-Mutual Fund Directors Forum, member of the Advisory Board
-Association of the Bar of the City of New York, member of the Committee on Investment Management Regulation (2004-07, 2009-present)
-American Bar Association, Section of Business Law (Committee on Federal Regulation of Securities, member of Subcommittee on Investment Companies and Investment Advisers)
-Certified Public Accountant
-Appointed Member, RIC/REIT/REMIC Subcommittee, AICPA Tax Division (1983-85)