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Jacqueline Duval focuses her practice on family offices, ultra high-net-worth individuals, private foundations, domestic and international tax, finance, private equity, hedge funds, venture capital, digital currencies and blockchain, and real estate. She help investors, businesses, and family offices with strategic planning, tax and entity structuring, investment execution. ....
The Wagner Law Group acquires Idaho-based firm; Allianz Life names chief growth officer; K&L Gates LLP adds new partner to benefits, ESOPs and executive compensation practice; and more. ....
Transamerica adds new TPA services VP; Franklin Templeton to acquire O’Shaughnessy Asset Management; Financial Advocates acquires Waddell & Reed; and more. ....
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Cresa has named Kristin MacCarthy as Chief Financial Officer. MacCarthy will lead Cresa’s Finance team and develop a capital plan to support the company’s recruitment and acquisition objectives. She will also be part of the firm’s Executive Committee, working alongside CEO Jim Underhill in the development and implementation of the firm’s strategic plan. MacCarthy has nearly 30 years of progressive financial management experience within successful business-to-business, consumer and distribution corporations. She joins Cresa from JLL, where she was the CFO, Market Solutions, responsible for driving strategic growth and efficiencies and managing profitability. Prior to JLL, MacCarthy held financial management positions at several major companies, including US Cellular and Grainger. ....