Seiler Elevates to Partner Two Tax Principals and Family Office Managing Director
REDWOOD CITY, Calif.--(BUSINESS WIRE)--Jan 5, 2023--
Seiler LLP, one of the nation’s leading advisory, tax, and accounting firms in the high-net-worth and closely held business space, is pleased to announce that the firm has promoted Joe Fernandez, Chaka Lockhart, and Tyler Stuckey to partner.
“Chaka, Joe, and Tyler each bring a unique skillset and path to our growing partner ranks, but the common denominators of exceptional client service, technical acumen, and credibility as leaders both internally and as part of the larger business community are all there,” said Seiler’s Chief Executive Officer George D. Marinos. “Few things are more rewarding than to see these career milestones being achieved, and I look forward to their continued excellence in the years to come.”
Fernandez, a CPA with more than 15 years of experience, specializes in cross-border tax compliance and planning for high-net-worth individuals and families, as well as international tax for privately held businesses. His knowledge of global tax reporting and compliance also includes expertise around in-bound and out-bound planning and reporting.
“It’s an honor to join the partnership and to advance my career with the extraordinary professionals at Seiler,” said Fernandez, who holds a Master’s degree in Taxation from Florida International University. “Our client base has increasing need for global tax expertise, and it’s exciting to consider how my area of specialization can both benefit our clients, as well as equip the next generation of advisors in this area of specialization.”
Lockhart, a CPA and formerly a managing director of Seiler’s Family Office group, has more than 20 years of experience overseeing personal financial and administrative services for ultra-high-net-worth individuals and families, as well as private foundations. Her experience encompasses all areas of personal financial management, accounting reporting and analysis, and domestic employee matters.
“My tenure at Seiler has been profoundly rewarding, and it’s been a rare opportunity to have been a part of the Seiler Family Office group’s explosive growth over the past few years,” said Lockhart, who is also a board member for Headlands Center for the Arts. “This promotion is tremendously meaningful to me personally for a lot of reasons, but especially because I look forward to continuing in the most interesting role I’ve ever had, working with extraordinary leaders and professionals.”
Stuckey, a tax advisor and CPA with more than a decade of experience, has spent his entire professional career at Seiler. He specializes in working with ultra-high-net-worth individuals and families, trusts, real estate entities, and privately held companies. His expertise includes tax advisory around complex financial transactions and client representation for tax audits and investigations.
“My story is unique, having started my career at Seiler and now making partner this year,” said Stuckey, who holds a Master’s degree in Accountancy from Golden Gate University. “Seiler has always felt like more than just a place to work for me – it’s been full of incredible opportunities to be mentored by senior leaders, to serve some of the world’s most influential people, and to work alongside some of the sharpest, hardest working people I’ve ever met. Now as a partner, I eagerly anticipate the future for the firm and myself.”
Seiler has been named to INSIDE Public Accounting’ s list of the “Top 100 Firms” 18 times and to the publication’s prestigious “Best of the Best” list 14 times. In 2022, the firm was again ranked among Accounting Today’ s list of “Top 100 Firms,” and the Silicon Valley Business Journal and San Francisco Business Times honored Seiler as one of the “Bay Area Best Places to Work.”
About Seiler LLP
For 65 years, Seiler has provided advisory, tax, and accounting services to some of the world’s most visionary and influential people, businesses, and non-profit organizations. Based in Silicon Valley and the San Francisco Bay Area, we are an independent member of HLB, the global advisory and accounting network. We deliver the sophisticated solutions, innovative thinking, global capabilities, and highly personalized service our clients require.
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CONTACT: Seiler LLP
Leah Yoneda, 650-365-4646
Director of Marketing
KEYWORD: CALIFORNIA UNITED STATES NORTH AMERICA
INDUSTRY KEYWORD: PERSONAL FINANCE FINANCE CONSULTING ACCOUNTING PROFESSIONAL SERVICES
SOURCE: Seiler LLP
Copyright Business Wire 2023.
PUB: 01/05/2023 09:00 AM/DISC: 01/05/2023 09:01 AM