Expert ID: 33101 | Business/Finance | Finance / Accounting
Finance / Accounting
Location: Staten Island, NY
This expert is a Chartered Financial Analyst (CFA), a Certified Financial Planner (CFP) and a Accredited Investment Fiduciary Analyst (AIFA).
He has testified as an expert witness and issued expert reports in both Court and Arbitrations.
Other Areas of Expertise Include:
- Fiduciary Duties
- Fiduciary Standard of Care
- Financial Analysis
- Financial Planning
- Securities Investment