Building upon its long history of representing independent boards of directors, Sullivan & Worcester LLP is heavily involved in day-to-day operational and shareholder matters and board advice. Clients include groups of retail and variable insurance open-end funds and closed-end funds. Nicole Crum in Washington DC leads the team, who in 2024 has handled a significant amount of artificial Intelligence and cybersecurity mandates for the group, an increasing area of work.
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Testimonials
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‘They have good knowledge and availability which are all the things one wants out of fund and independent director counsel.’
Key clients
- Independent Trustees of the John Hancock Funds
- Manulife/John Hancock Funds
- Manulife/John Hancock Alternatives Funds
- Independent Trustees of the Pacific Select Fund and Pacific Funds Series Trust
- Independent Directors of the Legg Mason Closed-End Funds
- Independent Trustees of the Virtus Mutual Funds and Virtus Variable Insurance Trust
- Corebridge VALIC Retirement Funds and their Independent Directors
- Pear Tree Funds and their Independent Trustees
- Independent Trustees of the Matthews Asia Funds
- Advisors Series Trust and their Independent Trustees
Work highlights
- Acted as independent legal counsel to the Independent Trustees of the John Hancock Funds.
- Acted as independent legal counsel to the Independent Trustees of the Pacific Life Funds.
- Acted as independent trustee counsel to the Virtus Mutual Funds, Virtus Variable Insurance Trust and Virtus Closed-End Funds.
Lawyers
Next generation partners
Junior partners with significant recognition from clients and peers in the market and key roles on multiple matters.
Practice head
Nicole Crum