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Description
Professional certifications and credentials - Certified Public Accountant, attorney (inactive), Accredited Investment Fiduciary Analyst, Registered Fiduciary • Principal and Senior Investment Consultant with Innovest Portfolio Solutions LLC, an SEC registered investment adviser firm that provides investment consulting services on a fee-only basis to over $21 billion of individual, retirement plan and foundation investment portfolios pursuant to the Investment Advisers Act of 1940 (1996 to present) • Expert witness focus - Fiduciary duties and responsibilities associated with the management of investment portfolios in trusts and estates, retirement plans, individual investor portfolios and foundations • Experience includes expert reports, damage calculations and testimony with respect to trustees of private trusts (including bank trust departments), beneficiaries of private trusts, retirement plan participants, retirement plan fiduciaries, investment advisers and individual investors • Over 36 years of diverse financial services experience • Ongoing investment consulting relationships with clients that include retirement plans, foundations and high net worth individuals (including trusts and estates) • Working knowledge of suitability requirements, investment products, investment strategies (including Modern Portfolio Theory), financial markets, investment market history, financial services providers, and financial institutions • Working knowledge of prudent investment practices that meet fiduciary standards and financial services industry standards of care including Uniform Prudent Investor Act (UPIA), Employee Retirement Income Security Act of 1974 (ERISA), Uniform Prudent Management of Institutional Funds Act (UPMIFA), Uniform Trust Code (UTC), Investment Advisers Act of 1940, and Office of the Comptroller of the Currency Regulations
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