Kerry Campbell, CFA®, CFP®, AIFA®

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.