The latest senior moves, appointments and personnel changes in the North American wealth management sector.

EisnerAmper
Eisner Advisory Group, the business consulting firm that is headquartered in New York and part of EisnerAmper, has admitted 23 new partners as of August 1. 

Among the new admissions, several are in areas touching on private client, investment and tax work:

Ralph Estel, a partner in the private client services group. With more than 15 years of experience, Estel is based in the Philadelphia, Pennsylvania, office. He provides accounting, consulting, and tax services to middle-market clients in the real estate, construction, and other sectors.

Ryan Aldridge, partner in the consulting services group. With more than 10 years of experience, Aldridge is based in the Baton Rouge, Louisiana, office. Aldridge leads class action, mass arbitration, and mass tort claims administration projects. He is proficient in settlement administration, including notice distribution, claims adjudication, data analysis, fund administration, and technology integration. He has led settlement programs involving consumer, antitrust, personal injury, mass torts, and labor and employment litigations.

John Ferraro, partner in the private client services group. With nearly 20 years of experience, Ferraro is based in the Melville, New York, office. Ferraro specializes in tax compliance and consulting, with a particular focus on investment and closely held partnership structures. Ferraro's proficiency extends across multiple sectors, including real estate, manufacturing, distribution, and others.

Michael Grant, partner in the tax services group. Grant, who has more than 15 years of experience, is based in the Iselin, New Jersey, office. He provides tax compliance and advisory services to clients in the manufacturing and distribution, retail, real estate, and life sciences sectors. He specializes in closely held businesses, individual taxation, and IRC 382.

Kira Heizer, partner in the outsourced services group. With nearly 30 years of experience, Heizer is based in the San Mateo, California, office. She provides fractional CFO services to privately owned businesses and venture-backed startups. She specializes in using financial forecasting and analysis to optimize resource allocation, increase operational efficiency, and maximize cash flow to determine funding needs.

Zhi Man Huang, partner at EA RESIG LLC. With more than 15 years of experience, Zhi is based in the New York office. He leads several fund administration teams responsible for the day-to-day activities of real estate private equity funds. He has expertise in financial statements, preferred return calculations, and all areas of private equity. 

Sarah Irvin, partner in the advisory services group. Irvin, who has approximagely 15 years of experience, is based in the New Orleans, Louisiana, office. A leader of the financial management and disbursements service line, she specializes in accounting and finance, compliance, financial management and disbursements, quality assurance and control, disaster management and recovery, and settlement fund financial administration across a variety of industries.

Nicholas Landera, partner in the financial advisory services group. With 18 years of experience, he is based in the Miami, Florida, office. Landera provides consulting, forensic accounting, litigation support, and expert witness services. His experience includes multinational investigations, class-action litigation consulting, shareholder disputes, and derivative actions. 

Anastasiya Lopatnikova, partner in the financial services group. With more than 15 years of experience, she is based in the New York office. Lopatnikova serves hedge funds, private equity funds, venture capital funds, funds of funds, investment advisors, registered investment advisors, broker-dealers, and other financial services entities.

Samuel Medina, partner in the private client services Group. With more than 25 years of experience, he is based in the Chicago, Illinois, office. Specializing in tax planning, compliance, and gift and estate taxation, Medina serves high net worth individuals and their closely held businesses across various industries, including family businesses, law firms, professional services, and real estate.

Kevin Nardone, partner in the private client services Group. Nardone, who has more than 15 years of experience, is based in the Iselin, New Jersey, office. He provides attest and advisory services for closely held companies in the food and beverage, manufacturing and distribution, software, and construction sectors. He also has extensive experience in employee benefit plan audits including 401(k)s, defined benefit plans, and multi-employer benefit plans.

Virginia Salazar-Miller, a partner in the tax services group. With more than 25 years of experience, she is based in the New York office. She provides tax planning and compliance services to hedge funds, private equity, investment advisors, and other financial services companies, including family offices and high net worth individuals.

Allen Shteynberg, partner in the financial services group. With more than 15 years of experience, he is based in the New York office. He performs audit services for private equity funds, hedge funds, mutual funds, funds of funds, and commodity pools. Shteynberg assists clients with fund documents, structuring investment vehicles, and various regulatory matters. 

Cameron Trumble, partner in the private client services Group. With approximately 15 years of experience, he is based in the Chicago office. He provides tax, reviews, compilations, and bookkeeping services for private businesses and individuals in the technology, manufacturing, and real estate industries.

Christine Wu, partner at EA RESIG. Wu, who has 18 years of experience, is based in the New York office. She leads several fund administration teams responsible for the day-to-day activities of various debt and equity funds. 

John Hancock Investment Management
John Hancock Investment Management, part of Manulife Investment Management, has added two new independent trustees to the board of trustees of the John Hancock Group of Funds. 

The trustees are William K Bacic and Thomas R Wright; they bring expertise in accounting and audit, and capital markets and trading, respectively.

A retired certified public accountant, Bacic served as New England managing partner of a major independent registered public accounting firm, as well as a member of its US executive committee. He also served as the lead partner on the firm's largest financial services companies, primarily focused on the investment management industry and mutual funds. In addition, 

A retired chief operating officer of a capital markets firm and a former director of equities and executive committee member, Wright has executive, investment banking, portfolio management, securities brokerage, and equity research expertise. He has also been global head of trading and head of European equity and sales trading at an investment bank and asset manager.