Professional Bio
Education
• New York University School of Law, LL.M. in Taxation (1997)
• University of Florida College of Law, J.D. magna cum laude (1995)
• Johns Hopkins University, B.A. (1992)
Bar Admission
• Pennsylvania (1997)
• New Jersey (1997)
• Florida (1996)
Past Employment
• Teeters Harvey Marrone & Kaier LLP (2018 - July 2020)
• Commonwealth Trust Company (2009 - 2018)
• Ballard Spahr Andrews & Ingersoll, LLP (2005 - 2009)
• Drinker Biddle & Reath LLP (2000 - 2005)
• Schnader Harrison Segal & Lewis LLP (1997 - 2000)
Community Activities
• Past President of the School Board of Congregation Beth El – Ner Tamid’s Religious School
• Member of the Board of Directors and Executive Board of Congregation Beth El – Ner Tamid
• Frequent volunteer for Philadelphia Volunteers for the Indigent Program
Honors
• Wills for Heroes Pennsylvania Bar Association Verdina Y. Showell Award (2010)
• Pennsylvania Super Lawyers Rising Star (2005)
• Finalist for Impact Award of the Philadelphia Volunteers for the Indigent Program
Professional Speeches
• Co-presenter, Grantor Trust Status: Things That Can Change a Trust’s Status, Leimberg Information Services, April 2018
• Presenter, Trust Administration and Termination Basics, part of Estate Planning and Administration: The Complete Guide, National Business Institute, December 2016
• Panelist, Balancing Fiduciary Duty with Complex Planning, Delaware Bankers Association’s 2014 Delaware Trust Conference
• Panelist, Navigating the Challenges of the Trustee/Beneficiary Relationship, Canadian Family Office and Private Wealth Management Forum, January 2014
• Presenter, Working with Investment and Other Direction Advisors, Delaware Bankers Association’s 2012 Delaware Trust Conference
