Rothstein Kass, a professional services provider to the financial services industry, has expanded its Family Office Group with the addition of eight new employees.
These includes 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 extensive experience in managing the personal and financial affairs of high-net-worth clientele.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The moves demonstrate the firm’s continued commitment to expanding its footprint and professional capabilities in the high-growth family office market.
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.
Mr. Fox, an attorney specializing 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, Mr. Fox was the principal of a private law practice where he concentrated on real estate, corporate organization, business transactions, and trusts and estates. He is experienced in real estate and debt financing transactions, as well as family business consulting.
Mr. 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, Mr. Dunbar worked as a senior manager in the High Net Worth and Family Office Services Group at Rosen Seymour Shapss Martin & Company LLP (RSSM).
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataThe Rothstein Kass Family Office Group has received numerous industry awards recognizing its client service and technical expertise. Most recently, it was named "Best Multi-Family Office (New Entrant)" at the inaugural Family Wealth Report Awards 2014 for demonstrating excellence and innovation during 2013. The firm was also recognized as the "Best Effective Tax/Accountancy Team" at the awards ceremony held earlier this month.
