Expert witness & litigation support in high hazard casualty & property insurance.
CGL and Umbrellas. Liability - Unique forms & exposures. Underwriting Officer for three insurance companies. Excess & Surplus Lines. Managing General Agent & Managing General Underwriter. Reinsurance assumed & ceded. CEO of multi-branch brokerage firm. Duties of agents, brokers and underwriters. Bad Faith issues. Coverage interpretations. Environmental insurance. Insurance policy archeology. Professional liability. Active in the insurance industry since 1962.
Additional areas of expertise include casualty insurance underwriting, duties of agents and brokers, insurance bad faith, insurance coverage, policy coverage, policy interpretation, property and casualty, customs & practices, standards of care.
Background
Q: Please list your professional accreditations, degrees, licenses, and certificates granted:A: La Salle University - Philadelphia 1956-1960.
Insurance Agent & Broker - Illinois.
Surplus Lines Broker - Illinois.
Q: Please list your affiliations or memberships in any professional and/or industry organizations:
A: Board of Directors, Surplus Lines Association of Illinois, 1992 - 1995.
Q: Please list any teaching or speaking experience you have had, including subject matter:
A: Guest lecturer - Underwriting School - Insurance Company of North America. 1964 - 1967.
Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)
A: NO
Q: On how many occasions have you been retained as an expert?
A: 35
Q: For what area(s) of expertise have you been retained as an expert?
A: Duties of Broker.
Excess & Surplus Lines Matters.
Bad Faith.
Underwriting.
Policy Interpretation.
Environmental Coverage in CGL and Umbrella.
Evolution of Policy Forms & Coverages.
Professional Liability and E&O.
Q: In what percentage of your cases were you retained by the plaintiff?
A: 70%
Q: In what percentage of your cases were you retained by the defendant?
A: 30%
Q: On how many occasions have you had your deposition taken?
A: 23
Q: When was the last time you had your deposition taken?
A: September 2008
Q: On how many occasions have you been qualified by a court to give expert testimony?
A: 12
Q: On how many occasions have you testified as an expert in court or before an arbitrator?
A: 6
Q: For how many years have you worked with the legal industry as an expert?
A: 11
Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)
A: Consulting
Reports
Expert Witness
Q: What is your hourly rate to consult with an attorney?
A: 375. Travel time at reduced hourly rate of $250.
Q: What is your hourly rate to review documents?
A: 375
Q: What is your hourly rate to provide deposition testimony?
A: 375
Q: What is your hourly rate to provide testimony at trial?
A: 375
Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)
A: Reduced hourly rate for travel. Usual & customary travel expenses.
