Experience

Cohen Circle

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Chief Executive Officer

  • Jan 2021 - 3 years

  Chief Executive Officer of Cohen Circle, a multi-stage investment firm founded by financial services pioneers, Betsy Cohen and her son Daniel Cohen. Since 2015, the firm has provided transformative capital to late stage fintech growth companies. Today, the company makes investments across the capital structure in the fintech, technology, and impact spaces, with $5bn+ in capital raised.

• Chief Operating Officer

  • Jan 2018 - Jan 2021

  Greater New York City Area


Radiate Capital
• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee
• Managing Partner

  • 2022 - 1 year


CardConnect

• United States
• Financial Services
• 1 - 100 Employee

• General Counsel and Corporate Secretary

  • Jul 2016 - Nov 2017

  Greater Philadelphia Area General counsel of a publicly-traded financial technology company with $590 million in annual revenues. A business-oriented board advisor and member of executive management team participating in all management, strategic and policy decisions affecting operations. As the company’s first internal counsel, established the company’s legal function from the ground up, defined enterprise legal strategy and implemented governance and compliance programs. Responsible for all legal affairs… Show more General counsel of a publicly-traded financial technology company with $590 million in annual revenues. A business-oriented board advisor and member of executive management team participating in all management, strategic and policy decisions affecting operations. As the company’s first internal counsel, established the company’s legal function from the ground up, defined enterprise legal strategy and implemented governance and compliance programs. Responsible for all legal affairs, including board secretary duties, SEC reporting, risk management, corporate governance, commercial matters (including structuring SaaS and cloud-based software agreements), litigation, strategic acquisitions and partnerships, financings, intellectual property and employment matters. Substantial experience with complex securities law matters and M&A transactions. Show less



Ledgewood, a Professional Corporation

• United States
• Law Practice
• 1 - 100 Employee

• Partner/Shareholder

  • 2013 - 2017

  Partner in a boutique law firm with dual focus corporate law practice serving as both an acting general counsel and business advisor to executive management and boards, and as a transactional advisor on capital markets transactions, securities law, M&A and corporate governance matters.



Franklin Square Capital Partners

• United States
• Investment Banking

• Senior Counsel

  • 2012 - 2013

  Greater Philadelphia Area Managed legal and compliance matters for four publicly registered investment funds, including advising board and management on fund structuring; prepared SEC filings; and negotiated complex commercial agreements.



Morgan, Lewis & Bockius LLP

• United States
• Law Practice
• 700 & Above Employee

• Associate Attorney

  • 2007 - 2012

  Business and Finance Group, Corporate and Securities Law Associate at international 1,700+ attorney law firm with broad-based corporate practice representing private and public companies in public and private debt and equity offerings, Exchange Act reporting, IPOs, mergers and acquisitions, joint ventures and strategic partnerships, corporate governance and commercial contract matters.



PricewaterhouseCoopers

• 1 - 100 Employee

• Associate

  • 2002 - 2004

  Dispute analysis, and Investigations Group; Forensic Accounting and Economic Consulting Associate.