Spent eight years managing the Baltimore office and over 20 years managing a consulting practice focused on providing strategic advisory services to clients in support of their vision for growth and enhanced enterprise value

Has extensive knowledge of the public-private partnership, specifically leveraging government programs to accomplish the project finance goals of his client base. Such programs include the federal and state New Markets Tax Credit Programs, the federal and state historic tax credit programs, renewable energy tax credits for investment and production, and the Low-Income Housing Tax Credit 

Subject matter expert and firm leader on opportunity zones, an economic development provision passed as part of the Tax Cut and Jobs Act, providing technical, transaction advisory, and entity formation services related to this provision

Co-authored “The Guide to Making Opportunity Zones Work” in 2020

Speaks at conferences and seminars nationwide on a variety of topics

Advised local economic development organizations on strategies to revitalize their geographic footprint 

Spent several years in the corporate finance department of a public company raising capital for corporate and project finance and completing acquisitions and divestitures of company assets

Performed credit analysis for a factor in extending credit nationwide across a variety of industries