Serves as Managing Partner of Centarus Legal Services, Centarus Business Consultants, and CBC Due Diligence Services. Over 20 years of legal experience and 15+ years of prior executive-level business experience at large national and multinational corporations.
Practice concentrates on taxation, corporate law, and securities law. Extensive experience with real estate investors, investment companies, and private placement offerings. JD from University of Connecticut School of Law with Certificate in Taxation.
Over three decades of experience advising multinational corporations, private equity firms, high net worth individuals, and financial institutions on complex U.S. legal matters.
Over thirty years of experience in federal tax law, estate and gift tax, securities laws, and broker/dealer regulation. Significant experience with pensions, 401(k) plans, and executive compensation.
Focuses on securities law, securities litigation, corporate law, and transactional work. Former VP and General Counsel of OrderTrust, Inc. and associate at Davis, Polk & Wardwell and Goodwin, Proctor.
Over 29 years of investment banking and consulting experience. Closed transactions exceeding $400 billion across energy, utilities, industrials, media/telecom, and healthcare. Former Investment Banker at JP Morgan and BMO Capital Markets.
Over 14 years experience with start-up companies. Specializes in business plans, capital raising, cost reductions, and due diligence. MBA from Kellogg School of Management at Northwestern University.
Brings innovation and passion from Silicon Valley plus Strategic Planning expertise from blue chip firms including Adobe, Schwab, Visa USA, Merrill Lynch, and Prudential Financial.
Specializes in compliance consulting for hedge funds, registered investment advisors, and broker-dealers. Provides litigation support and expert witness services in securities-related arbitrations.
