Overview
Investment Management Experience
J.D. has significant experience with key regulations such as the Investment Company Act and Investment Advisers Act. Her work involves preparing SEC filings, coordinating regulatory compliance, handling SEC inquiries and developing compliance systems. She also drafts and negotiates investment management agreements, supports mutual fund boards, and tracks regulatory changes to ensure ongoing compliance. J.D. is adept at understanding client’s business objectives, clearly communicating legal requirements, and responding quickly, collaboratively and strategically to challenges.
Prior Experience
Following law school, J.D. was a legal fellow at T. Rowe Price, where she gained inside counsel experience, identifying business needs and providing clients with tailored strategies.
Personal Interests
In her free time, J.D. enjoys Pilates, dancing, reading and traveling.
Related Legal Services
Related Industries
Credentials
Bar Admissions
Maryland
District of Columbia
Education
University of Maryland School of Law
J.D. (2020)
University of Miami
B.A. in Business Administration (2012)
Leadership & Community
Pro Bono
- Assists the Legal Counsel for the Elderly in drafting estate planning documents for clients.
- Works with the Louis D. Brandeis Center for Human Rights (LDB) and the Anti-Defamation League (ADL) to assist clients in reporting antisemitic incidents occurring in K-12 schools.
- Assists the Lawyers’ Committee for Civil Rights Under Law in updating their Voter Hotline State Materials for the upcoming election cycle.
- Assists the Innocence Project in screening and assessing client applications for assistance.
- Led the Making Justice Real Campaign, raising over $46,000 for Legal Aid DC.
Honors
- Dechert LLP — Pro Bono Award, 2023
- District of Columbia Bar Association — Capital Pro Bono High Honor Roll, 2023
No aspect of these recognitions has been approved by the highest court of any state.