Luray, VA. Washington, D.C.
Prudent Expert, LLC, 2022
PRUDENT EXPERT, LLC
Combined expertise in investment due diligence and fiduciary responsibility
Beginning in 1986-- after 10 years experience as an ERISA litigator-- Mr.Halpern helped establish, build and manage Independent Fiduciary Services, Inc., an innovative institutional investment consulting firm and ERISA independent fiduciary. As the firm's President and Chairman of its Investment Committee, he helped guide and deliver the firm's services to a wide range of ERISA clients and other institutional investors, including:
After selling IFS to Gallagher Benefit Services, Inc. in 2011, he remained for nearly three years as President of the Washington, D.C. and Newark, N.J. branches of Gallagher Fiduciary Advisors, LLC. In early 2015, he established Prudent Expert, LLC.
For a more extensive resume, please contact us through the "Contact" page, below.