Duncan Campbell to Lead Baker Tilly’s Private Wealth Practice

Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) appoints Partner Duncan Campbell to lead the private wealth practice effective June 1.

“Duncan understands the complexities of private wealth clients’ needs,” said Joe O’Neill, president - Baker Tilly Wealth Management and managing partner - tax operations. “His ability to amplify the individual strengths of his team members to create big picture solutions makes him the right leader for this team to serve our high-net-worth individual and family clients.”

In his new role, Campbell will be responsible for strategy and operations of Baker Tilly’s private wealth practice which brings innovative solutions and services for high-net-worth individuals, family offices and families who own businesses.

“I’m honored to lead our team of talented professionals in bringing forward-thinking solutions to help our clients grow and protect their legacies,” Campbell said. “We know each of our private wealth clients’ needs are unique and their goals will shift and scale over time. We’re here to help them navigate the short and long term.”

Campbell joined Baker Tilly in 2019 after spending 14 years at a CPA firm in Dallas. He has worked with ultra and high-net-worth individuals, family groups and family partnerships for most of his career. Campbell has advised clients on many areas of tax including mergers and acquisitions, family office structuring and restructurings, and tax mitigation strategies.

Learn more about Baker Tilly’s private wealth practice: bakertilly.com/services/private-wealth.

About Baker Tilly US, LLP (bakertilly.com)

Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 38,000 professionals and a combined worldwide revenue of $4.3 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Twitter.

Investment advisory services are offered through Baker Tilly Wealth Management, LLC, a registered investment adviser. Baker Tilly Wealth Management, LLC is controlled by Baker Tilly US, a tax, accounting and advisory firm, trading as Baker Tilly. Baker Tilly is a member of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities.

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