Areas of Practice
Investment management law; mergers and acquisitions; business transactions; commercial finance; public finance

Representative Experience
Represents registered investment advisers and private investment funds in securities and other compliance matters, including preparation of SEC Form ADVs, development of wrap fee programs, drafting and negotiation of investment advisory agreements, subadvisory agreements and solicitor agreements, and responses to regulatory deficiency letters

Represents clients in connection with a broad range of business transactions, including mergers, acquisitions, dispositions, reorganizations, equity issuances, equity incentive packages and general operational contracts

Represents borrowers in the review and negotiation of commercial loan documents

Represents non-profit corporations in connection with tax-exempt finance transactions

Memberships and Activities
Oregon State Bar, Member

Multnomah Bar Association, Member

National Society of Compliance Professionals, Member

Education
J.D., University of Washington School of Law, 1987

• Articles editor, Washington Law Review