State of Connecticut, 1988
Registered Foreign Lawyer in the UK, 2002
Washington DC, 2003
State of New York, 2004
Commonwealth of Massachusetts, 2007
Syracuse University, B.A.
University of Connecticut School of Law with high honors, J.D.
Society of Trust and Estate Practitioners (STEP)
Member, Financial Planning Association
District of Columbia Bar Association
Connecticut Bar Association
American Bar Association
New York Bar Association
- Year joined: 1991
- Year became partner: 1998