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Dec. 17, 2012 /PRNewswire/ -- Barclays announces that it has hired
Alpa Patel as Directors in the
New York and
San Francisco offices of the Wealth and Investment Management division. In these newly created roles, they will advise high net worth clients and related entities on domestic and international wealth structuring, multi-generational estate planning, wealth preservation strategies, and planned charitable giving.
"We are extremely pleased to welcome professionals of Stephen and Alpa's caliber to Barclays" said
Mitch Cox, Head of Wealth Management, Americas for Barclays. "As we seek to organize, preserve and enhance our clients' wealth across generations, Stephen and Alpa's wealth management experience will be invaluable in supporting our client's lifestyles and broader ambitions for their families."
Mr. Liss will join the
New York-based team which includes
Anthony Ruscigno, Director and
Kristen Rode, Assistant Vice President. Ms. Patel will be based in the
San Francisco office and will serve clients in the West Coast and
Texas regions. Both will report to
Chris Johnson, Director.
Mr. Liss was previously a Partner at the international law firm Withers Bergman LLP where he worked for 11 years. He holds a B.A. in History and Africana Studies from
Vassar College., a J.D. from
Georgetown University Law Center (cum laude), and a Master of Laws (LL.M.) in Taxation from the
New York University School of Law. Mr. Liss has been admitted to practice law in
New York State,
Connecticut and the United States Tax Court. He is also a member of the American Bar Association (Real Property, Trust and Estate Law Section), the Connecticut Bar Association, and the Society of Trust and Estate Practitioners. Mr. Liss has authored a number of articles and has been published in the
Estate Planning Journal, the
Journal of Taxation,
Trusts and Estates Magazine, the
STEP Journal and
Private Wealth, among others.
Ms. Patel brings 18 years of experience advising corporate executives and high net worth individuals on a range of wealth planning matters. Most recently she served as the West Coast Head for the Wealth Planning Group at Credit Suisse and was a frequent speaker and presenter to Silicon Valley corporate executives and charitable institutions. Ms. Patel has substantial experience in working with clients on their philanthropic goals, including the formation and oversight of private foundations and assisting clients with establishing donor advised funds. Prior to joining Credit Suisse, Ms. Patel practiced law for Bronson, Bronson & McKinnon and later with
Bryan, Hinshaw & Barnet, LLP. She started her legal career with the U.S. Securities and Exchange Commission, in the Enforcement Division. Ms. Patel holds a J.D. and a Master of Laws (LL.M.) in Taxation with honors, from
Golden Gate University School of Law.
"I look forward to working with Stephen and Alpa as we continue to build relationships and provide clients sophisticated solutions to help them meet their complex financial goals," says
Chris Johnson, Director.
With 13 offices across the U.S. including the Barclays Wealth Trustees (U.S.), NA., the Wealth and Investment Management division of Barclays provides comprehensive wealth management to high net worth individuals and families. The firm focuses on understanding its clients' financial needs, personal aspirations and tolerance for risk in order to design and implement highly customized investment solutions.