Provides Opinion & Testimony In:
Property Casualty Insurance, Coverage Issues, Economics Of Industry, Information Media, Disaster Insurance, Banking, Investment Activities In Financial Services, Personal Finance Issues, Business Finance Issues, Casualty Insurance, Property Insurance, Fidelity Insurance, National Accounts, Environmental Claims, Surety, E O, D O, Errors, Omissions, Directors, Officers, Homeowners Insurance,
Expert Witness No.1315
Harvard College, 1962, B.A. Cum Laude
Harvard Law School, 1968, J.D.
Union Institute and University, 1996, Ph.D.
Chartered Property Casualty Underwriter 1993
Expert 1315 is a Boston based attorney with a specialized practice involving property/casualty insurance. He is a frequent lecturer and educator on insurance coverage issues and the economics of the industry, addressing audiences and appearing in the media all across the United States. Expert 1315 is also the host of a nationally syndicated radio program.
1986 to Present
Expert 1315 has served as Special Counsel to a local insurance Institute, a New York based, information and education trade association of the property/casualty industry since 1986. In this capacity, Expert 1315 has made numerous appearances on national and local television and radio programs as well as conducted interviews in a wide range of print media and participated as a speaker or moderator in a number of industry conventions and conferences. During this time, Expert 1315 was also the Co-Director of the Hurricane Insurance Information Center in Miami following Hurricane Andrew (September 1992 to December 1993), Co-Director of the Coalition for Hurricane Preparedness (1994 to 1997) and Director of the Tornado Insurance Information Center in Oklahoma City, Oklahoma, following the May 1999 tornado. Following the terrorist attack on the World Trade Center on 9/11/01, he was appointed Co-Director of the a local insurance Information Office in New York City, which provides information to the media, government agencies and educational institutions regarding the complex insurance issues raised as a result of that event.
1994 to Present
In 1994, Expert 1315 inaugurated a radio program on six stations on the Talk America Radio Network. The number of stations carrying the program grew rapidly. Eventually, the program was carried on over 80 radio stations nationwide. In the fall of 1997, anticipating the convergence of insurance, banking and investment activities in the financial services sector, the name of the program was changed. In September 2001, Expert 1315 moved his program to another network. In 2004, Expert 1315 and his production team, former guests, friends and listeners celebrated the program’s 10th anniversary
In the fall of 1994, Expert 1315 founded a local Foundation that helps raise funds to help defray the costs of keeping “It’s Your Money!” on the air each week, providing an open line, interactive radio forum for a wide range of personal and business finance issues.
In 1998, Expert 1315 was presented the Golden Torch Award by the Insurance Marketing Communications Association for “Enlightened Leadership and Innovation in Insurance Communications”.
1983 to 1986
Expert 1315 served as executive Vice President of Litigation Systems, Inc., a multi-party, multi-jurisdiction litigation electronic file management company. During this time, he published an article entitled, “Litigation Management for the Claims Person” in the Defense Research Institute’s “For the Defense” magazine.
1979 to 1983
Senior Vice President, Claims, Commercial Union Insurance Company. Expert 1315 had the home office casualty, property, fidelity, national accounts and environmental claims divisions plus the Claims Counsel’s office and staff counsel offices reporting to him. He was also Vice Chairman of the Asbestos Claims Council of the Wellington Group, (named after its Mediator, Harry Wellington, Dean of Yale Law School), which established the National Asbestos Claims Facility. Expert 1315 was also the Chairman of the Commercial Union Environmental Issues Task Force.
1977 to 1979
Vice President and Senior Claims Counsel, a newly created position at Commercial Union Insurance Company, Boston, Massachusetts. During his tenure in the position, Expert 1315 introduced or significantly enhanced the following programs:
Establish and publish the company criteria and processes for the selection of defense counsel.
Establish and publish the company criteria and processes for the evaluation of the company’s defense counsel and periodic audit of their legal bills.
Initiate the computerization of the company’s suit index.
Initiate the computerization of the company’s defense counsel index.
Significantly expand the company’s staff counsel operations.
Significantly expand the utilization of paralegals and encourage defense counsel to do the same.
Encourage field claims offices to implement the Monthly Meeting with Counsel concept.
Establish a system nationally of Regional Claims Counsel.
Establish the National Account Claims Teams concept.
Establish the National Claims Counsel Advisory Committee.
Encourage staff counsel to participate in national and local defense counsel associations.
Encourage staff counsel to attend and participate in defense trial practice and procedures seminars.
Establish a national incentive compensation program for defense counsel.
Begin publication of a claims counsel newsletter – “Legal Notes”.
Encourage more active presentation of structured settlements as a means of settling large claims.
Establish and implement the Serious Loss Review Panel concept.
Establish the Home Office Legal Research Bureau.
Organize and integrate the Claims Counsel’s Office into the company’s nationwide claims operations.
1970 to 1977
Associate in the Law Offices of F. Lee Bailey in Boston, MA. Expert 1315 was also a partner in several real estate ventures during this time.
1968 to 1970
Associate at Hale & Dorr, Boston, Massachusetts.
In July of 1988, Expert 1315 delivered an address to the International Insurance Society in London,England, his Doctoral dissertation was subsequently edited and published in book form.
U. S. Marine Corps – Commissioned 2nd Lt. in 1962. Served three years at Quantico VA; Okinawa, Japan; and Parris Island, SC. Attained the rank of Captain.
Expert 1315 was a stockholder and served as Vice Chairman, Sports Final Radio Network, Inc., d/b/a “Talk America Radio Network” until its sale in November 2001, to IDT Corporation and was Vice Chairman and National Counsel of Venture Net Capital Group, Inc., a California venture capital firm from 1999 to 2001.
He also served as a member of the Board of Delegates of the National Safety Council from 1998 to 200l.
In 1980, he spearheaded the formation of the Massachusetts Defense Counsel Association and was its first President.
He is an active member of the national CPCU Society and a member of the Boston Chapter.
Speaker – Presenter – Moderator Presentations
Available upon request