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Experience

I’m a leader in the firm's financial services practice and a member of the family offices services group with a primary focus on alternative investment funds, including private equity, venture capital, real estate, and hedge funds. I also play a leadership role in the firm's restaurant and employee benefit plan practices. I have expertise dealing with sponsors of various alternative investment funds, investment advisors, and broker dealers.

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Specializes In

I have the same birthday as Theodore Roosevelt, and I have a framed copy of his quote, "It is not the critic who counts" hanging in my office.

Additional Thoughts

IRS offers limited relief from the once-in-always-in condition for 403(b) plans
Christina Dork
Article February 13, 2019 3 min read
Vienna Beef CEO Jim Bodman on the cost of compromise
Jim Proppe
Blog February 12, 2019 4 min read
Private equity exit planning: Five key strategies to unlock maximum value
Michele E. McHale
Whitepaper February 6, 2019 15 min read