The latest moves in the North America wealth management market.

Katten 
Katten Muchin Rosenman has appointed Matthew Sperry to its trusts and estates department.

Sperry previously led the global private client practice at McGuireWoods and served as a federal law clerk to Judge Carolyn P Chiechi, who retired last year from the US Tax Court in Washington, DC. He is a frequent speaker and author on the taxation of private clients and trusts, global family governance, cross-border wealth structuring and other key private client issues.

He has extensive experience designing and implementing integrated wealth management structures for families, touching on issues such as tax, privacy, wealth transfer and succession, family governance, asset protection and information reporting management and compliance (such as under the Foreign Account Tax Compliance Act (FATCA) and the global common reporting standards (CRS)).

Sperry’s client base extends to China, India, Africa, Latin America, the Middle East, Europe and Canada.

Athena Capital Advisors
Athena Capital Advisors, a US registered investment advisor with $5.5 billion in assets under management, has promoted Dana K O’Brien to general counsel. She was previously deputy general counsel.

O’Brien, who joined Athena Capital in 2014, will continue her role as chief compliance officer. Leonard Lewin, who has served as general counsel and vice chairman of the board for over a decade, will remain as vice chairman on Athena’s board of directors and will oversee client relationships in his capacity as a managing partner of the firm.

O’Brien remains based in Athena’s Lincoln, Massachusetts, headquarters.

Prior to joining Athena, O’Brien served as CCO and director of administration and legal affairs for Fisher Lynch Capital. Previously, she was director of operations and legal affairs at MPM Capital.