- Member, Mecklenburg County Bar
- Member, North Carolina Bar Association
- Volunteer, Former Board Member, Belmont Community Development Corp.
- Former Board Member and Finance Committee Chair, Stratford Richardson YMCA
- Elder, Volunteer in Adult Education Programs, Covenant Presbyterian Church
Education
- University of North Carolina School of Law, J.D., with honors, 1996, member, University of North Carolina Law Review
- Duke University, B.S.E., magna cum laude, 1990
Bar Admissions
- North Carolina
- Speaker, “Fund Structures & How Today’s Conditions Are Impacting,” The 24th Annual US Real Estate Opportunity and Private Fund Investing Forum, June 19-21, 2024.
- Moderator, “Emerging Managers and Capital Rising,” 2019 Private Funds Forum, Troutman Sanders, September 26, 2019.
- Co-presenter, “Creatively Completing the Capital Stack: The Rise of Real Estate “GP” Funds,” Stafford National Webinar, July 21, 2017.
- Co-author, “FUNDamentals Market Update – What’s Happening Now and What’s Next?,” May 2025.
- Co-author, “Stepping up on Granularity,” Private Funds CFO, August/September 2023.
- Co-author, “How Real Estate Fund Managers Can Navigate Current Liquidity, Valuation, and Transparency Challenges,” Private Equity Law Report, July 13, 2023.
- 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, “Private Funds CFO: Fees and Expenses Survey 2020,” Troutman Pepper, PEF Services and Withum, November 2020.