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Practice Management > Building Your Business

New Hire Roundup: Senate Finance Names Getz Tax Counsel

By Marlene Y. Satter

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New Hires logoThis week in new hires, Kara Getz joined the Senate Finance Committee as tax counsel; the Investment Company Institute named Michelle Mesack director, financial services policy; and Roberto Roffo went to Advisors Asset Management.

Also, Allegiance Marketing Group added five to its sales team, the Internal Revenue Service named four to assist its new acting commissioner, and OneAmerica promoted John Mason.

Senate Finance Welcomes Kara Getz as Tax Counsel

Senate Finance Committee Chairman Max Baucus, D-Mont., named Kara Getz as tax counsel for the committee, where she will work on taxation and pension issues.

Getz joins the committee from the office of Rep. Richard Neal, D-Mass., where she was tax counsel and legislative director, advising the congressman on taxation, pension and budget issues. Prior to joining Neal’s office, she was chief counsel for the Senate Special Committee on Aging for Chairman Herb Kohl, D-Wis. Before that, she served as tax counsel for Sen. Gordon Smith, R-Ore., for almost four years. Getz also has experience in the private sector.

Mesack Named Director, Financial Services Policy at ICI

The Investment Company Institute announced that Michelle Mesack has joined as director, financial services policy. She will report to Donald Auerbach and Dean Sackett III, chief government affairs officers and co-heads.

Mesack joined from the Mutual Fund Directors Forum, where she served as counsel, managing outreach to Congress and advocating for the forum’s policy positions before regulatory agencies. Prior to that, she served as an associate with K&L Gates’ investment management practice group. Earlier, she worked as a legislative assistant to Rep. John Shimkus, R-Ill., and as legislative analyst for the House Republican Conference.

Advisors Asset Management Appoints Roffo

Advisors Asset Management announced that it has hired Roberto Roffo as senior vice president and portfolio manager to expand its tax-exempt management capabilities, primarily with municipal fixed income strategies. He will be based in the firm’s Princeton, N.J., office.

With more than 20 years of portfolio management experience, Roffo served for seven years as the managing director/senior portfolio manager of SMC Fixed Income Management. Earlier, he was the managing director at Claymore Advisors and director for Merrill Lynch Asset Management.

Allegiance Marketing Group Announces New Additions

Allegiance Marketing Group has announced five new additions to its sales team.

Michael Seabolt has joined as vice president of business development. Previously, he was president of Bolt Capital Consultants.

Ian McDowell has joined as a senior director of life sales. Earlier, he was the senior director of life sales for a nationally known field marketing organization.

Tobias Vogelsang joined as a director of business development. Previously, he served as a senior financial advisor/life and annuity specialist at Newbridge Securities.

Shelley Porter has joined as a recruiter. Prior to joining, she was the Internet sales manager for Earl Stewart Toyota of North Palm Beach.

Hunter Cray also joined as a recruiter. He was previously the assistant controller at Shamoun & Norman.

IRS Names Maloy, Grams, Fisher and O’Connor

The Internal Revenue Service announced that Heather Maloy, W. Todd Grams and David Fisher have been selected to assist Danny Werfel, the agency’s new acting commissioner. In addition, Jennifer O’Connor will join the chief counsel’s office.

Maloy will serve as deputy commissioner for services and enforcement. She spent more than three years as commissioner of the IRS large business and international (LB&I) division. From 2006 to 2009, Maloy served in private practice with Skadden, Arps, Slate, Meagher & Flom in its Washington, D.C., office. From 1994 to 2006, she held a wide variety of positions at the IRS, including associate chief counsel for both the income tax & accounting division and the passthroughs & special industries division. She also served as assistant to the commissioner, deputy associate chief counsel and acting deputy chief counsel.

Grams, named chief of staff, comes back to the IRS from the Department of Veterans Affairs (VA), where he served since November of 2009 in roles that included executive-in-charge of the office of management, performance improvement officer and chief financial officer. He also served at the U.S. Department of Commerce’s National Institute of Standards and Technology (NIST) from July 2006 to November 2009. Previously at the IRS, he was CIO from 2003 through 2006 and CFO from 2001 through 2003. Earlier, he served at VA from 1994 to 2000 as the first CFO of the Veterans Health Administration (VHA). He served in a variety of positions at the Office of Management and Budget from 1983 to 1994. Fisher formerly served as the first permanent director of the Business Transformation Agency within the Department of Defense (DOD). He also held other leadership positions, including defense enterprise integration executive and special assistant to the deputy under secretary of defense (financial management). Prior to joining DOD, Fisher was managing drector with BearingPoint.

O’Connor, who will serve as a counselor to both Werfel and IRS Chief Counsel William Wilkins, most recently was a partner with Washington’s Wilmer Hale law firm, where she has been since 2002.

OneAmerica Promotes Mason to SVP

OneAmerica Financial Partners announced that John Mason has been promoted to SVP. He was named CIO in 2012 and retains that title.

Mason has 27 years of investment experience with the OneAmerica companies. Prior to being named CIO, he served as vice president of the investments.

Read the May 30 New Hire Roundup at AdvisorOne.

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