Our Team

Cary Kvitka (Co-Founder and Partner) is a trusted lawyer to small and large investment advisers alike. He has provided counsel to startup advisers and advisers that manage in excess of $10 billion. He specializes in assisting advisers with their registration, examination, and compliance obligations under the Advisers Act. He prides himself on being responsive, detailed, and pragmatic. In his spare time, Cary enjoys Orangetheory Fitness, skiing the deepest powder he can find, and spending time with his wife, two daughters, dogs and cats.

Max Schatzow (Co-Founder and Partner) is a business-minded regulatory lawyer that always tries to put himself in the client’s position. He assists clients in all aspects of forming, registering, owning, and operating an investment adviser. He prides himself in preparing clients and their compliance programs to avert regulatory issues, but also assists clients through examinations and enforcement issues. In addition, Max assists advisers with the formation of private investment funds and their ongoing operation. In his little spare time, Max enjoys the Peloton (both stationary and road), golf, craft beers, and spending time with his wife and two children.

Ryan Walter (Co-Founder and Partner) is a regulatory attorney with an array of experience assisting registered investment advisers with all aspects of their business. Ryan routinely advises on registration, contractual matters, conflict disclosures, and retirement plan and ERISA issues. In his spare time, Ryan enjoys watching the Philadelphia Phillies and Eagles, traveling, and spending time with his wife.

Jessica Carpenter (Associate) is an attorney and a former compliance professional with a large and growing investment adviser. She has years of experience working with investment advisers on compliance and operational issues and looks forward to helping investment advisers with regulatory and legal issues.