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Negotiating Commercial Leases 2017


Speaker(s): Alan M. Di Sciullo, Alfred Erdmann, Elizabeth J. Shampnoi, Gerald R. Uram, James A. Fenniman, John Busey Wood, Linda R. Herman, Marc E. Betesh, Meg Errickson, Meyer Last, Michael A. Marra, Michael E Meyer, Nancy Ann Connery, Nancy N. Kennerly, Nicola M. Heryet, Robert J. Bergson, Ruth A. Schoenmeyer
Recorded on: Mar. 2, 2017
PLI Program #: 185865

Alan Di Sciullo, Esq. is the retired Director of Global Real Estate for Shearman & Sterling LLP.  In that capacity, he directed the firm’s worldwide real estate portfolio.  He has been a Senior Vice President with a major global banking organization working on its corporate real estate merger and acquisitions activities and was of counsel with a New Jersey law firm.  Mr. Di Sciullo served the largest portion of his career with Morgan Stanley as First Vice President and Senior Counsel responsible for real estate transactions and related litigation, such as the largest leases at the original World Trade Center totaling over 1.2 million sf, claims and relocations following the 1993 and 9/11 attacks on the Towers, development of the 600,000 sf Discover Card Headquarters in Riverwoods, Il., and over 200,000 sf for Dean Witter Trust’s headquarters in Harborside Plaza, Jersey City, NJ.

Mr. Di Sciullo has been active in civic and professional activities. He was a member of President Reagan’s Private Sector Survey on Cost Control (the Grace Committee) and was elected a fellow of the American College of Real Estates Lawyers (ACREL) in 2003. He has served as an Executive, Council and Planning member of the American Bar Association’s Real Property Trust & Estate (RPTE) and has been a long-serving chair of the Office Leasing Committee and various other lease-related committees. He also served as President of the New York chapter of the International Association of Corporate Real Estate Executives (NACORE), director on that organization’s international board of directors, and president-elect of its educational affiliate, the Institute of Corporate Real Estate, and an advisory member on the New York chapter of its successor organization, CoreNet Global. He received numerous leadership and planning awards as the chair of the West Windsor Planning Board between 1993 and 1997.  He was a director on the New Jersey Planning Officials board from 1996 to 2014, and he is currently an advisory directory for the Georgetown University Wall Street Alliance.

Mr. Di Sciullo is a co-author of a 2500-page treatise Negotiating and Drafting Office Leases (Law Journal Seminars-Press 1995), now in its 25th year of publication.  He is an adjunct Professor at NYU Schack, where he was honored in 2017 for 25 years of service to the University and has received Outstanding Teaching and Services awards. He has also received several Outstanding Faculty awards from CoreNet Global’s MCR program.

Mr. Di Sciullo graduated cum laude in Government and Economics from Georgetown University. He holds J.D. from the Georgetown University Law Center and an M.B.A. in finance from New York University.  He is listed as a Super Lawyer (2008) and in Who’s Who in America and the World and in companion publications for American Lawyers, Finance and Emerging Leaders.He has been a frequent author and speaker on commercial real estate issues.


Elizabeth J. Shampnoi is an attorney, consulting expert, independent mediator, arbitrator and trainer based in New York City with 20 years of experience in the field of alternative dispute resolution.

Ms. Shampnoi’s focus on alternative dispute resolution began early in her career when she served as the District Vice President of the New York region of the American Arbitration Association.  In that role, Ms. Shampnoi was responsible for overseeing case management; mediator and arbitrator recruitment, training and development; and working with in-counsel counsel and law firms to develop and implement dispute avoidance and dispute resolution programs, including internal employment dispute resolution plans. 

Following her tenure at the American Arbitration Association, Ms. Shampnoi joined a litigation boutique where she represented a diverse range of organizations and individuals before state and federal courts, administrative agencies, and arbitration forums.  Ms. Shampnoi also served as settlement counsel. Her practice involved commercial litigation, securities, employment, contract, wage/hour, not-for-profit, intellectual property and real estate disputes on behalf of plaintiffs, and defendants.  She also drafted and reviewed settlement, confidentiality, non-compete, non-disclosure, licensing, work-for-hire, buy/sell, employment, and domestic and international dispute resolution agreements.  Ms. Shampnoi has also served as in-house counsel providing legal advice surrounding employment disputes and commercial matters with an emphasis on early, internal dispute resolution and cost-effective and strategic dispute management. 

