Who's Moving Where In Wealth Management? – Dechert, EisnerAmper

Editorial Staff

13 July 2022

Dechert
Dechert, the global law firm, has appointed former SEC senior figure David Bartels as a partner in its financial services group, based in the Washington, DC office.

At the Securities and Exchange Commission, Bartels was deputy chief counsel of the division of investment management.

As one of five senior officers overseeing policy in the SEC’s division, Bartels managed an office of more than 55 attorneys, and advised the division's leadership on a wide range of legal and policy matters related to investment advisors and investment companies.

Bartels has extensive experience of the regulatory issues faced by asset managers and both registered and unregistered funds, including business development companies and exchange-traded funds. In addition, he has advised the division on strategy related to crypto-assets, fund liquidity, enforcement matters, and investment advisor regulation.

A graduate of Yale Law School and SUNY Buffalo, Bartels was a corporate associate at another international law firm prior to joining the SEC.

EisnerAmper
Global business advisory firm EisnerAmper has appointed Ben Richmond as a partner in its Personal Wealth Advisors Group, to boost the firm's presence in the region.

According to EisnerAmper, Richmond has 15 years of experience in tax planning and compliance in various areas of domestic and international taxation. He works with wealthy international families, trusts, family-owned corporate and partnership entities as well as entrepreneurs in a variety of industries. His international expertise includes voluntary disclosures and delinquent filing programs, US real estate investments by non-residents, foreign trusts and estates, and pre-immigration/expatriation planning. Additionally, he provides both planning and income tax, and FATCA compliance to domestic and international estates and trusts, the firm said in a statement.

Welcoming him to the firm, Michael Laveman, national partner-in-charge of EisnerAmper’s Tax Services Group, said that with the tremendous growth in the Florida marketplace and its central role as an international gateway, Richmond's addition to the team will bolster the firm's growing tax and consulting practice in the region.