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Kevin Roche, a partner in Orrick's New York office, is a member of its public finance department.

Lorraine McGowen, a partner at Orrick, is a leading bankruptcy and restructuring attorney.

Jenna Magan is co-head of Orrick's Public Finance Group and is a partner in the Sacramento office.

Emanuel "Manny" Grillo is a partner in the restructuring practice at Orrick, Herrington & Sutcliffe in New York.

The decision to rejoin the CEO and chairman roles comes roughly two months after regulators removed an asset cap that had stunted the San Francisco-based company's growth for seven years.

The American College of Financial Services and RISR are collaborating as a BNY Wealth report showcased the planning complexities of owner succession deals.

The top Democrat on the Senate Finance Committee wants information about whether the IRS has done any audits or investigations of Epstein's tax planning work.

Jeff Wilcoxon is the Senior Strategy and Corporate Development Principal for VIU by HUB. He drives broader enterprise-level strategic partnerships for VIU, helps source and drive acquisition prospects that align with the VIU strategy, and develops strategies that help further position VIU to enhance its value proposition as a modern digital broker.

Prior to VIU by HUB, Jeff held leadership roles in corporate strategy and strategic partnerships at Nationwide Insurance. Other experience includes leading global consumer insights on the connected car strategy team at General Motors, strategy and operations consulting at Accenture, and various other roles in banking and consulting. Jeff is also an entrepreneur and co-owner of a fifth-generation family ice cream business where he assists with strategy, marketing, and financial planning in his spare time.