In her consulting practice, Ms. Shampnoi serves as an arbitration and mediation consulting expert working with advocates to help guide them through the dispute resolution process using strategies for successes. Her practice is focused on advising clients in the selection of experts and consultants in litigation, investigation, regulatory and valuation matters. This includes working with clients to identify emerging issues and trends, develop innovative strategic business initiatives and prepare tactical responses to market developments. Serving as a mediator, arbitrator and consulting expert and providing legal advice in a variety of areas including commercial and employment matters. This enhances her value as a neutral, keeping her up-to-date on legal developments, litigation trends and current practices, dispute prevention, negotiation mediation, and arbitration. 

In her dispute resolution practice, she has successfully mediated over 200 commercial and employment disputes involving all areas of discrimination, sexual harassment, wage and hour, contract, real estate and partnership matters. She has also served as a sole arbitrator and as part of a tribunal in similar matters.  Mr. Shampnoi’s success as a neutral is rooted in the breadth of her experience, ability to build rapport and temperament.  Her balanced perspective, broad experience and insight gained from serving as a business executive, advocate, in-house counsel in a wide variety of settings has been the catalyst for her success. 

Ms. Shampnoi regularly conducts CLE programs, trainings and presentations each year for advocates, arbitrators, mediators, businesses and human resource departments concerning best practices in dispute avoidance and resolution.

 


Gerald R. Uram is a partner in Davis & Gilbert’s Real Estate Practice Group. He was also chair of the Real Estate Practice Group for 38 years, after formally establishing the group in 1974. Under his leadership, the practice received prominent recognition by publications that cover the legal industry, including Chambers USA: America’s Leading Lawyers for Business and Best Law Firms.

Mr. Uram has handled headquarters leases for a number of major companies, including MasterCard International, Deutsche Bank, Commerzbank, Saatchi & Saatchi, MONY, The Segal Company, Meredith Corporation, the Associated Press, Lehman Brothers, Boston Consulting Group, Raymond James Financial, Inc. and the National Football League, among others. Mr. Uram also represents a number of New York City landlords, including 140 Broadway, TF Cornerstone Inc., Oxford Properties Group, Westbrook Partners, Savanna Fund, American Realty Advisors and Kato International.

Mr. Uram has been recognized as a leading real estate lawyer for twelve consecutive years by Chambers USA: America’s Leading Lawyers for Business (2009-2020). Mr. Uram was also recognized by The Legal 500 United States in the area of real estate (2013-2016). In addition, Mr. Uram has been recognized by The Best Lawyers in America in real estate law for 11 consecutive years (2011-2021) and was selected as a Super Lawyer by New York Metro Super Lawyers from 2006-2020 (Top 100 in 2008-2013, and 2015).

He has also acted as an expert witness in several cases, including on behalf of Avon in its litigation with its former landlord, and Bates Advertising in its litigation with its landlord regarding free rent penalties for late delivery. Both Avon and Bates Advertising were successful in the actions. Mr. Uram has lectured on commercial leasing practice before the Real Estate Board of New York and at New York Law School.

PROFESSIONAL MEMBERSHIPS/AFFILIATIONS

  • American Bar Association
  • New York State Bar Association
  • New York City Bar Association
  • St. Francis Friends of the Poor, Board of Trustees

