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Vanbridge Appoints Cuan as Managing Principal, Tax Liability Practice Leader

Vanbridge, an EPIC company, added Osmel “Oz” Cuan as managing principal and tax liability practice leader. Cuan will join the transactional risk solutions team and lead the tax liability insurance practice.

Grant Thornton Names Wittmer Managing Principal, Atlantic Coast Region

Grant Thornton named Jim Wittmer the managing principal of the firm’s Atlantic Coast region. In this role, Wittmer will oversee Grant Thornton’s teams in Arlington, Virginia, Washington, D.C., Baltimore, Pittsburgh and Philadelphia, where he is based.

July 8, 2024 Atlantic Coast Region | Grant Thornton | Jim Wittmer | Managing Principal Brianna Wilson

Peapack Private Hires Casey as a Managing Principal, Wealth Management Division

Peapack-Gladstone Financial and Peapack Private, a division of Peapack-Gladstone Bank, hired Kevin D. Casey as a managing principal. Casey will lead business development, growth and profitability while supporting the company’s wealth advisors.

June 25, 2024 Kevin D. Casey | Managing Principal | Peapack Private | Wealth Management Division Brianna Wilson

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Tag Archives: Managing Principal

Vanbridge Appoints Cuan as Managing Principal, Tax Liability Practice Leader

Grant Thornton Names Wittmer Managing Principal, Atlantic Coast Region

Peapack Private Hires Casey as a Managing Principal, Wealth Management Division