Kerry Campbell, CFA®, CFP®
Principal, Kerry Campbell LLC
38 Benedict Avenue
Staten Island, NY 10314
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.
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 and a Chartered Financial Analyst.
He has held the following FINRA securities licenses: Series 7 – General Securities Representative; Series 55 – Equity Trader Representative and Series 63 – New York Uniform Agent.
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.