| Title | Company |
|---|---|
| National Director for Wealth Advisory Practice Group | J.P. Morgan & Co. |
| Member of the Private Wealth Services Practice Group | Holland & Knight LLP |
| Chair of the Wealth Management Practice Group | Heller Ehrman White & McAuliffe LLP |
| Associate In the Asset Management Practice Group | Fried Frank LLP |
| Position, Asset Management Practice Group | Fried Frank LLP |
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