Leadership

Homrich Berg: Tim Tallach Named As Director Of Advanced Tax Planning And Family Office Services

By Amit Chowdhry ● Jan 7, 2025

HB Wealth Management (HB) - a leading Atlanta-based fee-only wealth advisor with offices across the Southeast - announced the addition of Tim Tallach, J.D., CPA, as Director of Advanced Tax Planning and Family Office Services within the HB Family Office division. And Tallach brings 28 years of experience providing strategic tax planning and family office services to ultra-high-net-worth clients.

TAG Associates: Gonzalo Acevedo Named As Managing Director

By Amit Chowdhry ● Jan 7, 2025

TAG Associates - a multi-family office and portfolio management services firm - announced that Gonzalo A. Acevedo, a wealth management veteran in South Florida, has joined the firm as Managing Director.

Kramer Levin: Three Lawyers Elevated To Partner

By Amit Chowdhry ● Jan 7, 2025

Kramer Levin announced the elections of Boaz I. Cohen, Nicole S. DeBare, and Sheila M. Pozon to partner positions in the firm. All three are based in New York.

UBS Private Wealth Management: Michael Rubenstein Joins Advisor Team

By Amit Chowdhry ● Jan 7, 2025

UBS Private Wealth Management announced that Michael Rubenstein will join Private Wealth advisor team The Matina Group at UBS in Naples, Florida. Rubenstein’s responsibilities will include business development, relationship management, trust, estate and financial planning, and investment management.

Vitestro: Bob Gerberich Named As Chief Commercial Officer For North America

By Amit Chowdhry ● Jan 7, 2025

Vitestro - a pioneer in autonomous robotic venous access and blood drawing - announced the appointment of Bob Gerberich as Chief Commercial Officer for North America. With this role, Gerberich will lead the U.S. pre-launch market development, commercial strategy, and execution, driving the adoption of Vitestro's groundbreaking technology across the U.S. healthcare market.

Dynasty Financial Partners: Lindsey Strawhecker Named As Director of Transitions

By Amit Chowdhry ● Jan 7, 2025

Dynasty Financial Partners announced that Lindsey Strawhecker has joined the firm as Director of Transitions. And with nearly two decades of experience in financial operations and advisor onboarding, Strawhecker will play a notable role in ensuring smooth and efficient transition experiences for advisors joining Dynasty’s independent wealth management platform.

Intuitive Reveals Executive Leadership Changes

By Amit Chowdhry ● Jan 6, 2025

Intuitive - a global technology leader in minimally invasive care and the pioneer of robotic-assisted surgery - announced executive leadership promotions to support the company’s continued global growth in pursuit of its mission to advance minimally invasive care.

Morgan Lewis Expands IP Practice In Europe With Addition Of Alexander Ritter In Munich

By Amit Chowdhry ● Jan 6, 2025

Advancing Morgan Lewis’s German, European, and global IP capabilities, especially in technology and life sciences patent disputes, the law firm welcomes partner Alexander Ritter, resident in the Munich office. Coming from Baker McKenzie where he most recently chaired the German patent litigation practice, Ritter represents clients across a range of industries, including high tech, engineering, chemical, healthcare and medical device, and biotechnology.

Dentons Names Elze’t Hart As Data And Technology Partner In Amsterdam

By Amit Chowdhry ● Jan 5, 2025

Dentons announced it is strengthening its Intellectual Property, Data, and Technology practice by recruiting partner Elze 't Hart in the Amsterdam office. Focusing on data governance and compliance, IT contracts and technology M&A, Hart has been advising and litigating technology and data privacy for 12 years.

Mayer Brown: Chris McGarry Joins As Structured Finance Partner

By Amit Chowdhry ● Jan 4, 2025

Mayer Brown announced that Chris McGarry joined the firm as a partner in its global Structured Finance and Private Capital groups. And he joins from White & Case, where he led the firm’s European collateralized loan obligations (CLO) practice and English law securitization practice.

White & Case: Aaron Kenavan And Jamie Palmer Join As Partners In Sydney

By Amit Chowdhry ● Jan 4, 2025

Global law firm White & Case LLP announced it has expanded its Global Mergers & Acquisitions (M&A) Practice and its Global Private Equity Industry Group with the addition of partners Aaron Kenavan and Jamie Palmer in Sydney.

White & Case: Michael Sykes Joins As Partner In Washington, DC

By Amit Chowdhry ● Jan 3, 2025

Global law firm White & Case announced it has expanded its Global Tax Practice and its Global Energy Industry Group by adding Michael Sykes as a partner in Washington, DC.

