• American University, B.A., 1998, cum laude
    • Vanderbilt University Law School, J.D., 2001, Associate Authorities Editor of the Vanderbilt Journal of Transnational Law
    • District of Columbia
    • Maryland
    • The New World of Investment Adviser Marketing – The Rule 206(4)-1 Amendments — Dechert LLP, Webinar Series (May 11 & 13, 2021) 
    • Investment Advisers Increased Use of Technology — PLI's FinTech 2020, Webcast (August 10, 2020)
    • SEC Private Fund Examinations: Recent Focus Areas — Dechert LLP, Webinar (July 8, 2020)
    • Compliance Issues in the Current Environment — Dechert LLP, COVID-19 Coronavirus Business Impact Webinar (April 21, 2020)
    • Reg BI for Asset Managers — IRI VISION19 Conference, Charleston, SC (September 10, 2019)
    • What You Need to Know Now: SEC Standard of Conduct Rulemakings — Dechert LLP, Webinar (July 17, 2019)
    • Scottsdale Investment Advisor Compliance Symposium — Presented by National Regulatory Services (NRS), Phoenix, AZ (June 4-6, 2019)
    • Regulatory Update on SEC Rulemakings — IAA Investment Complaince Conference 2019, Washington D.C.  (March 14, 2019)
    • Form ADV, Part 1A: Common Questions and Recent Reporting Statistics — Presented by the Washington DC Compliance Round Table, Webinar (February 26, 2019)
    • Private Funds Nuts & Bolts: Evolving Custody Rule Considerations for Advisers to Loan Funds and Accounts — Dechert LLP, Webinar (February 13, 2019)
    • Advisers Act Update — Investment Management Symposium, San Francisco (November 13, 2018)
    • Standard of Conduct Rulemaking — Investment Management Symposium, San Francisco (November 13, 2018)
    • 2018 Compliance Workshop — Presented by the Investment Advisers Association, Chicago, IL (November 8, 2018)
    • FinTech 2018 — Presented by the Practising Law Institute, New York (August 13, 2018)
    • Washington DC Compliance Round Table — Presented by Scitus Consulting, LLC, Webinar (March 23, 2018)
    • Hedge Funds Nuts & Bolts: SEC Update from Washington — Dechert LLP, Webinar (February 14, 2018)
    • Examinations, Enforcement and Litigation: Developments and Trends to Watch in 2018 — Investment Management Symposium, San Francisco (November 28, 2017)
    • FinTech 2017 — Presented by the Practising Law Institute, New York (August 16, 2017)
    • The Emerging Regulation of Robo-Advisers: Practical Advice — Dechert LLP, Webinar (May 2, 2017)
    • Examinations and Enforcement: Developments and Trends to Watch in 2017 — Investment Management Symposium, San Francisco (November 9, 2016)
    • Toronto Compliance Forum — Presented by the Portfolio Management Association of Canada, Toronto (September 22, 2016)
    • Investment Adviser Regulatory Update — Presented by NRS, Webinar (May 26, 2016)
    • Managing Your 2016 Annual Rule 206(4)-7 Review — Presented by the Regulatory Compliance Association, Webinar (January 28, 2016)
    • Exam Enforcement and Trends for PE Managers — Presented by the Philadelphia Bar Association, Philadelphia (December 3, 2015)
    • Advisers Act Anti-Fraud Rules: Custody, Political Contributions, Solicitors and Proxy Voting Requirements — Presented by National Regulatory Services, Desktop Seminar (November 17, 2015)
    • 2015 NSCP National Conference — Presented by the National Society of Compliance Professionals, National Harbor, MD (November 2, 2015)
    • Exploring the Impact and Implication of U.S. Antitrust Laws on Foreign Conduct — Presented by The Knowledge Group, Live Webcast (July 22, 2015)
    • Custody: Critical Tips to Comprehend the Complex Rule and Avoid Non-Compliance — Webinar (May 19, 2015)
    • NRS 30th Spring Investment Adviser and Broker-Dealer Compliance Conference — Fort Lauderdale, FL (May 5, 2015)
    • IAA Investment Adviser Compliance Conference 2015 — Presented by the Investment Adviser Association, Arlington, VA (March 6, 2015)
    • The SEC's Never-Before Examined Initiative — NRS Annual Fall Investment Adviser & Broker Dealer Compliance Conference, Scottsdale, Arizona (October 30, 2014)
