• Legal professional with over 25 years of experience in the wealth and asset management industry, providing strategic legal counsel and regulatory compliance.
• Served as General Counsel and VP Investment Strategy, Client Service and Product Development at a global investment management firm, establishing and structuring a regulated bank, forming a UCITS, and providing legal frameworks for ESG-focused strategies.
• As Vice President and Counsel at a prestigious asset management company, provided innovative solutions leading to significant AUM increase, managed RFPs with major pension funds, and advised on comprehensive regulatory matters.
• At a leading bank, improved efficiency through knowledge management tools, negotiated commercial agreements, and provided regulatory analysis for emerging markets.
• Proficient in negotiation and drafting of a wide range of legal agreements, regulatory compliance, risk mitigation, corporate governance, and creating environmental, social, and governance (ESG) policies.
• JD from Georgetown University Law Center, BA in History from College of the Holy Cross; admitted to the Bar in Massachusetts, Florida, and the District of Columbia.

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