Pleased to continue the estate planning and administration aspects of 30+ year law career with the help of the great team at Sassoon Cymrot. I will continue my independent fiduciary practice at Gosselin Law.

Full service investment banking boutique and private investment fund. I work with institutions, trust companies, family offices, and certain ultra high net worth individuals to enhance their returns through AI based hedging (proprietary modeling), mergers & acquisitions, strategic advisory and creation of private debt structures to maximize cash on cash returns for clients.

Harnessing the power of human and machine. AI-based hedge fund utilizing advanced algorithmic models to create optimal alpha in a sector based model.

Smart, Simple Venture Portfolios

Managing Partner of a dynamic law practice focused on providing a comprehensive resource to clients at the intersection of wealth and family since 1994.

Full service trust company serving as corporate fiduciary to individuals, families, non-profit organizations and businesses throughout the United States. Specialized administrative corporate trustee services including custody of alternative assets (real property, art, precious metals, and closely held businesses). DTC was acquired by F.L. Putnam, a major investment services company based in New England.

Developed unique data acquisition and secure distribution SaaS for the real estate industry, exited in 2019 through acquisition by ICE (the New York Stock Exchange).

Adjunct faculty for graduate program in real estate finance. Academic focus on portfolio theory, mortgage securitization and the disposition of distressed real asset pools. Advised students on careers in development, real estate finance and alternative investment management.