- By Daniel M. Kerrigan, CFA, ASA
- January 9, 2019
Lawrenceville, NJ/Boston, MA – Management Planning, Inc. (“MPI”) is pleased to announce the appointment of Elliot M. Rotstein as a Partner. “We are very proud to welcome Elliot into the partner group,” stated Dan Kerrigan, President of MPI. “Under Elliot’s direction, the firm has further strengthened its position in the New England region, adding new client relationships in the estate planning communities and positioning us for further growth in the litigation support, corporate advisory and complex valuation markets. His promotion to Partner is in response to his personal contribution to the firm’s growth and in recognition of his role as a key member of the senior team.”
Elliot joined MPI in 2012 following his employment with Fidelity Charitable. Based in the firm’s Boston office, Elliot oversees all client engagements in New England. Elliot has broad experience coordinating valuations for many purposes across a wide range of industries and business types including real estate development, carried interests in alternative asset management firms, bio-tech, asset backed securities, manufacturing, distribution, hospitality and closely held family enterprises of all sizes.
Elliot is an advisor and valued partner to professionals in the tax, wealth planning and estate planning community. He enjoys helping successful individuals and families plan for and execute wealth transfer strategies and working with closely-held companies through a variety of corporate planning initiatives.
Elliot is active in numerous community and industry organizations and currently serves on the Board of Directors for the Boston Estate Planning Council.
MPI, a prestigious national consulting firm founded in 1939, specializes in business valuation, forensic accounting, litigation support and corporate advisory work. MPI provides fairness opinions, sell-side and buy-side advisory services through its investment banking affiliate MPI Securities, Inc. MPI conducts every project as if it is going to face the highest level of scrutiny, and its senior professionals have extensive experience presenting and defending work product in front of financial statement auditors, management teams, corporate boards and fiduciaries, the IRS, other government agencies, and in various courts.