Investment Management

Experience Highlights

Mutual fund family representation
Providing counsel to the registered investment adviser of a multi-billion dollar real estate investment company and its index mutual fund family. more
Investment management advice for United Capital Financial Partners, Inc.
Advised United Capital Financial Partners, Inc., a financial services industry consolidator, on various acquisition and investment management matters. more
Mutual fund and investment management disputes for large financial institution
Represented multi-billion dollar mutual fund family for a Fortune 500 financial institution in action alleging inappropriate investments in more
Representation of investment adviser and mutual fund family
Ongoing representation of multi-billion dollar investment manager with specialized focus on 401(k) products; and ongoing representation of related more

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