Meet The Team
We’re Fun, Social & Business Savvy.
WHAT I LOVE ABOUT EXEMPLAR |
What I love about being at Exemplar is the possibility to convene with professionals across disciplines with a unified vision to live our purpose serving our nationwide community of game-changers and revolutionaries. Having the economic power to care and serve holistically is a game-changer and allows me to put my unique set of skills to work in every situation – creating better outcomes for those we serve.
AT EXEMPLAR | Work Smart, Have Fun – See Us At Play |
- Advising several blockchain & ICO clients on tokenization of real equity, capital-raise strategy, and negotiating with domestic and international institutional investors and syndicates.
- Negotiated 7-figure investment for a Alzheimer’s prevention medical products company with an international investor, including an international tax structure, complex investor rights, and full offer package with the executive management team.
- Currently negotiating $9Mil in structured investments into revolutionary health-tech venture with complex IP licensing structure and negotiating related licensing opportunities.
- Working with SEC/FINRA on design of Securities-Compliant Token/Coin on Blockchain for tokenized equity.
- Advising portfolio companies of investment firm partners on matters ranging from general counsel to M&A, identifying strategic partners, key staff and advisors, and providing strategy advice.
CREDENTIALS
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M.S. Finance & Economics, Sawyer School of Management, Suffolk University |
J.D. Suffolk University Law School, Suffolk University |
B.S. Business Administration, Northeastern University |
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FINRA Series 24, 7, 79, 63 | Member: New York State Bar Association | Member: Massachusetts Bar Association |
LEADERSHIP
- Practicing Fellow, VeraSage Economics Institute
- Board Member, Center for Integral Wisdom
- Board Member, The Foundation for Conscious Evolution
- Founder, Revolve Nation (Boston Entrepreneurs Group (4,300 Members)
MORE TEAM MEMBERS

Christopher Marston, Esq.
Chief Executive Officer Exemplar Companies, Pbc.

Steven R. Monticone
Chief Operating Officer, Exemplar Companies, PBC

Joelle Paul-Cook, Ph.D.
Chief Human Capital Officer, Exemplar Companies, PBC

Katherine Brand
Managing Director, Exemplar Consulting, LLC

Louis Amatucci, Esq.
Managing Director, Head of Securities Practice, Exemplar Law, LLC

Jeffrey Abramczyk
Managing Director, Regulatory Compliance Practice, Exemplar Consulting, LLC

Mary Arnold
Head of Business Development, Exemplar Consulting, LLC

Eric Geppert
Managing Director, Corporate & M&A, Exemplar Law, LLC

Ryan Allison
Managing Director, Head of Flexpertise, Exemplar Consulting, LLC

Andrew J Szabo, CFA
Managing Director – Tax Product, Exemplar Capital, LLC

Bob Hertz
Managing Director of Health Tech Commercialization, Exemplar Wellcare, LLC

Victor Garcia
Managing Director, Exemplar Capital, LLC

Greg McDonnell
Senior Associate, Exemplar Consulting, LLC

Fred B. Wilcon, Esq.
Managing Director – Corporate Department, Exemplar Law, LLC

Jessica Neihardt
Operations Manager, Exemplar Companies, PBC.

Jeffery C. Foy, Esq.
Entertainment Law, Exemplar Law LLC

Michelle Trumble
Executive Assistant, Exemplar Companies, PBC.

Richard Feldman
FINOP, Exemplar Capital, LLC

Paul Haberman, Esq.
Special Counsel – Litigation, Exemplar Law, LLC

Chris Ashoff
Managing Director, Exemplar Consulting, LLC

Roman Vayner
Trademark Counsel, Exemplar Law, LLC

Clifton Smith
B2B Strategic Partnership and CPA Exemplar Consulting, LLC

Troy Vanderburg
Digital Innovation & Capital Markets Consultant Exemplar Consulting, LLC

Kiley Doll
Business Growth Consultant, Exemplar Consulting, LLC

Brian Tucker
Marketing and Business Strategist, Exemplar Consulting, LLC

William Dodge
Fractional COO/CFO, Exemplar Consulting, LLC

David Loughran
Senior B2B Strategic Partnership Consultant Exemplar Consulting, LLC

Bill Hoop
Managing Director, Exemplar Capital, LLC

Susan Walker
Paralegal, Exemplar Law, LLC

Stephan Jan Meyers, Esq.
Specialty Counsel – Securities Compliance, Exemplar Law, LLC

Richard Strauss, Esq.
Vice President, Exemplar Law, LLC

Jordan Barben
Consulting CFO, Exemplar Consulting, LLC