Simon Joins Alvarez & Marsal to Lead Financial Services

Advisor - People | Jun 05, 2025 | Alvarez and Marsal

Alvarez & Marsal Tax has announced the appointment of Daniel Simon as a new Managing Director and Financial Services Leader. This strategic hire aims to bolster A&M Tax’s talent pool and leverage its integrated platform to provide value-driven solutions to clients. Mr. Simon’s leadership is expected to enhance the firm's capabilities in delivering comprehensive tax advisory services in the financial services sector.

Sectors

  • Financial Services
  • Professional Services

Geography

  • United States – The expansion of Alvarez & Marsal's team with Daniel Simon is focused on the US market.

Industry

  • Financial Services – The appointment of Daniel Simon is significant for Alvarez & Marsal's tax advisory services within the financial services sector.
  • Professional Services – Alvarez & Marsal is a professional services firm offering advisory in tax and other areas, emphasizing their strategic expansion in the US.

Financials

    Participants

    NameRoleTypeDescription
    Alvarez & MarsalEmployer/Advisory FirmCompanyA global professional services firm specializing in turnaround management and performance improvement.
    Daniel SimonFinancial Services Leader and Managing DirectorPersonNewly appointed to lead the financial services sector for Alvarez & Marsal Tax in the US.