VLADIMIR v. COWPERTHWAIT


42 A.D.3d 413 (2007)

839 N.Y.S.2d 761

BERT VLADIMIR, Respondent, v. CAMPBELL COWPERTHWAIT et al., Appellants.

Appellate Division of the Supreme Court of the State of New York, First Department.

Decided July 26, 2007.


In January 2000, plaintiff, an attorney and experienced investor, retained defendant investment management firm Campbell Cowperthwait to manage approximately $600,000 of his assets. In connection therewith, plaintiff reviewed and completed various documents provided by Campbell, including a questionnaire concerning his risk tolerance and management objective. Plaintiff's risk assessment stated that on a scale of 1 to 10, his risk comfort level was 6, with a maximum risk level...

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