- Member, American Bar Association
- Member, New York State Bar Association
- Member, New Jersey State Bar Association
- Member, Association of Insurance Compliance Professionals (AICP)
- Member, Federation of Regulatory Counsel (FORC)
Education
- Georgetown University Law Center, J.D.
- Brown University, B.A.
Bar Admissions
- New York
- New Jersey
- Speaker, “Program Manager: Top 10 Strategies for Negotiating Binding Authority Agreements and Licensing Misconceptions,” Troutman Pepper Locke, May 22, 2025.
- Speaker, “Surplus Lines/Independent Procurement “101” and Common Regulatory Pitfalls,” Troutman Pepper Locke, May 22, 2025.
- Panelist, “Pain Points for Agencies of All Sizes,” InsurTechNY: Leverage the Latest Agent Tech, November 5, 2024.
- Speaker, “Insurance Intermediary Licensing,” InsurTech Legal Academy, September 26, 2024.
- Speaker, “Inducements and Rebates for InsurTechs,” InsurTech Legal Academy, February 14, 2024.
- Speaker, “Insurance Broker Fees and Insurance Commission Sharing and Referral Fee Payments for InsurTechs,” InsurTech Legal Academy, November 7, 2023.
- Speaker, “Surplus Lines Insurance for InsurTechs,” InsurTech Legal Academy, June 28, 2023.
- Speaker, “Magic Formula for Digital MGA Insurer Partnerships,” InsurTech NY Spring Conference, March 29, 2023.
- Speaker, “Securing TPA and Claims Adjusting Contracts,” InsurTech NY Digital MGA Lab, November 14, 2022.
- Speaker, “Deciding Between Admitted and E&S Products,” InsurTech NY Digital MGA Lab, September 16, 2022.
- Speaker, “Accelerating the Digital Workflow for Distributors,” InsurTech NY, October 21, 2021.
- Speaker, “Understanding Surplus Lines,” APCIA Virtual Western Region General Counsel Conference, July 27, 2021.
- Speaker, “The Path of an InsurTech – Launching a Technological Insurance Platform and Associated Insurance Distribution and Risk Assumption Considerations,” IBA Global Influencer Forum, July 1, 2021.
- Speaker, “Methods of Accessing the Non-Admitted Market in the U.S. and Related Group Insurance Issues,” AICP Gulf States Chapter Education Day, June 29, 2021.
- Speaker, “Methods of Accessing the Non-Admitted Insurance Market in the U.S. for InsurTech Distributors,” June 9, 2021.
- Co-editor, “Excess and Surplus Lines Law Manual Annual Update,” Troutman Pepper Locke, annually.
- Author, “A Deep Dive Into the Diligent Effort (Search) Requirement,” Insurance Journal, January 22, 2024.
- Author, “The Rise of the Domestic Surplus Lines Insurer,” New York Law Journal, September 30, 2022.
- Author, “Senate Banking Committee Chair Urges FIO And the NAIC To Monitor Private Equity and Affiliated Offshore Reinsurance in the Life Insurance Industry,” Locke Lord, August 22, 2022.
- Author, “LL Surplus Lines Series (Entry 33): Florida Legislators Consider Surplus Lines Bills,” Locke Lord, January 31, 2022.
- Author, “10 Things to Consider When Buying, Selling or Operating a Reinsurance Intermediary,” Insurance Journal, November 15, 2021.
- Author, “LL Surplus Lines Series (Entry 32): Illinois Legislature Eliminates the Diligent Search Effort for Certain Commercial Transactions and Provides Clarity With Respect to Group Policies,” Locke Lord, June 21, 2021.
- Author, “Washington State Implements Registration and Tax Requirement on Eligible Captive Insurers Operating in the State,” Locke Lord, June 1, 2021.
- Author, “LL Surplus Lines Series (Entry 31): ELANY Issues Commentary on NY Cybersecurity Regulation Developments, E&S Diligent Search Modernization, Medical Malpractice E&S Reform, Punitive Damage Advocacy, Group Policy Prohibitions, Binding Authority Filing Requirements and other Topics of Note,” Locke Lord, May 6, 2021.
- Author, “LL Surplus Lines Series (Entry 30): Maine Issues Bulletin Explaining the Conditions for Surplus Lines Placement,” Locke Lord, April 19, 2021.
- Author, “AM Best Seeks to Implement New Methodologies to Assess Underwriting Performance of Delegated Underwriting Authority Enterprises,” Locke Lord, March 22, 2021.
- Author, “The Myth of the ‘Surplus Lines Agent’,” Insurance Journal, February 8, 2021.
- Author, “Top Insurance Regulatory Developments of 2020,” Insurance Journal, January 26, 2021.
- Author, “The Gig Economy’s Auto Insurance Market and Surplus Lines,” Insurance Journal, December 21, 2020.
- Author, “LL Surplus Lines Series (Entry 27): Developments in the Surplus Lines Diligent Search Requirement,” Locke Lord, October 6, 2020.
- Author, “LL Surplus Lines Series (Entry 25): Lloyd’s of London to Relinquish U.S. Licenses; Will Focus on Expanding Surplus Lines and Reinsurance Operations,” Locke Lord, July 13, 2020.
- Author, “LL Surplus Lines Series (Entry 24): Excess Line Association of New York Weighs in on ‘Surplus Lines Agents’,” Locke Lord, June 24, 2020.
- Author, “Pandemic Risk Insurance Act (PRIA) Introduced in Congress With Revisions from Initial Drafts; Business Continuity Protection Program Floated as Well,” Locke Lord, May 29, 2020.
- Author, “LL Surplus Lines Series (Entry 23): Sampling of COVID-19 State and NAIC Insurance Updates Applicable to the Surplus Lines Industry,” Locke Lord, May 18, 2020.
- Author, “How COVID-19 Impacts the Surplus Lines Insurance Industry,” Insurance Journal, April 22, 2020.
- Author, “Pandemic Risk Insurance Act and the Future of Business Interruption Insurance,” PropertyCasualty360, April 21, 2020.
- Author, “Changes State Insurance Regulators Are Making For COVID-19,” Law360, March 30, 2020.
- Author, “Pandemic Risk Insurance Act – A TRIA-Inspired Model to Backstop the Business Interruption Insurance Market in the Wake of COVID-19,” Locke Lord, March 27, 2020.
- Author, “New York, Against COVID-19 Backdrop, Issues Circular Letter Expanding Ability for Insurers to Offer ‘Cancel for Any Reason’ (CFAR) Products,” Locke Lord, March 16, 2020.
- Author, “Surplus Lines Insurance: 20 FAQs for 2020,” Locke Lord, February 10, 2020.
- Author, “20 Things to Know About Surplus Lines Insurance in 2020,” Insurance Journal, February 10, 2020.
- Author, “Top 10 Insurance Laws And Regulations Of The Decade,” Law360, January 28, 2020.
- Interviewed, “How I Made Practice Group Chair: ‘Collaboration Actually Makes the Job Fun,’ Says Zachary Lerner of Troutman Pepper Locke,” Law.com, January 13, 2025.
- Quoted, “Guidance to make smart insurance buys,” Regulatory Compliance Watch, June 3, 2021.