This week in personnel announcements and new hires, Joann Needleman was named to the Consumer Financial Protection Bureau’s consumer protection advisory board; Rear Admiral Steve Branham, USCG (Ret.) has joined 3ethos; and Dave Rau was chosen to lead the trust tax group at U.S. Bank Wealth Management.
Also, Antonia Apps is joining Milbank, and AssetMark brought in Jerry Chafkin as chief investment officer.
Needleman Named to Advisory Board at CFPB
Joann Needleman, president of the National Association of Retail Collection Attorneys, has been appointed to the consumer protection advisory board of the CFPB. The board’s purpose, according to the Dodd-Frank Act, is to “advise and consult with the Bureau in the exercise of its functions under the federal consumer financial laws” and “provide information on emerging practices in the consumer financial products or services industry, including regional trends, concerns, and other relevant information.”
Needleman is vice president of Maurice & Needleman, P.C., where she is the managing attorney of the firm’s Philadelphia office. She is a member of the American Bar Association and the Pennsylvania Bar Association and is a past president of the Pennsylvania Creditors’ Bar Association.
Branham Joins 3ethos
Rear Admiral Steve Branham, USCG (Ret.) has joined the ranks of 3ethos as a cofounder and executive vice president. He will work with Don Trone, 3ethos’ founder and CEO, to deliver the leadership training programs for elite financial advisors, which are being conducted at West Point, NY. In addition, he will be assisting with the development and promulgation of professional standards which integrate the three metrics–leadership, stewardship and governance.
Branham retired from the U.S. Coast Guard after a 37-year career that included command of the Seventh Coast Guard District; serving as the “CFO” of the Coast Guard and as the commanding officer of four Coast Guard cutters.
Rau to Head Trust Tax Group at U.S. Bank Wealth Management
Dave Rau has been chosen to head the trust tax group at U.S. Bank Wealth Management.