The latest senior moves in the North American wealth management sector.

Katten
Katten, the international law firm, has appointed Parker F Taylor as a partner in the private wealth practice in New York.

Parker advises high net worth clients on estate administration and income tax matters, including dealing with Internal Revenue Service examinations and appeals. His practice concentrates on multigenerational wealth transfer planning and business succession planning, as well as estate, trust and guardianship administration and controversies. He also focuses on prenuptial and postnuptial agreements, and estate, gift and generation-skipping tax controversies.

An established thought leader, Parker frequently offers insight to media, clients and at industry events on various matters related to estate planning, wealth management, tax laws and family offices, and how those areas intersect with digital assets and blockchain. He is licensed to practice law in New York and Florida.

Prior to joining Katten, Parker served as head of the private client services group at Hughes Hubbard & Reed LLP, where he had organized estate planning clinics at which attorneys provided pro bono legal services to Holocaust survivors.

Raymond James 
Raymond James has welcomed financial advisor Steven M Rozencwaig to Raymond James & Associates (RJA) – the firm’s employee advisor channel – in New York.

Rozencwaig will be joining at the firm’s Manhattan branch, headed by New York City complex manager Judson Potter. He previously managed more than $315 million in client assets at UBS Financial Services.

Working in the financial services career for more than three decades, Rozencwaig started out at Kidder, Peabody & Company, which Paine Webber acquired. He later spent nine years at Smith Barney followed by 17 years with UBS. Rozencwaig earned a bachelor of science in accounting from New York University and a master of business administration from Pace University.