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Ms. Rolle will join the banking, business and public finance client service group.
Mr. Cawthron will be a member of the tax advice and controversy client service group.
James M. Cole, a partner at the firm's Washington office, will join Mr. Danforth in the review, according to Daniel Schwartz, head of the firm's corporate compliance client service group.
Similar(57)
But the more genteel image cultivated by the private bank has clashed with the aggressive sales culture of the private client services group, current and former employees said.
There is a "psychology of conserving assets at present," said Richard Kohan, a partner in the private client services group of PricewaterhouseCoopers in Boston.
Mr. Gaspard, also 29, is a senior account executive at Visa, the credit card company, in New York, where he works in the client services group.
Until August 2008, the bride, 25, was the sales assistant in the private client services group at Bear Stearns, the investment bank in Manhattan.
Experts also offered advice on various other considerations for taxpayers this year: PROFESSIONAL PREPARATION "People will find that preparers are fussier about data this year," said Bill Fleming, a tax director in the private client services group of PricewaterhouseCoopers in Hartford.
Mr. DeMartini has been trying to combine the private bank with the private client services group, another division catering to the rich that once was part of Montgomery Securities, a California investment bank.
"The brokers working for the private client services group were ticked off at having to share their booty, and the bankers all thought the brokers were lower class," said one banker who has since left Bank of America.
Figuring out whether tax is owed on homes is not simple either, said Daniel L. Kesten, a partner in the private client services group at law firm Davis & Gilbert.
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