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William (Bill) Fender Expert Witness

William (Bill) Fender

Colorado - Serving: All States
Websitewww.expert-fiduciary.com
Fiduciary Duties and Responsibilities in Investment Management Expert Witness
Phone(303) 694-1900

William (Bill) Fender is a principal and senior investment consultant in a SEC registered investment adviser firm that provides investment consulting services on a fee-only basis to over $16 billion of individual, retirement plan and foundation investment portfolios pursuant to the...

Overview  Speaker

  • Inglewood Associates LLC

    Fairport Harbor, Ohio

    Banking Standards, Valuation, Damages Expert Witness

    Phone (440) 477-4781

    Nancy Terrill has 35 years of workout and executive banking experience. She offers expert witness services for in Banking Industry Standards and Management, Fraud, Lender Liability, Regulatory Oversight, and Fiduciary Duties. During her years at a top public accounting firm, she gained expertise in...

  • Joseph A. Garofolo - ERISA Expert Services, LLC

    Lafayette, California

    Retirement and Health Plans Expert Witness

    Phone (415) 517-5307

    Joseph A. Garofolo's experience as an independent fiduciary, knowledge of employee benefit plans, and courtroom communication skills qualify him to serve as a testifying expert regarding a diverse range of ERISA issues relating to retirement and health and welfare plans. ; He has been retained as...

  • Steve Masterson

    Coeur d Alene, Idaho

    Private Fiduciary, Trust Consultant and Expert Witness Services

    Phone (208) 755 3704

    Fiduciary standards of care by individual and corporate fiduciaries; Standards for care under the Uniform Prudent Investor Act; Investment portfolio modeling; Uniform Principal and Income Act; Standards for discretionary distributions to beneficiaries; Federal estate tax ; Federal fiduciary income...


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