Experience

Financial Architects Partners

• United States
• Financial Services
• 1 - 100 Employee

• General Counsel

  • Apr 2008 - Present

  - primary responsibility is to facilitate and deepen FAP’s relationships with advisors, CPA’s, and family offices through strategic marketing both in the New England region and across the country - primary responsibility is to facilitate and deepen FAP’s relationships with advisors, CPA’s, and family offices through strategic marketing both in the New England region and across the country



JP Morgan Private Bank

• Financial Services
• 700 & Above Employee

• Senior Wealth Advisor, New Englang Region

  • 2004 - 2008

  - provided “best practices” advice and wealth planning strategies to high net worth individuals and their families - provided “best practices” advice and wealth planning strategies to high net worth individuals and their families



McDermott Will and Emery

• France
• Legal Services

• Director of Boston Office Private Client Dept

  • 1997 - 2004

  - counseled affluent families on wealth planning strategies and drafted a wide variety of legal documents, including basic and advanced estate plans, GRAT's, dynasty trusts, CRT's, ILIT's, CLT's, and foundations - counseled affluent families on wealth planning strategies and drafted a wide variety of legal documents, including basic and advanced estate plans, GRAT's, dynasty trusts, CRT's, ILIT's, CLT's, and foundations


Burns & Levinson LLP
• United States
• Law Practice
• 200 - 300 Employee
• Partner, Estate Planning & Tax Dept.

  • 1981 - 1997

Internal Revenue Service
• United States
• Government Administration
• 700 & Above Employee
• Attorney-Advisor, General Counsel's Office

  • 1977 - 1981