- Capital Markets
- Corporate Governance
- Distressed Mergers + Acquisitions
- Employee Benefit Guidance on Workforce Transitions
- Employee Benefits + Executive Compensation
- Executive + Equity-Based Compensation
- Health Care + Life Sciences
- Mergers + Acquisitions
- Private Equity
- Real Estate Capital Markets (REITs)
- Tax
- Tax-Qualified Retirement Plans
- Member – Teach PA Commission, a project of the Orthodox Union
- Member of the Endowment Committee, Caskey Torah Academy of Greater Philadelphia
- Member of the Board of Directors, Foundation for Jewish Day Schools; FJDS provides financial support for need-based scholarships for Jewish Day School students in the Philadelphia area through the Pennsylvania state Educational Improvement Tax Credit (EITC) and Opportunity Scholarship Tax Credit (OSTC) programs
Education
- The George Washington University Law School, J.D., 1994
- University of Pennsylvania The Wharton School, B.S., 1991, economics
Bar Admissions
- Pennsylvania
- Speaker, “Equity Award Approvals: From Governance to Disclosure,” NASPP September Meeting, August 29, 2025.
- Co-author, “An Early Look at New Proxy Disclosures Regarding Stock Option Grant Timing,” Troutman Pepper Locke, February 6, 2025 and INSIGHTS: The Corporate & Securities Law Advisor, April 2025.
- Co-author, “The Impact of Dodd-Frank Clawback Policies on NQDC Plans,” The Corporate Governance Advisor, September/October 2024 (reprinted from Troutman Pepper).
- Co-author, “The Impact of Dodd-Frank Clawback Policies on NQDC Plans,” Troutman Pepper, June 24, 2024.
- Co-author, “Delaware Further Updates its Framework for Equity Award Delegations,” Troutman Pepper, September 19, 2023.
- Co-author, “Clawback Policies Required by December 1,” Troutman Pepper, June 12, 2023.
- Co-author, “SEC Updates Clawback Rule Timing,” Troutman Pepper, May 3, 2023.
- Co-author, “An Updated Framework for Delegating Equity Grant-Making Authority in a Delaware Public Company,” Troutman Pepper, August 10, 2022.
- Co-author, “COVID-19 Executive Compensation Q&As: Focus on Incentive Plans and Nonqualified Deferred Compensation,” Lexis Practice Advisor, April 13, 2020.
- Mentioned, “TowneBank Acquires Old Point in $203M Deal,” Law360, April 3, 2025.