    • Introduction to the Advisers Act: Framework; Registration, Exclusions and Exemptions; Exempt Reporting Advisers; Private Fund Advisers and More — Presented by NRS, Webinar (September 23, 2014)
    • Building a Compliance Program to Support Expert Network Use — Presented by the Regulatory Compliance Association, Webcast (June 18, 2014)
    • Investment Adviser Regulatory Update — Dechert LLP, Webinar (May 29, 2014)
    • Compliance and Custody Solutions for the Small Adviser — IA Compliance Best Practices Summit 2014, Washington, D.C. (March 20, 2014)
    • Investment Adviser Association Compliance Conference — Arlington, VA (March 7, 2014)
    • Investment Adviser Association Fall Compliance Workshop — Atlanta, GA (November 7, 2013)
    • How the SEC's Top Areas of Focus Affect Managed Accounts — Financial Research Associates 11th Annual Managed Accounts & UMA Summit, New York, NY (September 16, 2013)
    • 2012 Fall Compliance Workshops — Investment Adviser Association, New York, NY; Atlanta, GA (October 30, 2012)
    • Form PF Boot Camp — Financial Research Associates and The Hedge Fund Business Operations Association, New York, NY (September 7, 2012)
    • Advertising & Marketing Rules: What’s Expected of CCOs, Plus How Your Peers are Using Social Media in Light of the New Exam Alert — Webinar (June 19, 2012)
    • Form PF: Inside and Out — Managed Funds Association, New York, NY (April 4, 2012)
    • Initiatives in Alternative Asset Management — Presented by Dechert, Penson, Steelbridge Compliance, and Blue River Partners LLC, Dallas, TX (September 15, 2011)
    • Investment Adviser Registration: The SEC Makes New Rules — Presented by West LegalEdcenter, Webinar (July 28, 2011)
    • What Does The SEC’s Study on Fiduciary Standards Mean for Brokers and Investment Advisers Serving Retirement Plans? — Dechert LLP, Webinar (February 16, 2011)
    • Regulatory Update, New Form ADV, Part 2; Custody — Investment Adviser Association Compliance Workshop,Los Angeles, CA (November 30, 2010)
    • Pay-to-Play: Advisers Act Rule 206(4)-5 — Dechert LLP, Webinar (November 9, 2010)
    • LAB: Form ADV, Part 2 — The National Society of Compliance Professionals National Meeting, Baltimore, MD (November 1, 2010)
    • SEC Registration and Compliance Obligations for Private Fund Investment Advisers Facing New Regulatory Requirements — Dechert LLP & the Investment Adviser Association, Webinar (September 30, 2010)
    • Preparing for SEC Examinations: Identifying Priorities for 2010 — Dechert LLP, Webinar (March 16, 2010)
    • Mastering the Investment Advisers Act of 1940: Part 2, Sections 206-222 and Related SEC Rules — IACCP Program, Alexandria, VA (September 16,2009)
    • Registration of Private Investment Firm Managers — Private Equity and Venture Capital Committee of the Business Law Section of the Philadelphia Bar Association Meeting, Philadelphia, PA (July 8, 2009)
    • IA Compliance Programs (Small Firms) — NSCP/ NSCP National Membership Meeting, Philadelphia, PA (October 20, 2008)
    • Understanding the SEC’s Proposed Changes to Form ADV Part II — Dechert LLP, Webinar (April 29, 2008)
    • Annual Review and Forensic Testing — NSCP Southern Regional Membership Meeting, Atlanta, GA (February 11, 2008)
    • 2007 NSCP Southern Regional Meeting “IA Changing Complexion of the Chief Compliance Officer and the Compliance Department” — National Society of Compliance Professionals, Inc., Atlanta, GA (February 26, 2007)
    • Proxy Voting — NSCP National Membership Meeting, Washington, DC (October 20, 2006)
    • Pre-Conference Tutorials: Preparing the SEC Form ADV: Parts I & II — American Conference Institute's Best Practices for Hedge Funds - Strategies for Senior Decision Makers to Manage Costs and Mitigate Risk Under the Advisers Act, New York, NY (January 31, 2006)
    • Pre Conference Workshop -“Preparing the SEC Form ADV:Parts I & II” — American Conference Institute's Operational and Compliance Best Practices for Hedge Funds Conference, New York, NY (June 16, 2005)