• Boston College, B.A., 1983, summa cum laude, Phi Beta Kappa
    • Boston College Law School, J.D., 1986, magna cum laude, Topics Editor, Boston College Law Review
    • Massachusetts
    • Massachusetts Bar Association
    • Boston Bar Association
    • The Future of Financial Services in a Rapidly Changing Digital and Innovation Driven Ecosystem and Evolving Regulatory Environment — New England-Canada Business Council 2021 U.S.-Canada Business Economic and Trade Executive Forum (April 28, 2021)
    • SEC-registered investment advisers: Regulatory Update, Red Flags, Custody, Best Execution and Due Diligence of Third Parties — Investment Adviser Association Fall Compliance Workshop, Boston (October 22, 2013)
    • Offering Alternative Strategies and Alternative Asset Classes to Retail Investors — Dechert LLP, Palm Desert, CA (March 19, 2013)
    • How to Start a 40 Act Mutual Fund — Infovest21, Boston, MA (February 6, 2013)
    • Regulatory Reform & Regulatory Update - New Form ADV, Part 2 - Privacy — IAA Compliance Workshop, Boston, MA (November 18, 2010)
    • Pay-to-Play: Advisers Act Rule 206(4)-5 — Dechert LLP, Webinar (November 9, 2010)