Experience

Wolf Popper LLP

• United States
• Law Practice
• 1 - 100 Employee

• Of Counsel

  • Jul 2022 - Present



Savett Law Offices LLC

• Greater Cleveland

• Managing Partner

  • Nov 2015 - Present

  • Founded a law firm specializing in representing consumers and small businesses pursuing claims under the Telephone Consumer Protection Act (TCPA) and Junk Fax Prevention Act (JFPA) and other privacy statutes. • Oversaw litigation process from start to finish for multiple matters at a time. • Researched and drafted all complaints and substantive briefs, and argued same. • Responsible for traditional and electronic discovery in multiple complex matters, including meet and confer process and motions to compel. Fluent on Relativity and other eDiscovery platforms. • Prepared clients for depositions, pre-trial conferences, and mediations. • Collaborated with co-counsel, non-profits, and government entities on litigation strategy and appeals. • Successfully negotiated resolutions of dozens of cases. • Implemented a true paperless office utilizing technology solutions.



TXT Capital

• United States
• Financial Services

• Managing Partner

  • Sep 2011 - Present

  • Created a consulting firm specializing in serving the needs of institutional investors, government entities, law firms, and D&O firms with regard to consumer protection, shareholder, and antitrust litigation issues. • Counseled senior executives from pension funds, hedge funds, mutual funds, and government entities on litigation risk / reward assessments, liability and outcome bracketing, and “contagion” effects of specific litigation to peer firms. • Assisted institutional investor clients with acquisition or investment-related due-diligence. • Created educational programs for clients on class action, mass tort, and securities litigation issues. • Developed multiple webinars and whitepapers to educate clients on The Financial Institutions Reform, Recovery, and Enforcement Act of 1989 (FIRREA) in response to client-led demand. Presented dozens of times on then cutting-edge topic, after sudden pivot by DOJ to utilize statute after 20+ year hiatus. • Frequently quoted in business and popular media on complex litigation issues (e.g. Reuters, Wall Street Journal).



Levi & Korsinsky, LLP

• United States
• Law Practice
• 1 - 100 Employee

• Director of Communications & Institutional Research

  • Mar 2021 - Jul 2022

  • Responsible for publishing content and research relevant to the institutional investor community. • Advise institutional investor clients of industry best practices and trends. • Business development and client relations for leading class and complex litigation firm. • Invited speaker before numerous industry groups, including NCPERS, NCTR, FPPTA on class action and complex litigation issues. • Responsible for publishing content and research relevant to the institutional investor community. • Advise institutional investor clients of industry best practices and trends. • Business development and client relations for leading class and complex litigation firm. • Invited speaker before numerous industry groups, including NCPERS, NCTR, FPPTA on class action and complex litigation issues.



KCC

• United States
• Legal Services
• 100 - 200 Employee

• Director, Class Action Services

  • Nov 2013 - Nov 2015

  • Senior business development executive for class action and mass tort notice and claims administration firm. • Frequently quoted in business and popular media on class actions and complex litigation issues (e.g. Wall Street Journal, Reuters, American Lawyer, Bloomberg). • Invited speaker before numerous industry groups. • Served as public face for business unit, including advising corporate and law firm clients of industry best practices and trends. • Created whitepapers, CLE, & general educational programs for clients on class action and securities litigation issues. • Guest lecturer on Securities Class Actions at Case Western School of Law.



Claims Compensation Bureau, LLC

• Greater Philadelphia

• Director of Securities Class Actions

  • Jun 2010 - Sep 2011

  • Managed all aspects of the securities class action services business for pioneering firm in the field of third-party claims filing. • Frequently quoted in business and popular media on securities litigation issues (e.g. Inside Counsel, Institutional Investor, Reuters). • Invited speaker before numerous industry groups, including Federal Judicial Center (FJC), Bank Depository Users Group (BDUG), and Association of Global Custodians (AGC). • Drafted RFP responses and supported sales process. • Solidified relationships with claims administrators, regulatory agencies, independent distribution consultants, and other third parties.



MSCI Inc.

• United States
• Financial Services
• 700 & Above Employee

• Director, Securities Class Action Services

  • Jan 2007 - Jun 2010

  • Managed all aspects of the Securities Class Action Services group for leading corporate governance and proxy advisory firm. • Oversaw 20+ person multi-continent remote direct report team and supported 100+ person sales and account management teams. • Led four straight years of double-digit sales growth while achieving a 98% client retention rate. • Served as primary public face for business unit, including advising institutional investor, law firm, and insurance clients of industry best practices and trends. • Invited to serve as Advisory Board Member for McGovern Conference on Securities Settlement Distribution. • Authored numerous whitepapers, moderated conference panels and developed webcasts on securities litigation issues. • Frequently quoted in business and popular media on securities litigation issues (e.g. Wall Street Journal, CFO Magazine, American Lawyer, Institutional Investor). • Primary Author, Securities Litigation Watch, a popular legal blog.



Mehri & Skalet, PLLC

• United States
• Law Practice
• 1 - 100 Employee

• Associate

  • Jan 2006 - Dec 2006

  • Creator and author, Lies, Damn Lies, & Forward Looking Statements, a widely read blog tracking current trends in securities litigation. • Primary attorney responsible for business development and case investigation in securities, ERISA, and antitrust practice groups. • Oversaw program to monitor securities portfolios for institutional investor clients and developed weekly newsletter for fiduciaries on current events in securities litigation. • Primary paralegal trainer for corporate research and securities litigation related training.



Cohen Milstein Sellers & Toll PLLC

• United States
• Law Practice
• 100 - 200 Employee

• Associate

  • Sep 2003 - Dec 2005

  • Oversaw program to monitor and produce regular periodic reports to more than 15 institutional investor clients, with combined securities portfolios in excess of $220 billion. • Prepared firm’s responses to RFPs issued by pension funds for securities litigation services. • Responsible for providing securities litigation specific training for all newly hired paralegals and periodic refresher courses for all paralegals in securities practice group. • Co-authored two published articles on recent trends in securities litigation. • Researched and drafted appellate briefs; memoranda of law in opposition to motions to dismiss and motions for reconsideration; motions to compel; and memoranda of law in support of class certification motions and lead plaintiff motions. • Negotiated resolution of disputes involving discovery of electronic documents and various privilege issues. • Acted as local counsel in District of New Jersey and Eastern District of Pennsylvania for all newly filed and existing securities cases.



Finkelstein Thompson LLP

• United States
• Law Practice
• 1 - 100 Employee

• Associate

  • Apr 2002 - Sep 2003

  • Supervised electronic discovery production in multi-district securities fraud litigation, including creation of training program for co-counsel. • Created marketing program for potential institutional investor clients. • Primary liaison to co-counsel and clients in consolidated MDL securities fraud litigation. • Researched and drafted securities, antitrust and consumer fraud class action complaints. • Attorney liaison for several hundred clients in consolidated securities fraud litigation.



Savett Frutkin Podell & Ryan

• Greater Philadelphia Area

• Associate

  • 2000 - 2002

  • Created, oversaw design of, and launched firm web site, including interactive on-line client retainer agreement and PSLRA certification form. • Researched and drafted class action complaints and pleadings in securities, antitrust, and consumer fraud cases. • Responded to client and shareholder inquiries. • Analyzed potential new securities and consumer fraud cases. • Created, oversaw design of, and launched firm web site, including interactive on-line client retainer agreement and PSLRA certification form. • Researched and drafted class action complaints and pleadings in securities, antitrust, and consumer fraud cases. • Responded to client and shareholder inquiries. • Analyzed potential new securities and consumer fraud cases.