- Senior analyst: Infinata, Inc. (Norwood, MA) (2008-2011)
- Judicial extern for the Hon. Eric L. Frank of the U.S. Bankruptcy Court for the Eastern District of Pennsylvania
Education
- Temple University Beasley School of Law, J.D., magna cum laude, 2014, lead research editor, Temple International and Comparative Law Journal
- Boston College, Robert J. Morrissey College of Arts and Sciences, B.A., 2008
Bar Admissions
- Pennsylvania
- New Jersey
- Massachusetts
- Speaker, “SBIA Lunch & Learn: Unique Licensing Issues for SBICs, Accrual SBICs, and Reinvestor SBICs,” SBIA Marketing, November 15, 2023.
- Co-author, “FUNDamentals Market Update – What’s Happening Now and What’s Next?,” May 2025.
- Co-author, “More Than $1.895 Billion in SBA Debenture Leverage Priced at 4.963%,” Troutman Pepper Locke, March 19, 2025.
- Co-author, “Balancing Opportunities With Potential Conflicts,” Private Funds CFO: Fees & Expenses Survey 2024, October 2024.
- Co-author, “Private Funds CFO: Fees & Expenses Survey 2024,” Troutman Pepper, Withum, and Vistra, October 3, 2024.
- Co-author, “More Than $1.24B in SBA Debenture Leverage Priced at 4.38%,” Troutman Pepper, September 24, 2024.
- Co-author, “Taking the Second Exit,” Private Funds CFO, August/September 2024.
- Co-author, “More Than $1.6B in SBA Debenture Leverage Priced at 5.035%,” Troutman Pepper, March 15, 2024.
- Co-author, “Amendments and Clarifications to the Small Business Investment Company Investment Diversification and Growth Rules,” Troutman Pepper, January 24, 2024.
- Co-author, “SBA’s New Rules and Policies to Strengthen and Diversify Its SBIC Program,” Troutman Pepper, October 11, 2023.
- Co-author, “New DOD/SBA Initiative Builds Technology Critical to National Security,” Troutman Pepper, May 9, 2023.
- Co-author, “SEC Has Fees and Expenses in Its Sights,” Troutman Pepper, November 8, 2022.
- Co-author, “Troutman Pepper’s “Practically Speaking” Series Regarding the SEC’s New Marketing Rule,” Troutman Pepper, October 31, 2022.
- Co-author, “The SEC’s New Marketing Rule – Practically Speaking: Hypothetical Performance,” Troutman Pepper, October 31, 2022.
- Co-author, “The SEC’s New Marketing Rule – Practically Speaking: Performance Advertising/Track Records,” Troutman Pepper, October 31, 2022.
- Co-author, “The SEC’s New Marketing Rule – Practically Speaking: Testimonials and Endorsements,” Troutman Pepper, October 31, 2022.
- Co-author, “The SEC’s New Marketing Rule – Practically Speaking: General Prohibitions,” Troutman Pepper, October 31, 2022.
- Co-author, “The SEC’s New Marketing Rule – Practically Speaking: What Is an Advertisement?” Troutman Pepper, October 31, 2022.
- Co-author, “SBA Proposes New Rules to Strengthen and Diversify Its SBIC Program,” Troutman Pepper, October 20, 2022.
- Co-author, “Illuminating Investment Horizons,” Private Equity International, May 2022.
- Co-author, “LPACs Move Into the Hot Seat,” Private Funds CFO: Fees and Expenses Survey 2020, November 2020.
- Co-author, “Guidance for Private Funds on Navigating COVID-19 Crisis,” Troutman Pepper, March 26, 2020.