People Moves
Who's Moving Where In Wealth Management? – EisnerAmper, Raymond James
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The latest wealth management moves in North America.
EisnerAmper
Global business advisory firm EisnerAmper has appointed
Pamela Dennett and John Clausen as partners with a specialization
in taxation.
Dennett, who is a partner in the firm's private client services group, has 30 years of experience helping ultra-high net worth individuals, family offices and business owners navigate complex tax landscapes. She has a BS in political science from Old Dominion University. She is a Certified Public Accountant and a Certified Financial Planner as well as a member of the American Institute of CPAs, Communities Foundation of Texas Advisory Council, and the Dallas Estate Planning Council. Dennett is based at the firm’s Dallas office.
Clausen is a partner in the firm’s SALT Group, and specializes in state and local taxation. With 30-years of experience, John serves individuals, startups and large entities in the technology and life sciences, financial services and manufacturing sectors. Clausen, who has a BS in business economics from the University of California at Santa Barbara and an MS in taxation from Golden Gate University, is a member of the American Institute of CPAs. Clausen is based at the firm’s San Francisco office.
Among recent developments, in June last year, EisnerAmper acquired the partners and staff of New York City-based accounting and advisory firm Raich Ende Malter & Co, a business whose clients include family offices. Last March Manhattan-based accounting and advisory firm Popper & Company joined the EisnerAmper business.
Raymond James
Raymond James
has welcomed financial advisor Kyle Roulet to its independent
advisor channel in Folsom, California.
As managing partner at R6 Wealth Partners, Roulet serves select families, business owners, corporate executives, retirees and captive insurance holders with financial plans and strategies. His team includes client service administrator, Nancy Rhea, and client service associate, Logan Roulet-Disalvo. He was formerly at Edward Jones where he managed more than $145 million in client assets.
