“The ends exemplify the means.”
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

Abbygale White
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Abimael Vega
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Adam Krim
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Amy Berliner
Cannabis Market Advisor, Exemplar Business/Consulting

Andrew J Szabo, CFA
Managing Director, Exemplar Capital, LLC

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

Duane Dahl
Entrepreneur in Residence, Exemplar Consulting Group, LLC

Federico Merendi
Investment Banking Associate, Exemplar Capital, LLC

Frank Marino
Director of Cannabis Practice, Exemplar Consulting, LLC

Fred B. Wilcon, Esq.
Corporate & M&A, Exemplar Law, LLC

Jack Bloom
Strategic Advisor, Exemplar Consulting Group

James Michael Lang
Marketing & Media Advisor Exemplar Consulting, LLC

Jeff Hirka
Director of Marketing, Exemplar Companies, Pbc.

Jeffery C. Foy, Esq.
Special Counsel – Entertainment, Media, Publishing, Health & Wellness, Exemplar Law, LLC

Jeffrey Abramczyk
Managing Director, Chief Compliance Officer, & Senior Advisor

Jessica Neihardt
Account Executive

Jillian Sommerfeld
Brand Strategist

John Huber
Business Development Exemplar Consulting LLC

Katherine Brand
Managing Director, Exemplar Companies, Pbc.

Keith Montgomery, PMP, SPC
Entrepreneur in Residence, Exemplar Companies, Pbc.

Larry A. Mallinger, Esq.
Securities, Banking & Regulatory Law, Exemplar Law, LLC

Louis Amatucci, Esq.
Managing Director, Exemplar Law, LLC

Luke Sheldon, Esq.
Specialty Counsel – Labor & Employment, Exemplar Law, P.C.

Mark Chasan, Esq.
Vice President, Exemplar Business

Mehow Pospieszalski
Director of Blockchain Technologies, Exemplar Consulting, LLC

Michael Roberts
Managing Director, Exemplar Tax & Accounting

Michelle Trumble
Business Development Support

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

Payton Backonen
Marketing Support, Exemplar Consulting Group, LLC.

Reine Rooney, Esq.
Special Counsel-Trademark and Patent Law, Exemplar Law, LLC

Richard Feldman
FINOP, Exemplar Capital, LLC

Richard Mitchell
Specialty Counsel, Corporate, Transactions, International at Exemplar Law, LLC

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

Robert Alden Dobbins
New Media Producer, Exemplar Business

Scott Jaffe, Esq.
Special Counsel – Securitization & Corporate, Exemplar Law, LLC

Stefan J. Kasian
N.M.D., Ph.D., Health Tech Strategist/Naturopathic Doctor

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

Stephen White
Managing Director of Insurance Services, Exemplar Business

Steven Forbes
Managing Director, Exemplar Law

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

Substance Lagarde
Director of Community and Culture, Exemplar Companies, Pbc.

Susan Walker
Paralegal, Exemplar Law, LLC

William Dodge
Fractional COO/CFO, Janitor Exemplar Consulting, LLC
