Rothstein Kass has expanded its family office group with the addition of eight new employees, including two senior-level professionals – Joseph Fox and Marlon J Dunbar as director and senior relationship manager, respectively.
Both will work out of the firm’s New York office and bring experience in managing the personal and financial affairs of high-net-worth clientele.
The Rothstein Kass family office group also made several other additions to the team during its recent expansion. The group added three new account managers, including Avigal Nisim, Cynthia Recinos and Rasa Ziliontye, and made key additions to the group’s support staff, including a new administrative assistant, Marina Budnikova, and two bookkeepers, Vanessa Diaz-Aquino and Jonathan Zayas.
“With the boom in the family office space over the past few years, we are constantly looking to strategically expand our team and capabilities,” said Rick Flynn, principal-in-charge of the Rothstein Kass family office group. “Joe, Marlon and all of our recent additions come from diverse backgrounds – in both expertise and career tracks – and we’re looking forward to the perspectives they’ll bring. We’re excited to welcome this group of highly motivated and talented professionals, and are confident they’ll make an immediate impact in helping provide our clients with unique, comprehensive solutions.”
Fox, an attorney specialising in advanced planning and project management for high-net-worth individuals, will join Rothstein Kass as director and will advise business owners, executives, hedge fund managers, professional athletes and entertainers on lifestyle management, and will also oversee their personal financial affairs. Prior to joining Rothstein Kass, Fox was the principal of a private law practice where he concentrated on real estate, corporate organisation, business transactions, and trusts and estates. He is experienced in real estate and debt financing transactions, as well as family business consulting.
Dunbar, who has more than a decade of financial management experience, will provide tax preparation/planning, personal financial planning and financial accounting services to individuals in the entertainment, sports and financial services industries. He will also be responsible for developing, implementing and monitoring tax compliance procedures for the family office group. Previously, Dunbar worked as a senior manager in the high net worth and family office services group at Rosen Seymour Shapss Martin & Company.