BAR ADMISSIONS

  • New York

EDUCATION

  • Yale University, LL.B., 1967
  • Dartmouth College, B.A., 1963


John Busey Wood is a member of the commercial real estate group in the New York City office of the national law firm Akerman LLP and advises public and private companies on national real estate transactions, development of mixed use and retail projects, retail centers and portfolio property master and ground leasing. For over 40 years Mr. Wood has represented owners and tenants in the design and negotiation of commercial leases covering in excess of 100 million square feet of retail, industrial, office and mixed use projects. These experiences, coupled with a unique blend of professional disciplines, resulted in his being featured on the Wall Street Journal Report and in articles on the impact of commercial leases on commerce and being referred to by The Wall Street Journal and The New York Times as “the father of the modern killer lease.” His has extensive national experience in developable land, property acquisitions, and large scale retail and office developments.  He is a noted authority on ground leases and sale/leasebacks and helped lead a national team on a purchase, sale and master lease transaction involving 327 super market properties. Among noteworthy projects, Mr. Wood directed the legal team in a national portfolio acquisition with a value in excess of $2 billion and he participated in the development, leasing and financing of over 4 million square feet of regional shopping malls and retail centers nationwide. He negotiated what is considered the largest ground/space lease transaction of its kind in the history of New York City, containing more than 1.6 million square feet and including “fast-track” reconstruction, construction financing, permanent financing and options for fee acquisition. Mr. Wood is a licensed Class “A” commercial real estate broker, a Certified Public Accountant and holds B.B.A. (Accounting and Economics), M.B.A. (Accounting and Finance) and J.D. degrees. Mr. Wood frequently lectures on commercial leasing, transaction structuring and master leasing at Columbia University-ISDE Graduate Law and Economics Program and at the New York University Graduate School and Schack Real Estate Institute. He also lectures at PLI, where he is the New York and national Chairman of the Milton Friedman Leasing Lectures, and at the executive and annual meetings of the ABA and AICPA.   Mr. Wood has frequently served as a “party selected” and Federal arbitrator and is an American Arbitration Association - National Neutral - Commercial Panelist.  Mr. Wood is the senior author of the national treatise Negotiating and Drafting Office Leases, published by Law Journal Seminars-Press and supplemented 2 times per year ©1994. He is the author of the textbook, Navigating The Dangerous Shoals of a Commercial Lease, published by New York University Graduate School, ©1992-2012 and hosts the commercial leasing educational websites officeleasingusa.com and leasingnyc.com which are utilized to supplement his lectures. Mr. Wood is listed in Who's Who In Law and Registry of Global Business Leaders, National Lawyers of Distinction and NY Super Lawyers 2004-2020.  Mr. Wood is AV Preeminent® peer rated by Martindale-Hubbell and was peer-nominated and elected an American Bar Foundation Fellow.


Linda Herman has acted as a trusted counselor in both office and retail leasing transactions, in representation of both landlords and tenants. Linda prides herself on understanding her clients’ needs in their varied leasing transactions, whether such clients are large experienced developers, major corporate tenants or tenants entering into lease transactions for the first time.

During her career, Linda has led teams in undertaking major leasing projects, including representation of the MTA in the initial lease-up of the retail space at Grand Central Terminal and their ongoing leasing program. This included her tireless representation of the MTA in concluding a complex lease transaction with a major technology company to lease mezzanine space at Grand Central Terminal.* More recently, Linda and her team represented the owner of a Madison Avenue office/retail building in the lease-up of the entire building upon the expiration of an underlying ground lease. Linda also works closely with companies in their corporate facility leasing programs, including seeking to ensure that their leases do not interfere with the companies’ flexibility in undertaking corporate transactions. She also has advised companies in connection with their initial forays into the world of New York City retail leasing and its attendant complexities.

Linda’s skill is the result of her broad experience in all areas of real estate practice for more than 30 years and her representation of varied clients. She is trusted by her clients to efficiently and expeditiously negotiate and complete lease transactions. Linda is well-recognized in the leasing community and has been a member of the International Council of Shopping Centers for many years. She has also participated in the conducting of educational leasing programs offered by the American Bar Association.

*Representation of the MTA was prior to Linda joining Haynes and Boone, LLP.


Marc Betesh is the founder and CEO of both KBA Lease Services and Visual Lease, LLC.  KBA was the pioneer of commercial lease auditing in 1985 and remains the signature firm in the industry.  It has represented thousands of companies in almost every leasing market in the US, helping them to eliminate overcharges in their commercial leases.  Visual Lease is a lease accounting and administration software system that helps companies manage, analyze and report on their real estate and equipment lease portfolios.  It incorporates numerous lessons learned through KBA’s work and is one of the top systems in its field.  Visual Lease is used by more than 700 of the world’s largest publicly traded and privately owned companies.  The Visual Lease company has been included in the Inc. 5000 list of Fastest-Growing Private Companies in the U.S., Deloitte’s Technology Fast 500, NJBIZ’s Best Places to Work 2020 and CFO Tech Outlook: Top Accounting Solution 2020.  Together KBA and Visual Lease employs more than 150 people. 

Marc received his BA from Temple University and his JD from Georgetown University.  Marc practiced law in New York City where he negotiated commercial leases.  As an attorney, Marc became widely recognized as a leading expert on commercial lease negotiation, lease interpretation and expense reimbursement clauses.  In 2016, he helped shape FASB’s new lease accounting standards. 

Marc is regarded as “top-rated faculty” at CoreNet Global Learning and often lectures on lease topics at New York University’s Real Estate Institute, American Bar Association, Association of the Bar of the City of New York, Practicing Law Institute, ICSC, Lorman Education Services and the Institute of Internal Auditors. He is also an active member of the New York and New Jersey Bars.  He was a 2018 and 2019 Finalist for EY Entrepreneur of the Year New Jersey Awards.  


