Chief Legal Officer

• Mar 2017 - Present

Member of Executive Committee and manage all legal matters for this public real estate investment trust. Oversee HR, ESG, Insurance and Corporate Communications. JBG SMITH owns, operates, invests in and develops a dynamic portfolio of mixed-use properties in the high growth and high barrier-to-entry submarkets in and around Washington, DC. Through an intense focus on placemaking, JBG SMITH cultivates vibrant, amenity-rich, walkable neighborhoods throughout the Washington, DC metropolitan area. Over half of JBG SMITH’s holdings are in the National Landing submarket in Northern Virginia, where it serves as the exclusive developer for Amazon’s new headquarters, and where Virginia Tech’s under-construction $1 billion Innovation Campus is located. JBG SMITH is committed to the operation and development of green, smart, and healthy buildings and plans to maintain carbon neutral operations annually. For more information on JBG SMITH please visit www.jbgsmith.com. Show less

Director (member of Audit, Compensation and Governance Committees)

• Dec 2020 - Jul 2021

General Counsel & Chief Compliance Officer, EVP Corporate Strategy

• Aug 2013 - Mar 2017

Manage all legal, regulatory and compliance matters and corporate strategy for this registered investment advisor and lender. Alliance Partners manages BancAlliance, a consortium of community banks interested in investing in commercial and industrial loans sourced, underwritten and managed by Alliance Partners. On the business side, as a member of the Management Committee, oversee all aspects of the firm with a focus corporate strategy and partnerships. On the legal and compliance side, primarily responsible for private equity raises, partnership transactions with agent lenders, credit facilities, collateral management arrangements with institutional investors, investment advisor compliance, bank regulatory matters, employment and general corporate law matters. Show less

Public Company Board Member

• Jan 2010 - Apr 2014

Risk Committee

Co-Chief Executive Officer

• Jan 2010 - Dec 2011

Together with Co-CEO, oversaw all aspects of this public commercial finance company and its bank subsidiary. Spearheaded the transition from a specialty finance company to a bank, including from a cultural perspective. Managed downsizing and set new strategic plan following financial crisis.

Executive VP, Chief Legal Officer and Secretary

• Aug 2000 - Dec 2009

Key member of executive team since formation of this middle market, NYSE-listed commercial finance company. Managed all legal matters including, corporate securities, borrowings, corporate governance, bank regulatory, REIT compliance, litigation and employee matters. Also responsible for the direction and oversight of human resources, as well as other operational functions. Led all major capital markets transactions, including:-- over $500MM initial private equity raise-- several securitization transactions-- initial public offering and follow-on offering-- offerings of trust preferred securities, convertible debentures and high yield notesSupervised acquisitions of other businesses and loan portfolios. Led the transactions that converted the company into a REIT as well as the company's de-REITing. Led the transaction that created CapitalSource Bank and managed the transition of the specialty finance business to a commercial bank (relocated to Bank headquarters in Los Angeles for 12 months to provide hands-on integration services). Worked closely with FDIC regulators in connection with bank's formation and ongoing examinations.Played critical role in restructing outstanding indebtedness during financial crisis. Show less

Partner/Associate

• 1993 - 2000

Corporate Securities Attorney. Practice focused on debt and equity offerings for real estate investment trusts and technology companies. Represented both issuers and underwriters. Also advised on mergers and acquisitions and provided general corporate and securities advice to clients. Corporate Securities Attorney. Practice focused on debt and equity offerings for real estate investment trusts and technology companies. Represented both issuers and underwriters. Also advised on mergers and acquisitions and provided general corporate and securities advice to clients.

Associate

• Aug 1988 - Aug 1993

Provided corporate securites and real estate advice, particularly for REITs. Provided corporate securites and real estate advice, particularly for REITs.