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The scant personal details that do surface depict a clan allergic to the limelight, scornful of excess and almost comically unpretentious.

Steve Milton is founding partner at Listen.

Simon Armstrong is vice president of products at Entersekt.

The new recruits cited their new employer’s technology platform as motivation for making the career change.

Current and former clients claim personal information, including Social Security and passport numbers, have been exposed due to negligence.

Tom Hood, CPA, CGMA, CITP, is the executive vice president of business engagement and growth at the AICPA-CIMA. He leads the Future of Finance initiative in the Americas Region, bringing together the top CFOs, CAOs, and controllers. He is one of LinkedIn's Top 100 Influencers and has been named the third-most influential person in accounting by Accounting Today. He was previously CEO of the Maryland Association of CPAs.

The 20 top-performers have generated gains well over 50% in the first seven months of the year.

The new additions help offset some recent departures at the wirehouse.

The change bars money managers from using some types of business entities to take advantage of an exemption to rules laid out in the 2017 tax law.