Meyer Last is a real estate partner in Fried Frank's New York office. He joined the Firm in 1987 and was named partner in 1991.

Mr. Last has served as lead partner for some of the biggest real estate transactions in New York City involving prominent owners and developers such as Brookfield, RXR Realty, and Tishman Speyer; financial giants such as Citigroup, Bank of America, and UBS; and leading technology companies such as Google and Facebook. His deep understanding of the real estate market qualifies him to advise his clients on all aspects of commercial real estate transactions, with a particular emphasis on large commercial leasing for both landlords and tenants. He has represented one of the parties in the largest leases concluded in New York City for three of the last five years.

Mr. Last's work also includes advising purchasers and sellers on acquisitions and dispositions, facilitating ground-up developments and commercial condominiums, and arranging financings and restructurings. His long-standing clients include real estate developers, managers and owners, institutional investors, financial institutions, and public and private companies, some of whom have relied on Mr. Last's advice for more than 25 years and continue to involve him in all of their high-stakes real estate deals.

Mr. Last's work in the industry has earned him recognition by Legal 500 as one of New York City's leading real estate attorneys. He was recognized as a 2017 Client Services All-Star by BTI Consulting Group, a recognition identified solely and exclusively by corporate counsel.


Michael A. Marra, is Vice President for the Construction Division and has served with the American Arbitration Association (AAA) for more than nineteen years. Mr. Marra was appointed District Vice President of the AAA Philadelphia Office in September 2001.  He is currently responsible for expanding the use of AAA construction ADR services in the Mid-Atlantic and New England States.  In that role, he also interacts with the AAA’s clients who file construction and real estate cases and the neutrals who serve as arbitrators and mediators.   Mr. Marra also has national responsibility for developing the AAA’s construction caseload and works closely with construction industry associations through the AAA’s National Construction Dispute Resolution Committee (NCDRC).  In this capacity, Mr. Marra assists the corporate, legal and public sector communities in educating them on the various construction industry dispute avoidance and resolution techniques and in designing dispute resolution systems to meet their specific needs.  Mr. Marra is a frequent presenter on the subject of Alternative Dispute Resolution.

Prior to his appointment as District Vice President, Mr. Marra spent fourteen years in the construction and insurance industries in both operations and sales.  Mr. Marra is a graduate of Temple University’s Fox School of Business and Management.


Michael E. Meyer has developed a national reputation as one of the preeminent leasing attorneys in the United States.

He regularly represents many of this country’s leading financial institutions, accounting firms and law firms in connection with major lease transactions throughout the United States.

Representative of the major leases he has done for tenants recently include City National Bank headquarters lease (525,000 sq.ft. in Los Angeles, CA), Sempra headquarters lease (300,000 sq.ft. in San Diego, CA), Nestle USA headquarters lease (205,833 sq.ft. in Arlington, VA), ICM Partners headquarters lease (111,591 in Los Angeles), and Northern Trust’s headquarters lease (450,000 sq.ft. in Chicago, IL). Recently he won a $5.6 million dollar Fair Market Rental Rate arbitration award for Capitol Records.

Mike is considered one of the country’s leading authorities on renewal rights, the establishment of fair market rental rates pursuant to arbitrations, the assignment and subleasing provision, and the inter-relationships between the tenant improvement agreement and the rent commencement date. He served for ten years as a member of the board of directors and executive committee of the Building Owners and Managers Association (BOMA) in Los Angeles. He has served as judge pro tem in the Los Angeles Municipal Courts and served as an arbitrator for the American Arbitration

Association. He developed the definition of fair market rental rate which, in one form or another, is used in numerous major lease transactions, and has been intimately involved in many arbitrations/mediations involving fair market rental rates.

In a vote by his peers, which was published by Los Angeles magazine, he was ranked in the Top 100 of all the Super Lawyers in Southern California for the past five years. In 2011, Mike was named Real Estate Lawyer of the Year by the Los Angeles County Bar Association. Mike has been named CoreNet Global’s Real Estate Professional of the Year; the Los Angeles Business Journal named him one of the 25 Most Powerful Attorneys in Los Angeles; he was named one of the 100 Most Influential Lawyers in California by the Los Angeles Daily Journal and the San Francisco Daily Journal.

The respected English legal directory, Chambers USA: America’s Leading Lawyers for Business, has repeatedly ranked Mike in California’s top tier (Band 1) for real estate law. In 2017, he was elected President of the Los Angeles County Bar Association.

