California Fiduciary Investment Issues Expert #9162

I have 15 years of experience, and specialize in the field of fiduciary investment issues with specific knowledge in the areas of modern prudent fiduciary investing, prudence standards governing trustees of private trusts and ERISA prudence standards. I have published on such topics as private trust fiduciary standards, investment adviser fiduciary standards and ERISA fiduciary standards. I have testified 6 times on topics such as prudent investment standards governing trustees of private trusts, prudent investment standards governing investment advisers.

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