Select Page

Admitted to bar – 1970, Pennsylvania, and 1974, Connecticut; Princeton University, A.B., 1966; University of Michigan Law School, J.D., 1969; Dechert Price & Rhoads (Dechert – Philadelphia, PA), Associate, 1969-1973; Bergman, Horowitz & Reynolds (Withers Bergman – 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.