He has served on the board of directors of the Jackie Robinson Foundation, Los Angeles Police Foundation, and LA Sports & Entertainment Commission.


Mr. Erdmann is a partner in the New York office of WithumSmith+Brown, PC.  He has 25 years of professional accounting experience. He is a licensed certified public accountant in New York, New Jersey, and California and assists clients on both coasts. Specializing in accounting and auditing services for individuals and privately-held entities, he has specific expertise in the real estate and professional service industries. He is the Audit Services Practice Leader in the firm’s Real Estate Services Group. He is dedicated to educating businesses and individuals on the ever-evolving landscape within the accounting industry.

Mr. Erdmann received his Bachelor of Arts degree in accounting & information systems and economics as well as a master’s degree in accounting from Queens College of the City University of New York. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State and New Jersey Society of Certified Public Accountants (NYSSCPA and NJCPA). Al is a frequent speaker at various industry seminars and a former adjunct lecturer of accounting at Queens College.


Ms. Connery is a member of the American College of Real Estate Lawyers, and has been designated a “Super Lawyer”©.  She’s the former chair of the Committee on Real Property Law and of the Committee on Cooperative and Condominium Law at the New York City Bar Association, is a member of the Executive Committee of the New York State Real Property Law Section, and a former chair of the ABA Leasing Group’s Assignment and Subletting Committee.  She’s also a chapter author for “Negotiating and Drafting Commercial Leases” and for Commercial Real Estate Transactions Handbook.


Nancy Kennerly is a transactional real estate attorney and the co-managing partner of Kennerly, Lamishaw & Rossi LLP.  Her practice focuses on commercial and retail acquisitions, dispositions, development and leasing of a wide variety of real estate projects, including regional malls and power centers, healthcare and medical office space, studio and production facilities and high-rise office buildings.  Her client base includes national and regional developers, educational and health care/medical institutions, multi-media entertainment companies, financial institutions, asset managers and pension plan advisors, private real estate owners and investors, manufacturers and national retailers.

Ms. Kennerly was formerly a partner with Paul Hastings LLP and for 14 years, the Vice Chair of that firm’s Real Estate Department.  She is listed in the Who’s Who of American Real Estate Lawyers and in The Best Lawyers in America (2003 to present) and has been recognized by Los Angeles Magazine as a “Super Lawyer.”  Ms. Kennerly is a member of the American College of Real Estate Lawyers and the International Council of Shopping Centers.  She is a former Chair of the Commercial Development Subcommittee of the Los Angeles County Bar Association (Real Property Section) and a frequent speaker on issues concerning the real estate industry.


Nicola Heryet is a Principal in Avison Young’s New York City office.

With more than 30 years of experience and long-standing industry relationships, Heryet represents both owners and occupiers of office space in the leasing and strategic planning of commercial real estate assets throughout the New York City market. Her career is filled with long-term, brand name clients who repeatedly seek her expertise; Heryet has closed more than 25 million square feet of transactions throughout her career.

Prior to joining Avison Young, Heryet served as Senior Managing Director at Cushman & Wakefield. Before that, she was a Principal at Cassidy Turley for more than six years. Heryet was with Cassidy Turley’s predecessor, Colliers ABR for 13 years, most recently as a Principal. Heryet was a recipient of the Real Estate Board of New York’s Robert T. Lawrence Memorial Award for the 740,000-square-foot relocation of the United Federation of Teachers headquarters in 2002. She was honored as the Women Real Estate Leaders of the 21st Century in 2000. In 1998, she was the Young Men’s/Women’s Real Estate Association New York’s Young Real Estate Woman of the Year.

Heryet graduated from the University of Westminster in London. A past member of the commercial board of directors of the Real Estate Board of New York, she is currently a member of the admissions committee. She was the Young and Senior Real Estate Woman of the year for the Young Men’s/Women’s Real Estate Association and board member of CoreNet New York and Women Executives in Real Estate.

