BARCLAYS HIRES STEPHEN LISS AND ALPA PATEL AS OFFICE DIRECTORS

(The following is a reformatted version of a press release
issued by Barclays and received via e-mail. The release was
confirmed by the sender.) 
December 17, 2012 
Barclays Hires Stephen Liss and Alpa Patel as Directors to the
New York and San Francisco Offices 
Barclays announces that it has hired Stephen Liss and Alpa Patel
as Directors in the New York and San Francisco offices of the
Wealth and Investment Management division. In these newly
created roles, they will advise high net worth clients and
related entities on domestic and international wealth
structuring, multi-generational estate planning, wealth
preservation strategies, and planned charitable giving. 
“We are extremely pleased to welcome professionals of Stephen
and Alpa’s caliber to Barclays” said Mitch Cox, Head of Wealth
Management, Americas for Barclays. “As we seek to organize,
preserve and enhance our clients’ wealth across generations,
Stephen and Alpa’s wealth management experience will be
invaluable in supporting our client’s lifestyles and broader
ambitions for their families.” 
Mr. Liss will join the New York-based team which includes
Anthony Ruscigno, Director and Kristen Rode, Assistant Vice
President. Ms. Patel will be based in the San Francisco office
and will serve clients in the West Coast and Texas regions. Both
will report to Chris Johnson, Director. 
Mr. Liss was previously a Partner at the international law firm
Withers Bergman LLP where he worked for 11 years.  He holds a
B.A. in History and Africana Studies from Vassar College., a
J.D. from Georgetown University Law Center (cum laude), and a
Master of Laws (LL.M.) in Taxation from the New York University
School of Law. Mr. Liss has been admitted to practice law in New
York State, Connecticut and the United States Tax Court.  He is
also a member of the American Bar Association (Real Property,
Trust and Estate Law Section), the Connecticut Bar Association,
and the Society of Trust and Estate Practitioners. Mr. Liss has
authored a number of articles and has been published in the
Estate Planning Journal, the Journal of Taxation, Trusts and
Estates Magazine, the STEP Journal and Private Wealth, among
others. 
Ms. Patel brings 18 years of experience advising corporate
executives and high net worth individuals on a range of wealth
planning matters. Most recently she served as the West Coast
Head for the Wealth Planning Group at Credit Suisse and was a
frequent speaker and presenter to Silicon Valley corporate
executives and charitable institutions. Ms. Patel has
substantial experience in working with clients on their
philanthropic goals, including the formation and oversight of
private foundations and assisting clients with establishing
donor advised funds. Prior to joining Credit Suisse, Ms. Patel
practiced law for Bronson, Bronson & McKinnon and later with
Bryan, Hinshaw & Barnet, LLP. She started her legal career with
the U.S. Securities and Exchange Commission, in the Enforcement
Division. Ms. Patel holds a J.D. and a Master of Laws (LL.M.) in
Taxation with honors, from Golden Gate University School of Law.
“I look forward to working with Stephen and Alpa as we continue
to build relationships and provide clients sophisticated
solutions to help them meet their complex financial goals,” says
Chris Johnson, Director. 
With 13 offices across the U.S. including the Barclays Wealth
Trustees (U.S.), NA., the Wealth and Investment Management
division of Barclays provides comprehensive wealth management to
high net worth individuals and families. The firm focuses on
understanding its clients’ financial needs, personal aspirations
and tolerance for risk in order to design and implement highly
customized investment solutions. 
(sgp) NY 
#<278855.14078.3.1.0.0.76>#
 
 
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