Education
- Duke University School of Law, J.D., 2016, Editorial Board, Duke Law Journal
- Penn State Schreyer Honors College, B.S., with distinction, 2013
Bar Admissions
- Pennsylvania
- Speaker, Private Equity CFO Association April Meeting, April 30, 2024.
- Panelist, “SEC Update,” ACG Private Equity C-Suite Network (PECS), Philadelphia, PA, May 25, 2023.
- Speaker, “The SEC’s Proposal to Enhance Private Fund Investor Protection,” Federal Executive Alliance, May 4, 2022.
- Speaker, “Investment Management Roundtable: Robo Advisors,” West LegalEdcenter, March 28, 2019.
- Co-author, “Investment Management Update – Q2 2025,” Troutman Pepper Locke, September 9, 2025.
- Co-author, “Investment Management Update – Q1 2025,” Troutman Pepper Locke, June 4, 2025.
- Author, “REITs, Investment Structures, and Investment Company Status,” The Corporate & Securities Law Advisor Insights, September 2025.
- Co-author, “SEC Broadens Guidance on Accredited Investor Verification,” Troutman Pepper Locke, March 13, 2025.
- Co-author, “Regulatory Monitor: SEC Update,” The Investment Lawyer, January 2025.
- Co-author, “Investment Management Update – Q3 2024,” Troutman Pepper, November 25, 2024.
- Co-author, “Investment Management Update – Q2 2024,” Troutman Pepper, October 4, 2024.
- Co-author, “SEC Charges Broker-Dealer and Two Affiliated Investment Advisers With Violating Whistleblower Protection Rule,” Troutman Pepper, September 9, 2024.
- Co-author, “SEC Approves Spot Ether ETFs,” Troutman Pepper, July 24, 2024.
- Co-author, “Investment Management Update – Q1 2024,” Troutman Pepper, May 10, 2024.
- Co-author, “How to Avoid a Similar Fate? SEC Charges Firms With Record-Keeping Violations for Off-Channel Communications,” Troutman Pepper, February 14, 2024.
- Co-author, “Investment Management Update – Q4 2023,” Troutman Pepper, February 1, 2024.
- Co-author, “SEC Releases New Guidance on Tailored Shareholder Reports,” Troutman Pepper, January 24, 2024.
- Co-author, “SEC Adopts Significant Amendments to Form PF,” Troutman Pepper, May 10, 2023.
- 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, “SEC Adopts Modernized Framework for Open-End Fund Shareholder Reports and Disclosures,” Troutman Pepper, October 27, 2022.
- Co-author, “Investment Management Update – June 2022,” Troutman Pepper, June 2022.
- Co-author, “SEC Proposes Fund Names Rule Amendments and Rules Governing ESG Investment Disclosures,” Troutman Pepper, June 8, 2022.
- Co-author, “Illuminating Investment Horizons,” Private Equity International, May 2022.
- Co-author, “Investment Management Update – August 2021,” Troutman Pepper, August 2021.
- Co-author, “SEC Settles Compliance Rule Violations With ICE Subsidiary,” JD Supra, March 1, 2021.
- Co-author, “Investment Management Update,” Quarterly Regulatory Update, September 2020.
- Co-author, “DOL Sheds Light on Permissible Private Equity Components in Individual Account/Defined Contribution Plan Asset Allocation Funds,” Client Alert, June 23, 2020.
- Co-author, “Investment Management Update,” Quarterly Regulatory Update, June 2020.
- Co-author, “SEC Grants Additional COVID-19 Relief to Business Development Companies,” Client Alert, April 14, 2020.
- Co-author, “Guidance for Private Funds on Navigating COVID-19 Crisis,” Client Alert, March 26, 2020.
- Co-author, “SEC Extends Relief for Funds and Investment Advisers Amid COVID-19 Pandemic,” Client Alert, March 26, 2020.
- Co-author, “SEC Grants Relief to Funds and Advisers Related to COVID-19 Outbreak,” Client Alert, March 16, 2020.
- Co-author, “SEC OCIE Issues 2020 Examination Priorities,” Client Alert, January 30, 2020.
- Co-author, “Investment Management Update,” Quarterly Regulatory Update, October 2019.
- Co-author, “SEC Adopts ETF Rule,” Client Alert, October 2, 2019.
- Co-author, “Investment Management Update,” Quarterly Regulatory Update, July 2019.
- Co-author, “Fifth Circuit Vacates Fiduciary Rule, Creating Circuit Split; Headed to Supreme Court?,” Client Alert, March 19, 2018.
- Co-author, “The ‘End’ of Libor: Considerations for Market Participants,” Middle Market Growth, August 24, 2017.