Honigman: Richard Catalano Joins As Partner In Chicago

By Amit Chowdhry ● Dec 31, 2024

Honigman LLP announced that it is growing its Chicago office by adding Richard “Richie” Catalano as a partner in the Transactions & Counseling Practice Group and Corporate Department. He joined the firm from Ballard Spahr.

Simpson Thacher: Bryan Robson And William Gwyn Join As Partners In London Office

By Amit Chowdhry ● Dec 31, 2024

Simpson Thacher & Bartlett LLP announced that Bryan Robson and William Gwyn will join the firm as Partners in the London office, where they will focus on leveraged finance matters.

Baker McKenzie Reveals 18 New North America-Based Partners

By Amit Chowdhry ● Dec 27, 2024

Global law firm Baker McKenzie announced it has elected 18 new partners and two counsels in North America. And these promotions take effect on January 1, 2025.

Colbeck Capital: Gregory Budetti Named As Head of Business Development

By Amit Chowdhry ● Dec 27, 2024

Colbeck Capital Management - a leading middle-market private credit firm focused on strategic lending - announced that Gregory Budetti, former Director of Capital Partnerships and Investor Relations at Closed Loop Partners, has joined Colbeck as Head of Business Development. In this newly created role, Budetti will work closely with Colbeck’s Managing Partners, Jason Beckman, and Jason Colodne, to manage strategic capital formation initiatives and develop investment solutions that align investors’ interests with Colbeck’s core competencies in strategic lending.

Baker McKenzie: Sung Woo (Sean) Lim Joins JV As Partner

By Amit Chowdhry ● Dec 27, 2024

Baker McKenzie announced that leading international arbitration practitioner Sung Woo (Sean) Lim has joined Baker McKenzie & KL Partners Joint Venture Law Firm (Baker McKenzie KLP JV) as a partner. This hire represents the fifth addition to the Baker McKenzie KLP JV in the last year and solidifies the firm's position as the most significant international law firm in Korea by partner bench strength.

Locke Lord Brings In Nicholas Scott As Senior Counsel In Transactional & Regulatory Insurance Practice Group

By Amit Chowdhry ● Dec 26, 2024

Nicholas T. Scott has joined Locke Lord’s New York office in the Firm’s Regulatory and Transactional Insurance Practice Group. Joining Locke Lord from Ambac Financial Group, Scott was critical as General Counsel and Chief Compliance Officer in establishing the legal platform for Ambac’s subsidiary company, Everspan Group.

Crosscut Ventures: Jon Ylvisaker Named As Partner In Energy Innovation Strategy

By Amit Chowdhry ● Dec 25, 2024

Crosscut Ventures announced the appointment of Jon Ylvisaker as Partner. Bringing more than 25 years of investment experience, Jon will join Crosscut to accelerate the firm's growth and advance its commitment to scaling early-stage technology solutions in Crosscut fund six and beyond.

Dentons Reveals Country And Office Managing Partners In Europe And Central Asia

By Amit Chowdhry ● Dec 22, 2024

Global law firm Dentons announced the appointment of Country and Office Managing Partners across Europe and Central Asia for the three-year term starting January 1, 2025.

LPL Brings In $540 Prestige Wealth Group Team

By Amit Chowdhry ● Dec 22, 2024

LPL Financial announced that the Prestige Wealth Group (PWG) advisors, led by managing partners Rich Galgano, CFP, and Matt Geraci, CFP, have joined LPL Financial’s broker-dealer, RIA, and custodial platforms. They reported serving about $540 million in advisory, brokerage, and retirement plan assets and joined LPL from Osaic.

LPL Onboards $300 Million Advisor Jeffrey Grange

By Amit Chowdhry ● Dec 20, 2024

LPL Financial announced that financial advisor Jeffrey Grange, CWS has joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Grange Wealth Management of LPL Financial. He reported serving about $300 million in advisory, brokerage, and retirement plan assets. And he joined LPL from D.A. Davidson & Co. He will be operating from a new Linsco office in Santa Barbara, California.

Dentons: Neil McKnight Named As Partner On Tax Team In London

By Amit Chowdhry ● Dec 18, 2024

Dentons announced it has welcomed experienced corporate tax specialist Neil McKnight as a partner to its Tax team in London. And he joined the firm from Morgan Lewis, where he was a partner in the tax practice.

Sidley: Clive Gringras Joins As Partner At Commercial Litigation And Disputes Practice In London

By Amit Chowdhry ● Dec 17, 2024

Sidley announced that Clive Gringras has joined the firm as a partner in the Commercial Litigation and Disputes practice in London. Before joining Sidley, he was head of the Technology, Media and Telecoms practice at CMS Cameron McKenna Nabarro Olswang.

