Prudent Expert, LLC, 2022


    Luray, VA.      Washington, D.C.



Applying combined expertise with

investment due diligence and

ERISA's standards of fiduciary responsibility,

Mr. Halpern assists legal counsel with: 

  • Analyzing the nature and strength of possible claims and defenses
  • Discovery, including preparing for depositions
  • Critically evaluating evidence and lines of analysis, offensive and defensive
  • Cross examining opposing expert and fact witnesses
  • Drafting and testifying in support of an expert report 

His services apply across a wide range of employee benefit plans and asset pools, including defined benefit pension funds, 401k plans, welfare funds (including VEBAs), corporate and Taft Hartley plans, public pension funds and other institutional investors and a wide range of investments, including publicly traded securities and public and private alternative investments.