I have a B.A. summa cum laude from Amherst College (1973), where I majored in mathematics and economics. I am a cum laude graduate of Harvard Law School (1976).
I have worked in government, in a law firm, and in business. For fifteen years I was in-house counsel at Massachusetts General Hospital and McLean Hospital (now part of Partners HealthCare System).
I also studied personal financial planning in Bentley College's graduate program and am certified by Bentley as a Master Personal Financial Planner (1999).
I am compensated only by client fees. I do not sell investment products to my clients and I do not receive commissions from third parties. My goal is to provide clients with unbiased high-quality impartial advice at reasonable prices.
I provide investment management and financial planning services to a select group of clients.
For 30 years I have had an AV Preeminent® rating from Martindale-Hubbell, the worldwide attorneys' directory, indicating peer ratings at the highest level of professional excellence and adherence to professional standards of conduct and ethics, reliability, and diligence.
From 1999 through 2015 I worked independently, delivering high quality legal and financial services at reasonable prices. In 2016 I joined Ted Wolfstich of Wolfstich Capital, LLC. While we each continue to handle our own clients individually, we are also working to implement a team approach to investment management in order to provide better service to our clients.