Practice Areas

Banking Law and Regulation

Debt and Equity Finance

Business and Corporate Law

Mergers and Acquisitions

Real Estate Law

Loan Workouts and Problem Asset Resolution

Commercial and Public Finance

Securities Law

Court and Bar Admissions

Arizona, 2010

California, 1991

Ohio, 1979

New York, 1971

ProfesSional Experience

Simon Consulting, LLC: Director, 2009-2010

Capital Strategies, Inc.: Managing Director and Founder, 1997-2009

Baker & Hostetler LLP (Cleveland): Partner, 1988-1997

Porter, Wright, Morris & Arthur: Founding Partner and Managing Partner of the Cleveland Office, 1983-1988

Union Commerce Corporation and Bank (Cleveland): Executive Vice President, General Counsel and Secretary, 1975-1983

Shereff, Friedman, Hoffman & Goodman (New York): Associate Attorney, 1972-1975

Kronish Lieb (New York): Associate Attorney, 1970-1972

Other Licenses

Financial Institution Regulatory Authority (FINRA): General Securities Representative (Series 7) and Investment Banking (Series 79)

Presentations

"Critical Domestic and International Legal Issues for Entrepreneurs and Managers" (guest lecturer), Walker Center for Global Entrepreneurship, Thunderbird School of Global Management, Spring 2011

Community Leadership

Phoenix Public Library Foundation: Board of Directors, 2008-Present

Barrow Neurological Foundation: Board of Trustees, 2008-Present

Make-A-Wish Foundation: Board of Directors, 2010-Present

Southwest Autism Research & Resource Center: Volunteer

Education

Columbia University Law School, J.D., 1970

Tufts University, B.A., cum laude, 1967

Birthplace

Ft. Lauderdale, Florida