“I partner with my clients to build new business and investment opportunities that integrate clear regulatory solutions without making them a barrier to success.
Practices
Industries + Issues
Regions
Bar Admissions
Massachusetts
New York
Education
McGill University, B.A.
University of Ottawa, LL.B.
Insights
Insights
Client Alert
AI Compliance Tips for Investment Advisers
Client Alert
SEC Staff Issues New Marketing Rule FAQs
News
News
MoFo News Item
MoFo Advised Burgundy Asset Management on Sale to BMO
MoFo News Item
Investment Adviser Compliance Index
Events
Events
Speaking Engagement
Developments in Registered Funds
Speaking Engagement
SIFMA C&L 2025 Annual Seminar
Sponsorship
2023 Investment Management Conference
Ranked for Registered Funds
Chambers USA 2024-2025
