With a history that traces its roots back to 1950, the Value Line Funds is a multibillion dollar diverse family of mutual funds. Member of the Audit, Valuation and Governance Committees.

KOP Therapeutics has uncovered groundbreaking technology designed to fight cancer with minimal side effects by using a targeted low toxicity molecular therapy for oncogene silencing that targets the stem cells which normally elude detection and treatment while leaving healthy cells unaffected.

Meridian Fund Advisers engaged in creative problem-solving, strategic thinking, and program development through regulatory and best practices consulting with private equity funds and domestic and offshore hedge funds. Our projects included creating private fund board governance protocols and customized regulatory infrastructures.

The Masterworks Museum of Bermuda Art Official Patron – HRH the Prince of Wales, KG, KT, GCB, OM***At the Masterworks Museum of Bermuda Art, you can experience Bermuda as seen through the eyes of artists like Winslow Homer, Georgia O’Keeffe, Charles Demuth, Jack Bush and Albert Gleizes among many others. Many of the paintings in the Bermudiana Collection are landscapes of our beautiful island paradise, and others reflect the unique warmth of Bermuda’s people and… Show more The Masterworks Museum of Bermuda Art Official Patron – HRH the Prince of Wales, KG, KT, GCB, OM***At the Masterworks Museum of Bermuda Art, you can experience Bermuda as seen through the eyes of artists like Winslow Homer, Georgia O’Keeffe, Charles Demuth, Jack Bush and Albert Gleizes among many others. Many of the paintings in the Bermudiana Collection are landscapes of our beautiful island paradise, and others reflect the unique warmth of Bermuda’s people and cultural heritage. Show less

Burnham Investors Trust was a family of open-ended equity mutual funds launched and managed by Burnham Asset Management Corporation invested in the public equity markets of the United States. Member of the Nomination and Valuation Committees.

Advised an SEC registered investment adviser on legal, operational, and marketing matters pertaining to single strategy L/S equity hedge funds, a tech-based venture capital fund, and fund of funds specializing in emerging manager hedge funds.

Member of the Asset Management Practice Group at Shearman & Sterling, a lift-out group from Kramer Levin Naftalis. Managed a team dedicated to setting up private funds (hedge funds, private equity funds, asset-backed funds, and venture capital funds) as well as SEC-registered funds. Also managed a team dedicated to setting up SEC-registered advisers. Provided ongoing counseling to managers of private funds, registered mutual funds, and their advisers.

Managed a team in the Investment Company Services Group and provided ongoing project management and counseling to the investment advisers of registered mutual fund groups.