Commitment to Clients and Community

The aspect of my practice that I most enjoy is assisting clients bring their projects to fruition and seeing the impact that has in their communities. Its immensely rewarding to watch a project be constructed, then open its doors and breathe opportunity and hope into its neighborhood. The diversity of the projects and complexity of the work keeps things interesting, and the collaborative nature of the industry means I can advocate fully for my client’s goals while simultaneously optimizing the financial benefit for the project.

Career Overview

Current Focus: My work focuses on tax credit financing, in particular assisting clients who utilize the New Markets Tax Credit (NMTC). I represent investors, community development entities (CDEs), QALICB borrowers, and lenders in connection with projects and businesses financed, in part, with these tax credits. I also have significant experience representing investors who utilize the low-income housing tax credit.

Highlights: My work has spanned projects located across the country, but a highlight of my career has been working on projects based in my local community. I’ve assisted in the development of a new youth programming facility, the renovation of a homeless shelter providing wraparound services, the expansion of a residential long-term healthcare facility, the commercial revitalization of a pedestrian-only area of the downtown district, and a baseball stadium.

I’m particularly proud to have worked on a large NMTC project that involved a complex array of financing, including multiple CDE lenders, federal and state historic tax credits, syndicated senior financing, mezzanine financing, bridge financing, grant funding, and local development trust funds, all coalescing to support the revitalization of an abandoned factory into a downtown commercial hub.

Helping finance projects that turn NMTCs into an opportunity for the community to have better access to healthcare, education, quality food, and cultural enrichment is a privilege.

Professional Affiliations

• Member, Boston Bar Association
• Member, New Markets Tax Credit Coalition
• Member, Boston Renaissance Charter Public School
• Advisory Council, Capuano Early Childhood Center

Publications

• The New Markets Tax Credit Program: An Underutilized Opportunity for Indian Country, Holland & Knight Alert, May 13, 2022