Avantax Announces Appointment of Tabitha Bailey as Chief Legal Officer and Corporate Secretary
26 Gennaio 2023 - 2:30PM
Avantax, Inc. (NASDAQ: AVTA) (formerly known as Blucora, Inc.
(NASDAQ: BCOR)), a leading provider of tax-focused wealth
management services, today announced that Tabitha Bailey has been
appointed Chief Legal Officer and Corporate Secretary, succeeding
Ann J. Bruder, who has stepped down from her role as Chief Legal,
Development and Administration Officer after nearly six years in
the role. Ms. Bruder has agreed to continue to work with Avantax in
a consulting role through the end of June to support the
transition.
“Tabitha has been a meaningful member of the
Avantax team since she first joined the company, and we are very
pleased to announce her appointment as Chief Legal Officer and
Corporate Secretary. Avantax has significant opportunity with the
wealth management sector, and Tabitha’s deep expertise in
governance, SEC compliance, strategic and commercial transactions
and other corporate matters will be an important aspect of helping
us meet our objectives,” said Chris Walters, Chief Executive
Officer. “On behalf of the entire leadership team and the board of
directors, I would also like to thank Ann for her extensive
contributions to the company as we grew our distinctive lines of
business and unlocked value for our shareholders, including through
the sale of TaxAct. We wish her all the best in her future
endeavors.”
“I am thrilled to hand the reins of the Legal
and Compliance organizations to Tabitha, who is a skilled and
strategic leader as well as an exceptional attorney. I wish Tabitha
and Avantax every success in the future,” said Ms. Bruder.
Ms. Bailey joined Avantax in November 2020
as Vice President, Legal Affairs and SEC Counsel. Prior to Avantax,
Ms. Bailey spent just under two years as Vice President, General
Counsel and Corporate Secretary at TransAtlantic Petroleum Ltd.
Earlier in her career, she worked in private practice for seven
years. She received her Juris Doctorate degree from Vanderbilt
University Law School and Bachelor of Arts degree in International
Studies from the University of Mississippi.
About Avantax®
Avantax, Inc. (NASDAQ: AVTA) delivers
tax-focused wealth management solutions for Financial
Professionals, tax professionals and CPA firms, supporting our goal
of minimizing clients’ tax burdens through comprehensive
tax-focused financial planning. We have two distinct, but related,
models within our business: the independent Financial Professional
model and the employee-based model. We refer to our independent
Financial Professional model as Avantax Wealth Management®. Avantax
Wealth Management offers services through its registered
broker-dealer, registered investment advisor (RIA), and insurance
agency subsidiaries and is a leading U.S. tax-focused independent
broker-dealer that works with a nationwide network of Financial
Professionals operating as independent contractors. We refer to our
employee-based model as Avantax Planning Partners℠. Avantax
Planning Partners offers services through its RIA and insurance
agency by partnering with CPA firms to provide their consumer and
small-business clients with holistic financial planning and
advisory services. Collectively, we had $73 billion in total client
assets as of September 30, 2022.
For additional information, please visit us at
www.avantax.com.
Investors:Dee LittrellInvestor Relations(972)
870-6463IR@Avantax.com
Media:Gagnier CommunicationsDan Gagnier (646)
569-5897avantax@gagnierfc.com
Grafico Azioni Blucora (NASDAQ:BCOR)
Storico
Da Mag 2024 a Giu 2024
Grafico Azioni Blucora (NASDAQ:BCOR)
Storico
Da Giu 2023 a Giu 2024