Jeffrey S. Puretz is a practice group leader in Dechert’s financial services group who has 30 years of experience. He concentrates on investment management matters for mutual funds, mutual fund boards, investment advisers, and insurance companies, and he is responsible for the group’s services in the insurance sector. Prior to joining Dechert, Mr. Puretz worked as a staff attorney with the Division of Investment Management of the Securities and Exchange Commission (SEC).
Mr. Puretz has been included in The Best Lawyers in America in the specialty of mutual funds law since 2007 and was recently recognized in the 2014 edition of the Legal 500 (US). He has also been designated as one of a handful of leading lawyers for investment management since 2004 by Chambers USA, a referral guide to leading lawyers in the United States. The most recent edition stated that he “is a thoughtful and experienced practitioner with a great registered funds practice. He has a great deal of experience working on some of the most complex fund structures in the field.” Previous editions have recognized Mr. Puretz for his ability to “structure deals in a way in which everyone wins” and his “knowledge of every possible issue out there.” He has lectured and written extensively about mutual funds and variable annuities. He has been widely quoted in the financial press, and his work has been cited by the SEC. He has served on drafting committees for several white papers published by the Mutual Fund Directors Forum.
Mr. Puretz is the founder, co-chair, and a regular panelist of the Practising Law Institute's conference on "Understanding Securities Products of Insurance Companies," which began in 1995. He has also been a panelist on "Update on Developments for Investment Advisers" and other topics at the ALI-ABA: Conference on Life Insurance Company Products in 1994 and from 2000-2013. Mr. Puretz is also a regular panelist on new developments in securities laws at the '40 Act Attorneys Association of Connecticut.
University of Maryland, B.A., 1976
The Catholic University of America, Columbus School of Law, J.D., 1981
Georgetown University Law Center, Graduate course work in securities law
District of Columbia
Consulting Board, Board IQ
Advisory Board, Mutual Fund Directors Forum
Regulatory Affairs Committee, Insured Retirement Institute
Adjunct Professor, Catholic University Law School, Securities Institute
Member, Board of Visitors, Catholic University Law School
Member, Board of Trustees, Hebrew Home of Greater Washington Trustees Fund