• Duke University, A.B., 1980, cum laude with Distinction in Economics
    • Adelphi University, M.B.A., 1984
    • Hofstra University School of Law, J.D., 1984, with Distinction, Associate Editor of the Hofstra Law Review
    • New York
    • United States Court of Appeals for the District of Columbia Circuit
    • New York State Bar Association: Member of the Task Force for the Review of the New York Bar Examination
    • New York State Bar Association: Committee on Attorney Professionalism, Chair
    • American Bar Association: Co-chair of the Employee Benefits and Executive Compensation Committee of the Business Law Section
    • American Bar Association: Employee Benefits Committee of the Section of Taxation, Emerging Issues Coordinator (and previously Chair of the Fiduciary Responsibility/Plan Investments Sub-Committee of the Employee Benefits Committee)
    • New York State Bar Association: Employee Benefits Committee of the Tax Section, Former Co-chair and Executive Committee, Member (2006-2012)
    • BNA Bloomberg Pension & Benefits Reporter, Advisory Board Member
    • BNA Bloomberg Tax Management Compensation Planning Journal, Advisory Board Member
    • Practical Law Company’s Employee Benefits & Executive Compensation Advisory Board, Charter Member
    • American College of Employee Benefits Counsel, Fellow
    • Maurice A. Deane School of Law at Hofstra University: Adjunct Professor of Law; Executive Board of the Alumni Association, Vice-President (2017-present); Career Services Alumni Committee, Co-Chair (2015-2017); Committee of the Alumni Association, President (2021)
    • Regulatory Compliance Organization, Senior Fellow from Practice
    • Member of Thomson Reuters' Super Lawyers Advisory Board 
    • Cool Compensation Considerations for the Private Company 2021: Pay, Performance and Perspectives — Practising Law Institute, Webinar (February 3, 2021)
    • Regulatory Impacts Of New York’s Changing Energy Industry — New York State Bar Association Virtual Program (January 15, 2021)
    • Private Funds Nuts & Bolts Webinar Series: How Can Your Fund Avoid ERIS(A)ky Business? An Introduction to ERISA and Pooled Investment Funds — Dechert LLP, Webinar (October 14, 2020)
    • ESG Considerations for U.S. Asset Managers — Dechert LLP, Webinar (May 19, 2020)
    • COVID-19 Federal Legislation Overview - Insured Retirement Institute, Webinar (March 26, 2020)
    • Civility Matters - The New York Civility Standards and Their Role in the Modern World — NYSBA YLS Annual Meeting, New York, NY (January 27-31, 2020) 
    • The Newest Market Predictors, Anticipated Trends, and The Next Phase of Regulatory Changes— ACI's ERISA Litigation Conference, New York, NY (November 21-22, 2019) 
    • 33rd Annual National Institute on Executive Compensation— ABA, Washington, D.C. (November 7-8, 2019)
    • Mastering IRC 457(f): Guidance for ERISA Counsel in Structuring Deferred Compensation Plans for Nonprofit Entities - Strafford Publications, Inc., Webinar (October 29, 2019)
    • Forum on Complex ERISA Fiduciary and Prohibited Transaction Issues - Cambridge Forum, Greenwich, CT (October 17-18, 2019)
    • ERISA Revenue Sharing Arrangements - Clear Law Institute, Webcast (October 16, 2019)
    • Hot Issues in Executive Compensation 2019 — Practising Law Institute, New York, NY (September 11, 2019) 
    • ERISA 2019: The Evolving World — Practising Law Institute, Webcast (August 5-6, 2019)
    • ERISA Revenue Sharing Arrangements: Avoiding Plan Asset Status, Complying With Due Diligence Requirements — Strafford Publications, Inc., Webinar (July 30, 2019)
    • Taxation of Financial Instruments and Transactions Committee Presentation — New York State Society of Certified Public Accountants, New York, NY (June 13, 2019)
    • New IRC 83(i) Election for Qualified Equity Grants: Deferral Opportunities for Stock Options and RSUs — Strafford Publications, Inc., Webcast (May 16, 2019)
    • Carrying On and “Acqui-hiring” a Taste for Earnouts and Other M&A Issues —  Practising Law Institute, New York, NY (March 11, 2019)
    • Texas v. U.S.: A Potentially Taxing Decision for Obamacare — Practising Law Institute, Webcast (January 8, 2019)
    • Ethical Considerations: From the C-Suite to the Boardroom — The 32nd Annual National Institute on Executive Compensation, Washington, DC (November 8-9, 2018)
    • 2018 Philadelphia Fall Labor and Employment Seminar — Philadelphia, PA (October 24, 2018) 
    • Professional Ethics For Legal and Compliance Summit — New York, NY (September 18, 2018) 
    • Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructurings 2018 — New York, NY (October 17, 2018) 
    • ERISA's Fiduciary Rule Is Dead - Done, Done, on to the Next One — (August 29, 2018)  
