PEOPLE ON THE MOVE

Accounting

UHY

Pam Mosiello has joined UHY LLP as a Partner in the rm’s Tax Practice in NYC. Pam has over 20 years of experience providing tax and nancial advisory services to individuals, family of ce clients, trusts and estates, private foundations and closely held businesses. She has extensive experience with foreign reporting requirements and multistate tax planning for individuals approaching retirement. Pam primarily works with high-networth individuals, trusts and estates, and hedge funds.

Accounting

UHY

Ro Sokhi has joined UHY LLP as a Partner in the rm’s Audit and Attest Practice in NYC. With over 15 years of experience providing audit and accounting services for public and private companies, Ro completes audits for publicly listed companies, as well as preIPO and SPACs seeking to go public, and provides guidance relating to nancing, and other critical business issues. He has extensive knowledge regarding SEC reporting requirements and regulations.

Accounting

UHY

Venus Wu has been promoted to Partner at UHY LLP in the rm’sAudit and Attest Practice in NYC. Venus specializes in attestation and consulting for various domestic and international entities. She advises clients on internal controls issues relating to operational ef ciency and effectiveness, as well as U.S. multinational company issues. She strives to be a driving force at UHY in addressing global challenges through the rm’s increased work with ESG.

Financial Services

J.P. Morgan Private Bank

Eileen Lim has joined J.P. Morgan Private Bank in New York City as an Executive Director and Investment Specialist. Offering a high-touch point of access for ultrasophisticated institutional and private investors, Eileen focuses on providing the resources necessary to guide clients in making nancial decisions. Having lived in many countries, she serves as a bridge to offer a global perspective, one that is grounded in holistic wealth management. Eileen joins the rm from UBS.

Financial Services

J.P. Morgan Private Bank

Frederick Schoenhut has joined J.P. Morgan Private Bank in New York City as a Vice President and Banker. Fritz works closely with current business owners as well as emerging wealth creators whose needs are evolving toward more sophisticated sets of objectives. He delivers a customized roadmap that extends far beyond investment management to include longterm strategies for lending, trust and estate planning, banking and more. Fritz joins the rm from Peapack Private Wealth Management.

INFORMATION / DATA TECHNOLOGY

Alkymi

Andrea Remyn Stone has been added to Alkymi’s Board of Directors. Stone was previously CEO of the $6.5 billion Data and Analytics division of the London Stock Exchange Group and Global Head of Strategy for Bloomberg LP. Her 25 years of strategy experience will assist in pinpointing the needs of nancial services operational teams, boosting Alkymi’s drive to accelerate critical decision making with work ow automation tools built for business users.

Insurance

HUB International Northeast

Linda Merenguelli has been promoted to Senior Vice President and Chief Marketing Of cer (CMO) of HUB International Northeast. In this role, Linda will lead the rm’s placement efforts and manage carrier relationships to ensure optimal outcomes for HUB Northeast’s clients and carrier partners. She will also serve as a member of the Commercial Lines Executive Management Team. Linda is an insurance industry veteran with over 20 years of experience.

Legal

Petrillo Klein + Boxer LLP

Petrillo Klein + Boxer LLP is pleased to announce that Adam H. Schuman has joined the rm as a partner. Adam most recently served as General Counsel for Menai Financial Group, a provider of institutional-grade digital asset services, and has more than 30 years’ experience as a senior attorney in corporations, law rms, and government. Adam will be serving clients in commercial, regulatory and white collar investigations and litigations. www.pkbllp.com