- Member, Board of Trustees, New York Law School
- Member, National Board of Directors, Marquette University Alumni Association (2009–2013)
- Member, Employee Benefits and Executive Compensation Committee, New York City Bar Association
Education
- New York University School of Law, LL.M., 2001
- New York Law School, J.D., 1995
- Fordham University, M.B.A.
- Marquette University, B.A.
Bar Admissions
- New York
Court Admissions
- Supreme Court of the United States
- Speaker, “ESOP Plan Design and Formation,” Lawline, January 14, 2025.
- Speaker, “401(k) Plan Issues for Small and Midsize Companies,” MidAtlantic Employers Association, December 1, 2024.
- Speaker, “Multiemployer Pension Plan Withdrawal Liability: Employers Beware and Be Prepared,” Lawline, November 28, 2023.
- “Multiemployer Plans in Mergers and Acquisitions,” Lexis Practical Guidance, August 2024.
- Co-host, “Multiemployer Pension Plans in Mergers and Acquisitions,” Employee Benefits and Executive Compensation Considerations in Mergers and Acquisitions Podcast Series, May 2, 2024.
- Author and Presenter, “Blocking and Tackling for Fiduciaries and Tax-Qualified Defined Contribution Plans ,” Winning the Game of Distressed M&A: The Playbook, June 2, 2023.
- Author and Presenter, “ERISA Plans: Positioning Your Team for the Win,” Winning the Game of Distressed M&A: The Playbook, May 8, 2023.
- Author and Presenter, “Keeping Your Eye on the Ball: ERISA and Executive Compensation Issues,” Winning the Game of Distressed M&A: The Playbook, March 24, 2023.
- Quoted, “What Is the Rule of 55 and How Does It Work?,” Bankrate, September 15, 2021.
- Quoted, “How to Withdraw Money from a 401(k) Early,” Bankrate, June 3, 2021.
- Quoted, “Employers Are Making It Easier for Workers to Tap Their 401(k) Savings,” CNBC, May 26, 2020.
- Quoted, “Coronavirus Relief Bill Would Relax Rules on Retirement Savings,” CNBC, March 25, 2020.
- Quoted, “Congress May Let You Take $100,000 From Your 401(k). What You Should Know,” CNBC, March 23, 2020.