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In my role as Executive Vice President, I work closely with very high net worth families. My passion lies in leveraging decades of experience to oversee and protect the best interests of each family; it encompasses the delicate art of family dynamics.

I work with our clients in navigating their unique challenges—from wealth preservation to intergenerational harmony. With a blend of strategic insight, empathy and commitment, I guide and assist in the wealth management related needs of clients, one personalized solution at a time.

My Experience

I have had an extensive legal career specializing in family and entertainment law. I previously served as a partner and chairman of a major Boston law firm and for over 25 years taught family law as an adjunct professor at Suffolk University Law School.

I also served as Chief Legal Counsel to two Massachusetts Governors prior to becoming Vice Chairman and General Counsel at Athena Capital Advisors which subsequently merged with Fiduciary Trust International in 2020.

I am a former board member for the Massachusetts Technology Development Corp, a former fellow for the American Academy of Matrimonial Lawyers, and the former Chair of the Massachusetts Judicial Nominating Comm.

Education

  • Suffolk University Law School, J.D., Cum Laude

Financial Credentials

  • JD, Cum Laude
  • Massachusetts Bar
  • Federal District Court Bar
  • United States Supreme Court Bar

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Upcoming Events

16

Nov

The American Bar Association

We are proud sponsors of the ABA RPTE Fall Meeting

We look forward to connecting with you in New Orleans!