Professional Recognition

  • Real Estate Board of New York Robert T. Lawrence Memorial Award for 740,000-square-foot relocation of the United Federation of Teachers headquarters
  • Young and Senior Real Estate Woman of the Year – Young Men’s/Women’s Real Estate Association New York
  • Women Real Estate Leaders for the 21st Century – Association of Real Estate Women

Professional Affiliations

  • Licensed real estate broker in the state of New York
  • Current member of the Admissions Committee and formerly on the Commercial Board of Directors – the Real Estate Board of New York
  • Former Chairman – Young Men’s/Women’s Real Estate Association
  • Former Board Member – CoreNet New York and Women Executives in Real Estate

Clients Served

  • Answers Corporation
  • Avon Products Inc.
  • Citrix Systems Inc.
  • Donna Karan
  • George Weiss Associates
  • Haymarket Media
  • Kellwood Company
  • Lambda Legal
  • Louis Vuitton Moet Hennessy
  • Practising Law Institute
  • Securitas Security Services USA, Inc.
  • UN Population Fund
  • United Federation of Teachers
  • World Health Organization

Community Involvement

  • Former Co-Chair and current board member – Nontraditional Employment for Women
  • Former President and current board member – James Lenox House Association
  • Board member – New York Pops

Education

  • University of Westminster – London, UK


Robert J. Bergson earned his law degree from Boston University School of Law.

Mr. Bergson’s practice focuses on professional liability defense, business and corporate litigation matters, real estate litigation, business divorce and products liability defense. He also handles disputes concerning miscellaneous/not-for-profit insurance lines, securities litigation, intellectual property, unfair competition claims and errors and omissions matters.     


Ruth Schoenmeyer is a Partner at Eversheds Sutherland in Chicago. Ruth has extensive experience representing landlords and tenants in leasing transactions, including leases relating to retail, office and industrial properties, and in the redevelopment of retail property in particular. She is also a frequent speaker about real estate topics nationally, and recently presented a program at the International Council of Shopping Centers Law Conference entitled “The Three R’s of Retail Redevelopment: Reduce, Reuse, Recycle,” and another program at the annual meeting of the American College of Real Estate Lawyers entitled “Hot Desks and Cool Hotels: Non-Traditional Uses of Real Estate.” She also co-authored the article “REAdy to Draft and Amend REAs? Pointers for New Developments and Redevelopments," which appeared in the July/August 2019 issue of Probate & Property and was awarded Best Practical Use Article in 2019. Ruth was formerly Chair of the Leasing Group of the Real Property Trust and Estate Section of the American Bar Association and is currently a member of the Advisory Board of the Georgetown University Law Center Advanced Commercial Leasing Institute and a Fellow in the American College of Real Estate Lawyers.


As an Area Executive Vice President of Arthur J. Gallagher & Co- New York, James is responsible as a sales team leader for client development with a group of veteran and emerging brokers. As a Senior Director of the Construction Practice, he is responsible for all aspects of Construction activities for Gallagher in the New York City office, and works closely with the North East Construction Leader in developing the practice in the metro region.

He received a BS in Economics from Wagner College and his MBA in Risk Management from the St. John’s University Peter J. Tobin Graduate School of Business. After graduate school he studied Scientific Methods of Risk Management at the Wharton School of the University of Pennsylvania. He also holds the Associate in Risk Management (ARM) designation. He currently is an Adjunct Assistant Professor at St. John’s University Peter J. Tobin School of Risk Management, and also participates as a faculty member of the Practicing Law Institute. With over 50 years of experience he remains active in the Real Estate and Construction Industry by participating in many of the local association seminars and conferences.

He was President of the Insurance Brokers Association of the State of New York and continues to serve on its Past Presidents Committee. He also was 1st Vice President and Board Member of The Players Club and now is a Governor of The Squadron A Association. He currently serves on the NY Committee of the Regional Planning Association.


Meg entered the insurance business in 1989. Prior to working insurance, Meg worked as a private investigator and taught English in Italy for 2 years. Meg has over 26 years’ experience in the insurance industry with over 20 years in claims management, claims operations and leadership. Prior to joining USI, Meg was the Director of Claims for Marsh & McLennan Agency, Inc. – Northeast.

Meg is an insurance educator who presents on topics including workers’ compensation, business continuity and risk management strategies. Meg has been featured in articles by NJBiz Magazine, Business Insurance and LinkedIn. Meg works closely with her teams to deliver on client services and has been recognized as a customer service leader in her field.

Meg is a graduate of County College of Morris in Randolph, New Jersey and holds a Degree in Liberal Arts. Meg is currently pursuing her CPCU designation. Meg is a licensed Property & Casualty agent in New Jersey. Meg sits on the AIG Insurance Claim Advisory Board, and is certified by the State of NJ and NY as a teaching instructor for the continuing education in insurance.

Meg and her husband have two children and live in Annandale, NJ.

 Education, designations, and affiliations

  • Pursuing her Chartered Property Casualty Underwriter (CPCU) designation