Provide strategic leadership on JPMorgan Chase & Co.'s sustainability reporting and disclosure across an increasingly complex regulatory and voluntary disclosure environment.

Regulatory, Policy, Sustainability Consulting & Strategic Advisory Services for Companies and Boards. Drawing on extensive legal, government, and policy expertise, Materiality brings an SEC-sharpened lens to advising companies across all developmental stages, enabling them to navigate a dynamic regulatory landscape, optimizing strategies for sustainability goals while enhancing corporate governance. Preparing companies to operationalize regulatory climate and sustainability disclosure under… Show more Regulatory, Policy, Sustainability Consulting & Strategic Advisory Services for Companies and Boards. Drawing on extensive legal, government, and policy expertise, Materiality brings an SEC-sharpened lens to advising companies across all developmental stages, enabling them to navigate a dynamic regulatory landscape, optimizing strategies for sustainability goals while enhancing corporate governance. Preparing companies to operationalize regulatory climate and sustainability disclosure under SEC, EU, ISSB and other authorities as well as various voluntary disclosure. Show less

Develop an inclusive crowdfunding platform based on opportunity created under the JOBS Act and related SEC regulations to connect social impact startups with early stage capital. Advising early stage social impact companies on governance policies scalable with growth including ESG and sustainability. Engage in policy discussions advancing social impact entrepreneurship and social impact finance/access to capital.

Primary advisor to the Director on national priority investigations; in consultation with the Chair of SEC, led the Division’s legislative and policy priorities, including Dodd-Frank and response to congressional inquiries related to the financial crisis and numerous congressional hearings; responsible for significant policy statements and communications; lead liaison with all SEC Divisions and Offices on Enforcement’s perspective on regulatory proposals; represented Enforcement on President… Show more Primary advisor to the Director on national priority investigations; in consultation with the Chair of SEC, led the Division’s legislative and policy priorities, including Dodd-Frank and response to congressional inquiries related to the financial crisis and numerous congressional hearings; responsible for significant policy statements and communications; lead liaison with all SEC Divisions and Offices on Enforcement’s perspective on regulatory proposals; represented Enforcement on President Obama’s Financial Fraud Enforcement Task Force; lead liaison with Department of Justice and federal banking regulators on parallel investigations and policy matters. Show less

Selected to detail from SEC to the U.S. Department of Treasury, Special Inspector General for the Troubled Asset Relief Program (SIGTARP). Led teams of federal agents and attorneys investigating potential fraud, waste and abuse in the TARP program, coordinating parallel criminal cases with the Department of Justice. Advise on policy matters related to response to the financial crisis and congressional inquiries. Lead liaison with federal banking regulators on parallel investigations.

Investigated cases of alleged securities fraud including FCPA and insider trading violations, notably case of first impression, SEC v. Dorozhko, 574 F.3d 42 (2nd Cir. 2009)(finding hacking of confidential corporate release ahead of trading a sufficiently deceptive basis for Sect. 10(b) fraud case).

White Collar Criminal/Enforcement and Congressional Investigations Practice Groups