Rothstein Kass Expands Family Office Group With Eight New Hires

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New Additions to Firm’s Award-Winning Family Office Group Include Two Senior Financial Management Experts

Rothstein Kass (, a leading professional services provider to the financial services industry, today announced it has expanded its award-winning Family Office Group with the addition of eight new employees, including 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. 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.

“With the boom in the family office space over the past few years, we are constantly looking to strategically expand our team and capabilities,” said Rick Flynn, principal-in-charge of the Rothstein Kass Family Office Group. “Joe, Marlon and all of our recent additions come from diverse backgrounds – in both expertise and career tracks – and we’re looking forward to the perspectives they’ll bring. We’re excited to welcome this group of highly motivated and talented professionals, and are confident they’ll make an immediate impact in helping provide our clients with unique, comprehensive solutions.”

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).

The 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.

About Rothstein Kass:
Founded in 1959, Rothstein Kass is a premier professional services firm serving privately-held and publicly-traded companies, as well as high-net-worth individuals and families. With more than 1,000 professionals, the firm provides accounting, advisory, auditing and tax services, as well as a full array of integrated services such as litigation and forensic consulting and concierge and tax accounting to clients across industry spectrums and in all stages of development. Rothstein Kass is widely recognized as a leader in the financial services space, consistently ranking among the top CPA firms serving the Hedge Fund, Private Equity, Venture Capital, Broker Dealer and Family Office segments.

At the core of Rothstein Kass’ remarkable success is a commitment to hiring, developing and retaining employees with the same entrepreneurial spirit that permeates the sophisticated business and financial services communities the firm serves.

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Kathleen O’Toole
Rothstein Kass
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