Attorney to Trustee. General Partner in Family Limited Partnerships, Mediator in Litigated Fiduciary matters and also represents investment advisers, venture capital and private equity funds with early-stage capital investments, sourcing of a mixture of top tier law firm, of-counsel (contract) and in house experience.

specializes in the management of publicly traded securities for private clients. Services include family investment strategy and individual investment management. Assets are held in client name with major brokerage firms and the use of domestic equities including exchange traded funds, and equity call option writing.