Dentons: New Managing Partners Named In Poland

By Amit Chowdhry ● Dec 17, 2024

Dentons has announced that Jakub Celiński and Paweł Grabowski have been elected as the new managing partners of Dentons’ Warsaw office. Their term will start on January 1, 2025.

DLA Piper: Sebastian Goslar Named As New Partner In Dusseldorf

By Amit Chowdhry ● Dec 17, 2024

DLA Piper strengthened its Corporate and M&A practice by adding Sebastian Goslar. And from January 1, 2025, he will join the firm’s Corporate group in Germany and be based in the firm's new office in Dusseldorf.

LPL: Marc Cohen Named As Managing Director

By Amit Chowdhry ● Dec 17, 2024

LPL Financial announced that Marc Cohen has been promoted to managing director, Business Strategy and Innovation and has joined the LPL Financial Management Committee. And in this role, Cohen will continue to lead the development of the firm’s corporate strategy and expand his responsibilities to include leading business line and affiliation strategy for independent advisors, large enterprises and institutional channels. In addition, Cohen now leads the company’s business services offerings and innovation lab for emerging solutions.

Solomon Partners: Arik Rashkes Named As A Partner And Group Head

By Amit Chowdhry ● Dec 16, 2024

Solomon Partners - a leading financial advisory firm and independent affiliate of Natixis - announced the appointment of Arik Rashkes as a Partner and Group Head. And Arik will lead and build out a broader coverage effort within the Financial Institutions sector. With the addition of the Financial Institutions Group, Solomon now operates 12 industry groups with over 30 discreet sub-segments.

Ameriprise: Brian Mora Named As SVP Of Experienced Advisor Recruiting

By Amit Chowdhry ● Dec 16, 2024

Ameriprise Financial announced that Brian Mora was named Senior Vice President of Experienced Advisor Recruiting. And Mora has over 20 years with Ameriprise, most recently as regional vice president in the central region of the firm’s branch channel.

Sidley Reveals 38 Newly-Elected Partners And 27 Newly-Promoted Counsel

By Amit Chowdhry ● Dec 16, 2024

Sidley - a global law firm with 2,300 lawyers, annual revenue of $3.2 billion, and experience that spans 158 years - announced the names of its 38 newly-elected partners and 27 newly-promoted counsel listed below by office and area of practice. These attorneys will become partners and counsel at Sidley effective January 1, 2025.

Leadership

Homrich Berg: Tim Tallach Named As Director Of Advanced Tax Planning And Family Office Services

TAG Associates: Gonzalo Acevedo Named As Managing Director

Kramer Levin: Three Lawyers Elevated To Partner

UBS Private Wealth Management: Michael Rubenstein Joins Advisor Team

Vitestro: Bob Gerberich Named As Chief Commercial Officer For North America

Dynasty Financial Partners: Lindsey Strawhecker Named As Director of Transitions

Intuitive Reveals Executive Leadership Changes

Morgan Lewis Expands IP Practice In Europe With Addition Of Alexander Ritter In Munich

Dentons Names Elze’t Hart As Data And Technology Partner In Amsterdam

Mayer Brown: Chris McGarry Joins As Structured Finance Partner

White & Case: Aaron Kenavan And Jamie Palmer Join As Partners In Sydney

White & Case: Michael Sykes Joins As Partner In Washington, DC

Honigman: Richard Catalano Joins As Partner In Chicago

​​Simpson Thacher: Bryan Robson And William Gwyn Join As Partners In London Office

Baker McKenzie Reveals 18 New North America-Based Partners

Colbeck Capital: Gregory Budetti Named As Head of Business Development

Baker McKenzie: Sung Woo (Sean) Lim Joins JV As Partner

Locke Lord Brings In Nicholas Scott As Senior Counsel In Transactional & Regulatory Insurance Practice Group

Crosscut Ventures: Jon Ylvisaker Named As Partner In Energy Innovation Strategy

Dentons Reveals Country And Office Managing Partners In Europe And Central Asia

LPL Brings In $540 Prestige Wealth Group Team

LPL Onboards $300 Million Advisor Jeffrey Grange

Dentons: Neil McKnight Named As Partner On Tax Team In London

Sidley: Clive Gringras Joins As Partner At Commercial Litigation And Disputes Practice In London

Dentons: New Managing Partners Named In Poland

DLA Piper: Sebastian Goslar Named As New Partner In Dusseldorf

LPL: Marc Cohen Named As Managing Director

Solomon Partners: Arik Rashkes Named As A Partner And Group Head

Ameriprise: Brian Mora Named As SVP Of Experienced Advisor Recruiting

Sidley Reveals 38 Newly-Elected Partners And 27 Newly-Promoted Counsel

Simpson Thacher: Bryan Robson And William Gwyn Join As Partners In London Office