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Who's Moving Where In Wealth Management? - EisnerAmper, Raymond James
Editorial Staff
10 April 2019
EisnerAmper Raymond James
International accountancy and business advisory services firm EisnerAmper has appointed Stanley Barsky as a principal to join its tax group. He will be concentrating on federal income taxation, including issues relating to mergers and acquisitions, transaction advisory services, structuring inbound and outbound investments, and complex client matters.
Barsky’s experience includes advising clients on tax issues relating to consolidated returns, bankruptcies, accounting methods, expenditure deductibility, tax treaty planning, tax equalization, earnings repatriation, tax residency and pre-immigration tax planning, qualified small business stock, and other areas. In addition, he represents clients who are under tax audits.
Based in EisnerAmper’s New York City office, Barsky is a member of the American and the New York State bar associations. He is also a sought-after thought leader for various tax and legal publications.
A group of advisors in Texas collectively overseeing more than $240 million in assets has joined Raymond James.
The advisors, based in Corpus Christie, are Bruce Hoffman, Michelle Orcutt and Matt Paul; they join Raymond James Financial Services, which is the firm’s independent broker/dealer.
The advisors, who had $1.7 million in annual production, have formed a new partnership, Coastal Bend Wealth Partners. They serve clients including business owners, retirees, families and individuals. Joining them at the firm is Barbara Inman, senior client associate.
Orcutt began her financial services career in 1990, first as a banking regulator, then as a banker and finally as an advisor. She first joined AG Edwards in 2002, which became Wachovia Securities and subsequently Wells Fargo Advisors.
Hoffman, managing partner of Coastal Bend Wealth Partners and RJFS financial advisor, began his career in financial services almost 30 years ago at Merrill Lynch. Prior to joining Raymond James, he was with Wells Fargo Advisors and its predecessor firms.
Paul, managing partner of Coastal Bend Wealth Partners and RJFS financial advisor, began his career as a financial advisor with Dean Witter in 1989, moving to AG Edwards in 1991 where he spent time as a branch manager and remained throughout the Wachovia, Wells Fargo acquisitions, until moving to Raymond James.