Deloitte & Touche recently named two co-leads for the CLO services unit of its securitization practice, Hillel Caplan and Lynda Lazzari.
Caplan, a Deloitte Advisory partner, has more than 22 years of experience serving asset management clients. He works out of the firm’s New York office. In addition to his new role, which is focused on financial technology offerings to collateralized loan obligations, Caplan will continue to serve as a Deloitte Advisory partner, co-lead of Deloitte & Touche’s Financial Technology practice and leader of Deloitte & Touche’s CLO software offerings.
Lazzari, a Deloitte Advisory director, has more than 25 years of experience serving financial service institution clients. She works out of the firm’s Jersey City, N.J., office. Lazzari’s co-leadership of the CLO Services Practice will focus on transactional services related to portfolio compliance and cash flow modeling for CLOs. Lazzari will continue to coordinate closely with the firm's broader Advisory and Tax Practices delivering valuation, financial accounting and reporting, and tax services.
Both assumed their new roles in March, though the moves were just announced internally. They replace Pheobe Moreo, who recently retired, according to a Deloitte spokesperson.
Together, Caplan and Lazzari will broaden the firm’s focus on the entire asset management sector, providing traditional and innovative services to clients while also collaborating closely with Deloitte tax leaders.
