA Securities Arbitration Expert Witness
FINRA Securities Arbitration Expert Witness
- Review Fee
- $400/hr
This highly qualified expert is a licensed FINRA arbitrator with years of experience in trusts, treasuries and financial planning. He received his BS degree from Florida Southern College and completed his training in securities at FINRA, Wharton and the New York Institute of Finance. He is a former branch manager at Merrill Lynch and the former manager of the New York City District Professional Resource Center, which is comprised of over 40 specialists serving 700+ brokers and clients. He has reviewed 1000+ daily trade blotters and has been involved in dozens of employment situations.
Resident Manager & Broker, Merrill Lynch
Bachelor of Science (BS), Florida Southern College
Manchester,
Maine