Combined Expertise in
Investment Due Diligence
and Fiduciary Responsibility
Beginning in 1986 -- after ten years of 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:
After selling IFS to Gallagher Benefit Services, Inc. in 2011, he remained president of the Washington, D.C., and Newark, N.J. branches of Gallagher Fiduciary Advisors, LLC for nearly three years. In early 2015, he established Prudent Expert, LLC.
For a more extensive resume, please contact Prudent Expert, LLC.