The latest senior wealth management executive moves in North America.

Mergers and capital services firm Eaton Square is pushing further into the family offices space, adding the Hagan Capital Group. The family office is located in Atlanta, Georgia. 

Hagan Capital, led by Chad Hagan and founded in 2003 as a single family office, now focuses on the UK and US family office sector, advising on cross-border mergers and acquisitions, capital services and strategic advisory to firms and entrepreneurs.

“With this integration, Eaton Square strengthens its capability to work with family offices helping them grow their business through opportunities in the US, Asia-Pacific and Europe,” Eaton Square said in a statement yesterday. 

Reece Adnams, Eaton Square CEO, said: “We have seen the increasing role family offices play in the [private equity] sector in recent years, and so I am very pleased Chad and his team can bring expertise in the family office sector to Eaton Square in the US and UK.”

Chad Hagan has in the past led a London-based cross-board initial public offering syndication and new issue trading endeavor for a family office fund in American, Canadian, UK and Korean markets. Other joiners are principals Bill Trainor and Jim Eppelin.

The Hagan Capital business is joining a firm with 21 offices across the US, Canada, China and Hong Kong, Australia, New Zealand, the UK, Spain, Switzerland, Singapore and Malaysia.

EisnerAmper
Jolene Fraser, a managing director in EisnerAmper’s financial advisory services group, has been named chair of the California Society of CPAs for the 2020/21 term.

CalCPA is designed to increase the value and promote the integrity of the CPA profession; contributing to the success of its members; and strengthening client, employer, public and government trust in CalCPA member advice, work products and opinions. 

Fraser works from EisnerAmper’s Sacramento and San Francisco offices. She has more than 20 years of public accounting and consulting services experience. She specializes in forensic accounting, providing consulting services and expert testimony in matters involving professional standards applicable to CPAs, special investigations, fraud investigations, and commercial and individual damages.