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Accounting

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Brian J, Baltz

Partner, Willkie Farr & Gallagher LLP

Brian is a partner in Willkie’s Asset Management Department, where he is a part of the Regulatory & Enforcement practice.

Brian has significant experience with regulatory issues across broker-dealer, investment adviser and bank fiduciary businesses of financial institutions. A former Securities and Exchange Commission attorney, Brian’s practice focuses on regulatory and compliance advice to investment advisers, broker-dealers, bank fiduciaries, and municipal advisors. He regularly assists clients in developing practical approaches to address complex issues under the U.S. federal and state securities laws, OCC rules governing bank fiduciaries, and laws governing retirement account fiduciaries under ERISA and Section 4975 of the Internal Revenue Code of 1986. Brian also guides clients in seeking regulatory relief and navigating examination and enforcement matters involving federal and state regulators.

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Brian J, Baltz

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Brian J, Baltz

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