Grant Thornton, the US member firm of Grant Thornton International Ltd has admitted three new Financial Service partners and a principal to the firm’s Financial Services practice in New York. Across the firm, Grant Thornton has admitted 26 new partners and principals.
Partners and principals admitted to the firm are thought leaders upon whom the firm relies to provide personalised attention in serving clients. These professionals have demonstrated consistently their ability to understand the industry issues faced by their clients and deliver hands-on service to help them meet their needs. They have also demonstrated long-term leadership in the accounting profession and the community.
“We have strengthened our Financial Services practice in New York with the addition of these well-recognised partners and principal with extensive experience advising financial services organisations on often very complex issues beyond tax and audit-related assignments,” says Jack Katz, national managing partner of Grant Thornton LLP’s Financial Services practice. “They are committed to serving our growing client base and each has demonstrated an exemplary level of professionalism and dedication in serving clients. We are proud to announce their appointments and we look forward to their future contributions.”
Erin Morrow, an Advisory Services principal, has 15 years of financial services industry experience that spans consulting, operational, regulatory compliance and project management assignments. In the course of her consulting on compliance, technology, internal audit and business process re-engineering issues, she has worked with a broad range of financial firms including commercial banks, investment banks, asset managers, broker-dealers and investment advisors. Erin, a Certified Anti-Money Laundering Specialist®, has helped financial services firms with refining their core financial and regulatory processes, trade processing and financial reporting. She is based in the firm’s New York Midtown office.
Greg Westfall, an Advisory Services partner, specialises in assisting companies, as well as their in-house and outside counsel, on forensic accounting matters, damages calculations, and business valuation-related issues. Greg has been retained as an expert in matters involving forensic accounting and damages. He has significant experience reporting to executive management, boards of directors, auditors, and in-house and outside counsel. Greg has expertise working with investment banks, hedge funds, private equity firms and dealing with complex structured products. He is a CFA charter holder and is based in the firm’s New York Midtown office.
James Norfleet, an Audit partner, will remain focused financial institutions. Jim, a 21-year audit and assurance service veteran, has advised some of Grant Thornton’s largest financial services clients, having worked with audit committees, boards of directors, management teams and regulators to tackle a diverse range of issues including financial and operational matters, information technology best practices, regulatory and compliance-related topics for financial institutions. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPAs). He is based in the firm’s New York Downtown office.
Joseph London, Audit partner, brings extensive public and private company experience to Grant Thornton’s Financial Services industry. He has deep understanding of complex investment partnerships, having advised private equity and hedge funds, fund of funds, mutual funds, as well as registered investment advisors, and broker-dealers. Joe, a member of the NYSSCPAs and the AICPA, also serves on Grant Thornton’s Financial Reform task force and its Financial Services Thought Leadership Committee. He is based in the firm’s New York Downtown office.
