Education
- University of Pennsylvania Carey Law School, J.D., 2006
- State University of New York at Binghamton, B.A., magna cum laude, 2003
Bar Admissions
- New York
- California (Inactive)
- Speaker, “Partnership Profits Interests: What Attorneys Should Know: Understanding and Structuring Partnership Profits Interests,” myLawCLE, August 22, 2024.
- Speaker, “Employment and Benefit Plan Issues in M&A: Due Diligence Checklist, Transaction Strategies, Risk Mitigation,” Strafford Webinar, March 20, 2024.
- Speaker, “Executive Compensation and Employee Benefits Issues in M&A Transactions, From Due Diligence Through Closing,” New York State Bar Association Webinar, October 26, 2022.
- Podcast, “Exploring Carried Interest in Upper Tier Private Equity Structures,” PE Pathways, May 21, 2025.
- Co-author, “Texas Federal Court Allows an ERISA Fiduciary Challenge Against Alleged “ESG Investing” Without Any ESG Funds,” Troutman Pepper Locke, May 5, 2025.
- Podcast, “Executive Compensation in Mergers and Acquisitions,” Employee Benefits and Executive Compensation Considerations in Mergers and Acquisitions Podcast Series, December 12, 2024.
- Co-author, “Treatment of Retirement Plans in Corporate Transactions,” EBEC Lexis Practical Guidance.
- Podcast, “Current Executive Compensation Trends in Private Equity Transactions,” Employee Benefits and Executive Compensation Considerations in Mergers and Acquisitions Podcast Series, September 9, 2024.
- Podcast, “Getting Ready for 2024 – Top-Hat Plans,” Employee Benefits and Executive Compensation Podcast, December 6, 2023.
- Co-author, “Recent Tax Court Case Supports Expansive Reading of Service Condition Requirement and Tiered Partnership Structures for Profits Interests,” Troutman Pepper, June 22, 2023.
- Certificate in Business and Public Policy, Wharton School of the University of Pennsylvania, 2006