Kerry G Campbell, CFA®, CFP®

Kerry G Campbell, CFA®, CFP®

Kerry Campbell LLC
38 Benedict Avenue
Staten Island , NY 10314
Office: 718-273-4905

Introduction

Mr. Campbell has a broad and deep background in various dimensions of financial services, portfolio construction, investment management and risk management. He has worked as a Managing Director in investment research and portfolio construction for a multi-billion dollar asset manager, as a Managing Director in risk management for a major investment bank, as a commissioned registered representative and as a credit analyst and loan officer.

He received a Masters of Business Administration in Finance from the University of Chicago Booth Graduate School of Business and a Bachelor of Science in Finance Summa Cum Laude from Fordham University Gabelli School of Business.

Mr. Campbell is an Approved FINRA Dispute Resolution Arbitrator, a Chartered Financial Analyst®, a CERTIFIED FINANCIAL PLANNER™ and a Securities Experts Roundtable Member.

He has held the following licenses: Series 7 – General Securities Representative; Series 55 – Equity Trader Representative, Series 63 – New York Uniform Agent and Series 65 - Uniform Investment Advisor.

Mr. Campbell has served as a financial expert witness on behalf of defendants and plaintiffs in both onshore and offshore jurisdictions. He has been retained by institutional investors, high net worth investors and large global diversified financial institutions.

Specialty focus includes:
Breach of Fiduciary Duty, Negligence, Failure to Supervise, Misrepresentation, Breach of Contract, Suitability, Omission of Facts, Fraud, Churning, Investment Allocation, Portfolio Management, Investment Manager Due Diligence, Hedge Funds, Trading Analysis, Damage Calculations, Well-Managed Account.

He can be contacted at: kerry@kerrycampbell.net


Areas of Expertise

  • Annuities
  • Arbitration & Mediation
  • Business Valuation
  • Finance
  • Financial Planning
  • Life Insurance
  • Pensions
  • Securities
  • Stocks & Bonds

Expert Background

Q: Please list your professional accreditations, degrees, licenses, and certificates granted:
A: Education:
MBA Finance University of Chicago Booth School of Business
BS Finance Summa Cum Laude Fordham University Gabelli School of Business

Chartered Financial Analyst®
CERTIFIED FINANCIAL PLANNER™

He has held the following licenses: Series 7 - General Securities Representative, Series 55 - Equity Trader Representative, Series 63 - New York Uniform Agent and Series 65 - Uniform Investment Advisor.

Q: In what percentage of your cases were you retained by the plaintiff?
A: 50%
Q: In what percentage of your cases were you retained by the defendant?
A: 50%
Q: For how many years have you worked with the legal industry as an expert?
A: 9 years.
Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)
A: Case Evaluation, Consulting, Discovery Recommendations, Expert Reports, Testifying.

References

References upon request.