• Georgetown University, BSFS, 1984
    • Georgetown University Law Center, J.D., 1989, cum laude
    • Massachusetts
    • Federal Securities Law Committee, American Bar Association
    • Co-Chair, Investment Companies and Investment Advisers Committee, Boston Bar Association, 2010-2012
    • Liquidity Management and Mutual Funds — Presented by the Boston Bar Association, Boston (March 30, 2016)
    • New Developments in Fixed Income — Mutual Fund Directors Forum Policy Conference, Washington, D.C. (April 3, 2014)
    • Navigating the New Regulatory Structure Governing Money Market Funds — Dechert LLP, Webinar (April 8, 2010)
    • Risk Management Concepts and Governance Practices — Dechert LLP, Webinar (January 21, 2010)
    • Amendments to Custody Rule and Pay-to-Play Proposal — Investment Adviser Association 2009 Compliance Workshop, Boston, MA (October 15, 2009)
    • Summary Prospectus and Related Amendments to Form N-1A — Dechert LLP, Webinar (March 12, 2009)
    • Business Continuity and Disclosure and Form ADV Proposal — Investment Adviser Association / Fall 2008 Compliance Workshop, Boston, MA (November 12, 2008)
    • Understanding the Proposed Short-Form Prospectus for Mutual Funds — Dechert LLP, Webinar (January 17, 2008)
    • Challenges to Directors of Investment Companies — Directors Roundtable and National Leadership Institute, Boston, MA (November 8, 2007)
    • Advertising and Best Execution — Investment Adviser Association Compliance Workshop, Boston, MA (September 27, 2007)
    • Mutual Fund Disclosure Reform — Act Attorneys Association of Connecticut, Hartford, CT (June 12, 2007)