Judge: Securities Investment Adviser’s Opinion On Mortgage Lending Practices Is Barred

Mealey's (February 16, 2017, 11:26 AM EST) -- RALEIGH, N.C. — Excluding a securities investment adviser’s testimony because he is not qualified as an expert on mortgage lending practices and policies, a North Carolina federal judge ruled Feb. 14 that genuine issues of fact exist concerning negligence, breach of fiduciary duty and bad faith claims against a bank to survive summary judgment (Paul B. Hetzel v. JPMorgan Chase Bank, N.A., No. 13-236, E.D. N.C., 2017 U.S. Dist. LEXIS 20293)....