Member of Asset Management Practice Group. Manage team of attorneys responsible for providing legal counsel to various Fidelity business units, including: - Pyramis Global Advisors (Senior Legal Counsel, 2007 – 2012). Supported seven institutional asset management subsidiaries, including a state-chartered limited purpose trust company, SEC-registered investment adviser, FINRA-registered broker-dealer and regulated investment management subsidiaries in Canada, Asia and Europe. - International (VP, Associate General Counsel, 2013 – 2022). Lead attorney supporting investment management, research, trading, product and distribution subsidiaries in Europe, Asia and Canada. - FMR Global Equity Trading (VP, AGC, 2019 – 2022). Lead attorney supporting global equity trading desk, including private equity investments, for FMR funds and affiliated advisers. - Fidelity Regulatory Coordination Program Office (VP, AGC, 2022 – 2024). Head of office responsible for managing Fidelity’s response to new regulatory proposals. - High Income and Special Situations (VP, AGC, 2024 - Pres.).

Provided legal counsel to senior management of global fund administrator with over $200 billion in alternative assets under administration. Lead a team of six staff responsible for providing legal and corporate services to six offices located in the U.S., Europe, the Cayman Islands and Bermuda. Provided legal guidance to over 80 investment advisers managing 100 domestic limited partnerships and 150 corporate and trust vehicles domiciled in offshore jurisdictions. Provided counsel to investment advisers on fund formation, transfer agency, accounting, tax, anti-money laundering and regulatory matters, including compliance with the Investment Advisers Act of 1940, Investment Company Act of 1940, Regulation D, ERISA, and the USA PATRIOT Act. Drafted private placement memoranda, subscription agreements, limited partnership agreements, administration agreements and side letters; advised offshore fund directors on discharging fiduciary duties.

Provided legal counsel to global institutional investment adviser with $35 billion assets under management. Advised business regarding the Investment Advisers Act of 1940, Investment Company Act of 1940, ERISA, Securities Act of 1933, Exchange Act of 1934 and Canadian Provincial law. Drafted and negotiated investment management agreements for segregated accounts and offering memoranda for on-and-offshore pooled investment vehicles. Advised UK and Asian offices on U.S. law, including the regulation of derivatives and the formation and offering of hedge funds and fund-of-hedge funds in the US under the 1940 Act and Regulation D. Negotiated broker and vendor agreements. Developed, implemented and administered Rule 206(4)-7 Compliance Program for US, UK and Hong Kong based advisers.