    • Hedge Funds Nuts and Bolts: ERISA's Once and Former Fiduciary Rule - Dead (Finally) — (August 8, 2018) 
    • ERISA 2018: The Evolving World — PLI New York Center, New York, NY (August 6, 2018) 
    • The New SEC Proposed Best Interest Rule and DOL Fiduciary Rule Update: What Plan Advisers and Employers Need to Know — (May 31, 2018)
    • RCA's Enforcement, Compliance & Operations (ECO) Symposium — New York, NY (May 15, 2018) 
    • PLI's Pension Plan Investments 2018: Current Perspectives — New York, NY (May 15, 2018)
    • Planning With Your Client's Retirement and Life Insurance — (April 27, 2018)
    • Employee Benefits and Executive Compensation Committee Meeting — ABA Business Law Section Annual Meeting 2017, Chicago, IL (September 14, 2017)
    • ERISA 2017: The Evolving World — Practising Law Institute, New York, NY (August 1, 2017)
    • Hot Topics Involving Retirement Plans and ERISA — IRI Government, Legal & Regulatory Conference 2017, Washington, D.C. (June 13, 2017)
    • Washington Update: A 60-Day Reality Check — Money Management Institute, Palm Beach, FL (March 21, 2017)
    • “Carrying On” About Carried Interest Plans? Partnership Equity Based Compensation — Practising Law Institute, New York, NY (March 13, 2017)
    • Separations, Severances and Executive Departures: Responding to Requests, ERISA Applicability, Golden Parachutes and Company Communication — ACI's Forum on Minimizing Legal Risks in the Design, Implementation & Administration of Executive Compensation, New York, NY (December 1, 2016)
    • Educating Plan Participants on New Products and Menu Options — Pensions & Investments' Alternatives in DC Conference, New York, NY (May 12, 2016)
    • Recent Trends in ERISA Litigation - Webinar (April 6, 2016)
    • Pension Plan Investments 2016: Current Perspectives — Practising Law Institute, New York, NY (March 30, 2016)
    • DOL Seeks Ideal Balance in Brave New World of “Investment Advice” — Louisville Employee Benefits Council's 2016 March Monthly Luncheon, Louisville, KY (March 8, 2016)
    • Plan Assets Abroad — PLI's ERISA Plans in the Financial Markets 2016, New York, NY (February 3, 2016)
    • Executive Compensation National Institute: Section 280G Update — American Bar Association, Washington, D.C. (November 17, 2015)
    • Compliance, Risk & Enforcement Symposium – New York 2015™ — Presented by the Regulatory Compliance Association, New York (November 3, 2015)
    • ERISA 2015: The Evolving World — Practising Law Institute, New York (August 4, 2015)
    • Taking Care with the DOL's Re-Proposed Fiduciary Regulations — Bloomberg BNA Live Conference Series: “What You Need to Know About ERISA – A Comprehensive Overview” (July 21, 2015)
    • Fifth Annual Law Firm Pension and Retirement Plans — PwC, New York, NY (July 16, 2015)
    • DOL Fiduciary Rule –The Road Ahead — Strategic Insight Fund Trends Conference, New York, NY (June 23, 2015)
    • How Did We Get Here? — SIFMA's DOL Fiduciary Seminar, New York, NY (June 3, 2015)
    • Employee Benefits Fiduciary Responsibilities Update — Section of Taxation of the ABA's 2015 May Meeting, Washington, D.C. (May 8, 2015)
    • Employee Benefits Mergers & Acquisitions Update — Section of Taxation of the ABA's 2015 May Meeting, Washington, D.C. (May 8, 2015)
    • The Compensation Landscape - Entity and Individual Compensation Considerations — Deloitte's 2015 Financial Services Global Tax Planning Conference, New York, NY (April 21, 2015)
    • Employee Benefits in Mergers & Acquisitions — American Bar Association - JCEB Program, New York, NY (June 5, 2014)
    • ERISA Fiduciary Litigation: New and Emerging Theories of Liability, Effective Defense Strategies, Minimizing Exposure to Fiduciary Liability, and More — American Conference Institute's 6th National Forum on ERISA Litigation, New York, NY (October 24, 2013)
    • Incorporating the Latest IRS/Treasury, DOL, and PBGC Developments into Your Plan Design, Implementation, and Administration —ACI's 2nd National Advanced Compliance and Benchmarking Forum on Employee Benefit Plans, New York, NY (May 30, 2013)
    • Employment & Severance Agreements: What Both Employment & ERISA Attorneys Need To Know — New York City Bar Association, New York, NY (April 3, 2013)
    • Employee Benefits Litigation Update — Section of Taxation 2013 Midyear Meeting, Orlando, FL (January 25, 2013)
    • Employee Benefits Fiduciary Responsibilities Update — Section of Taxation 2013 Midyear Meeting, Orlando, FL (January 25, 2013)
    • Class Action Update: Managing and Defending Against ERISA Class Actions and Defeating Certification — American Conference Institute's 5th National Forum on ERISA Litigation, New York, NY (January 21, 2013)
    • ERISA: The Evolving World 2012 — Practising Law Institute, New York, NY (August 5, 2012)