Our Team

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Attorneys
Paralegals
Professional Staff
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Partner
Phone(240) 338-2220

A nationally known Investment Company Act lawyer, Steve’s breadth of experience covers all aspects of the mutual fund industry, including fund counsel, independent board counsel, compliance, and fund mergers.

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Partner
Phone(513) 708-6391

Tina concentrates on mutual fund startups and reorganizations. She has more than two decades of experience working with mutual fund boards, advisers, administrators, and transfer agents in the investment management industry.

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Chief Financial Officer
Phone(913) 945-4950

Courtney’s focus is on managing our back office to exceed the expectations of our clients, attorneys, and professional staff.

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Counsel
Phone(303) 570-5352

JoEllen’s background is in corporate securities and investment-related activities involving legal, regulatory, compliance, corporate governance, and other matters related to the U.S. registered open-end and closed-end investment companies.

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Director of Finance
Phone(913) 945-4950

A CPA, Brittany manages all of our billing and receivables and is our go-to person for anything relating to accounting and your business.

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Managing Partner
Phone(913) 660-0778

John’s forte is helping to guide his clients in the creation of cost-effective business solutions. He represents investment advisers, mutual funds, and private funds.

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Executive Assistant to the Managing Partner
Phone(864) 641-1152

Sheri is a master at producing quarterly board books, overseeing Edgar and IARD filings, and other administrative duties in support of our team.

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Partner & Chief Operating Officer
Phone(484) 477-2729

A trusted advisor, Bob has a knack for explaining complex subjects in a way that allows clients to make wise decisions. He specializes in investment management, business transactions, real estate, and corporate taxation.

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Partner
Phone+54 9 114439 6120

With vast experience in real estate and renewable energy, Jorge’s expertise is in mergers and acquisitions, international business, and representing foreign investors with respect to projects in Argentina.

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Partner
Phone(509) 279-8202

Bo’s passion for product and business development has carried over into his practice, where he focuses primarily on registered investment companies, other investment products, and registered investment advisers.

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Partner
Phone(513) 304-5605

Wade draws on his experience with regulatory, compliance, and corporate governance to assist clients with corporate securities investment management, mergers and acquisitions, and broker-dealer regulation.

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Partner
Phone(513) 520-5925

Jay has 20 years of experience in advising clients on fund formation, preparation of securities filings, compliance matters, and interpretation of securities laws.

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Director of Operations
Phone(804) 897-0126

Devoted to making sure we all have what we need, when we need it, Tracey supports our team operationally and helps to transition each lawyer to Practus. All roads at Practus lead to Tracey!

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Chief Technology Officer
Phone(913) 543-3563

Shawn’s passion for smart technology solutions, like our pioneering cloud-based document management system, help keep our attorneys and staff efficient and agile.

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Paralegal
Phone(252) 883-8219

As a paralegal, Debbie regularly assists the firm with the preparation and maintenance of registration statements, board resolutions, and other key legal documents.

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