CE
Charles E. Wert
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Work Experience
Principle
Feb 2017 - Present · 7 years and 10 months
Director
Feb 2020 - Present · 4 years and 10 months
Director
Feb 2019 - Present · 5 years and 10 months
Company Details
Consulting, Pre-litigation and trial. Expert witness reports, depositions, and trial testimony. Mediation, Post-trial negotiations and settlements. Complex transactions involving company stock and non-traditional assets. Review of prudence of administrative and financial decision making by fiduciaries. Duties required for review and reliance on valuations, selection of valuation advisers, both with inside and independent valuation firms. Review of actions of fiduciaries for compliance with ERISA Fiduciary best practices. Alternative investment solutions.
Year Founded
2016
Social Media
Linkedin
Industry
Legal Services
HQ Location
201 Shipyard Way A2 Newport Beach, California 92663, US
Keywords
ERISAFiduciaryExpert WitnessESOPCompany StockIndependent Fiduciary401(k)PensioRetirement PlansInvestment Management
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