July 31, 2025

Alvarez & Marsal Tax Announces an Industry Notable as Growth Markets Leader and Key Leadership Appointments

Former EY Deputy Global Vice Chair of Tax, Michael Bertolino, joins A&M Tax to develop and implement growth strategies worldwide

New York, July 31, 2025Alvarez & Marsal Tax, (A&M Tax), an affiliate of leading global professional services firm Alvarez & Marsal (A&M), has appointed Michael Bertolino as its first Global Markets Leader. The newly created role reflects the firm’s commitment to scaling international capabilities, enhancing cross-border collaboration, and delivering seamless solutions to clients worldwide.

Mr. Bertolino, who joins as Managing Director, will lead efforts to strengthen client engagement across global markets, aligning strategy, talent acquisition, and services to support growth. His arrival coincides with a series of internal leadership appointments that collectively expand the firm’s capacity to address complex, multi-jurisdictional needs. 

“Clients are focused on value, agility and an advisor’s ability to collaborate as a strategic partner,” Ernesto “Ernie” Perez, Global Head of A&M Tax, said, “The timing of Michael joining aligns with our ongoing ambitious growth plans and his experience as a leader and advisor will strengthen our focus on outcomes and high-touch execution for our clients around the world.”

Prior to joining A&M, Mr. Bertolino was with EY where he held the position of Global Leader, People Advisory Services. Previously, he was Deputy Global Vice Chair of Tax based in the UK.

Mr. Bertolino noted, “A&M is known for its entrepreneurial culture along with a singular focus on execution. The result is the firm’s unmatched agility, obsession with client service and a hands-on problem-solving ethos that sets it apart from the herd of firms making promises without performance. This is a team of world-class professionals who lead by example, innovate with purpose, and consistently deliver results far beyond decks and strategy.”

Concurrent with Mr. Bertolino joining, A&M Tax announced several key leadership appointments aimed at supporting growth and integration:

  • Adam Benson has been named Head of A&M Tax U.S. He will retain leadership of the U.S. Global Transaction Tax (GTT) practice as well. Adam has been with the organization for 14 years and has led the GTT U.S. team since 2018.
  • Jeffrey Schwarcz will lead the GTT U.S. Private Equity practice, collaborating closely with teams across Restructuring Tax, the National Tax Office, and Licensing Advisory Services.
  • Dan Peters has been appointed the Global Head of Transfer Pricing.
  • Justin Whitehouse has been appointed the Global Head of Indirect Tax.

Mr. Perez commented, "I am honored to announce these appointments. As we build a truly integrated practice, we must empower exceptional leaders who are committed to collaboration and who can remain agile amid fast paced change and the complexities that accompany globalization. I am confident that Mike, Adam, Jeff, Dan, and Justin will bring high performing teams to market, strengthen our global connectivity and lead with the integrity that sets the standard for excellence.”

About Alvarez & Marsal
Founded in 1983, Alvarez & Marsal is a leading global professional services firm. Renowned for its leadership, action, and results, Alvarez & Marsal provides advisory, business performance improvement, and turnaround management services, delivering practical solutions to address clients' unique challenges. With a worldwide network of experienced operators, world-class consultants, former regulators, and industry authorities, Alvarez & Marsal helps corporates, boards, private equity firms, law firms, and government agencies drive transformation, mitigate risk, and unlock value at every stage of growth.

About Alvarez & Marsal Tax

Alvarez & Marsal Tax part of Alvarez & Marsal (A&M), a leading global professional services firm, is an independent tax group made up of experienced tax professionals dedicated to providing customized tax advice to clients and investors across a broad range of industries. Its professionals extend A&M's commitment to offering clients a choice of advisers who are free from audit-based conflicts of interest and bring an unyielding commitment to delivering responsive client service. A&M Tax has offices in major metropolitan markets throughout the Americas, EMEA, and APAC.

To learn more, visit: AlvarezandMarsal.com.

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