Admitted to bar in 1970, Pennsylvania, and 1974, Connecticut; Princeton University, A.B., 1966; University of Michigan Law School, J.D., 1969; Dechert, Price & Rhoads (Philadelphia, PA), associate, 1969-1973; Bergman, Horowitz & Reynolds (New Haven, CT), associate, 1973-1978, partner, 1978-1986 (managing partner, 1982-1986); First Spring Corporation (New York-based Bronfman family investment office), president, 1986-1995; BLS Strategic Capital, Inc. (Connecticut-based company providing wealth management and investment advisory services), president and principal, 1995-2018; BLS Strategic Capital LLC (a Florida-based successor company providing wealth management and investment advisory services), president and principal, 2019-present; Balance Point Capital Partners (a private equity company providing equity capital and mezzanine debt to middle-market companies), founding partner, 2011-present; Chemwerth, Inc., director, 1999-present; United Aluminum Corporation, director, 2002-present; Calicraft LLC, director, 2014-present; Alzeca Biosciences, Inc., director, 2021-present.