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

Sterlington
Sterlington, a law firm with offices in New York and Philadelphia, has added a premier wealth team to its ranks.

The joiners, who include Daniel Cooper, Emalee Welsh, and Daniel Carmody, come from Morgan Lewis, an international law firm.

“The arrival of this team significantly enhances Sterlington’s capabilities in advising ultra-high net worth individuals, family offices, and closely held businesses on estate planning, wealth transfer, tax strategy, and business succession. Additional team members are expected to join in the coming weeks,” Sterlington said in a recent statement. 

Daniel Cooper, who heads the private wealth practice, has experience advising clients on wealth preservation, estate and gift tax planning, family business succession, and philanthropy. He is recognized by the Chambers High Net Worth Guide for Private Wealth Law in Pennsylvania.

Emalee Welsh, deputy head of the practice, designs and implements sophisticated wealth transfer plans for UHNW individuals, owners of privately held businesses, entrepreneurs, and multigenerational family groups. She counsels clients on estate, gift, goods and services tax, and income tax planning, trust and estate administration, and charitable giving.

Daniel Carmody advises clients on complex tax matters related to domestic and international transactions, with a particular focus on structuring partnerships, limited liability companies, and Subchapter S corporations. He also represents clients in audits and appeals before the IRS. Carmody brings experience from senior roles within the IRS Office of Chief Counsel and PwC’s National Tax Services group.

The team, which is based in Sterlington’s new Philadelphia office, will also use of Sterlington’s New York office to serve clients across both regions.

“The addition of this private wealth team strengthens our offering to the firm’s high net worth individual and family office client base, which is a key focus for Sterlington,” Christopher Harrison, head of Sterlington’s Corporate and M&A practice, said.

Recent Sterlington hires include Kristy Fields in executive compensation, who was a partner at Simpson Thacher; Paul Jebely, a global private aviation attorney; Jonathan Sherman and Courtney Rockett, both litigators who were partners at Boies Schiller Flexner; Lawrence Waks, an advisor to global brands and celebrity-backed ventures and former Reed Smith partner; and Jesse Sherrett in international arbitration and litigation, and partner at A&O Shearman.