Frederick Egler is a Bates Testifying Expert specializing in bank operations, insurance, risk management, and compliance. He is familiar with all phases of bank operations, including loan and deposit administration and trust and fiduciary operations. He has also managed claims, litigation and compliance issues related to mutual fund, hedge fund and broker-dealer administration and operations. He has been responsible for risk mitigation measures across all business lines of diversified financial services organizations, including development, implementation, and evaluation of risk identification and assessment programs, policies and procedures, internal controls, and appropriate financial disclosure and accounting treatment for a wide variety of risk events and contingencies. Frederick is available for consultation on issues related to the standard of care for all phases of bank operations, adequacy of policies and procedures and internal controls, management of risks arising from external events and use of third-party vendors.
He is also available for consultation on insurance and reinsurance underwriting and claims management, including structure and management of captive insurers, creation and maintenance of enterprise insurance programs as part of overall risk mitigation strategy, and issues relating to coverage and claims management.
Frederick is a consultant and subject matter expert in these Practice Areas and Services:
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Securities and Financial Services Litigation & Consulting
- Retail Securities
- Institutional Securities
- Insurance and Actuarial Services
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MSB, FinTech and Cryptocurrency
- Consumer Compliance / Consumer Lending
Credentials
EXPERIENCE
Bates Group LLC, Testifying Expert, 2022 - Present
Servicelink, LLC, Managing Division Counsel, Pittsburgh, PA, 2018 – 2022
Reed Smith LLP, Senior Counsel, Pittsburgh, PA, 2016 – 2018
The PNC Financial Services Group, Inc., Chief Counsel – Litigation, Pittsburgh, PA, 2001 – 2016
Egler Garrett & Egler, Pittsburgh, PA, 1981 – 2001; Managing Partner, 1991- 2001; Partner, 1990 – 1991; Associate, 1981 – 1989
Reed Smith Shaw & McClay, Associate, Pittsburgh, PA, 1978 – 1981
EDUCATION
Juris Doctor (JD), University of Pittsburgh School of Law, summa cum laude; David Stahl Memorial Award; Order of the Coif Honor Society; Senior Writer Law Review; Pittsburgh, PA
Bachelor of Arts (BA), English Language and Literature, cum laude, University of Chicago
BAR ADMISSIONS
Commonwealth of Pennsylvania
PROFESSIONAL AFFILIATIONS AND HONORS
Most Outstanding Lawyer, PNC Legal Department, 2014
Allegheny Bar Association: Past President; Board of Governors; Chair, Federal Court Section; Editor-in-Chief, Pittsburgh Legal Journal, 1984 – 2001
Awards: Three for Outstanding Service
Pennsylvania Bar Association: Board of Governors; Chair, Civil Litigation Section; Chair, Editorial Board, 1996 – 1999
Awards: Three for Outstanding Service
Elected Fellow, American College of Trial Lawyers, 1998
University of Pittsburgh School of Law, Distinguished Alumni Award, 2018
COMMUNITY AFFILIATIONS
- Health Hope Network: Chair, Board of Directors, 2005 – 2007
- American Heart Association, Allegheny Division: Chair, 2000 – 2002
- St. Paul Cathedral Parish (Pittsburgh): Finance Committee, 2005 – 2015