– USA, TX – Blucora, Inc. (NASDAQ: BCOR), a leading provider of technology-enabled, tax-focused financial solutions, today announced the appointment of Kan Kotecha and Rick Leaman to its Board of Directors, effective immediately.
About Kan Kotecha
Mr. Kotecha is currently a VP of Engineering at Google Inc. and previously served as CTO at Morgan Stanley Wealth Management where he led a team of over 600 professionals. He brings to the Board extensive experience in technology, cybersecurity, and large-scale systems integration.
Mr. Kotecha currently serves as a VP of Engineering at Google Inc., a role he has held since January 2015. As VP of Engineering, Mr. Kotecha is leading the digital transformation of Google’s internal functions across Finance, HR, Legal, Marketing, and Real Estate. Before this role, Mr. Kotecha served as CTO at Morgan Stanley Wealth Management from May 2010 to December 2015, where he was integral to the successful integration of Smith Barney, which was acquired by Morgan Stanley from Citigroup, with Morgan Stanley’s Wealth Management platform. From 1992 to 2009, Mr. Kotecha held multiple roles at Morgan Stanley ranging from technical infrastructure to application development throughout the world, including in London, Zurich, Moscow, and India. From 2009 to 2010, Mr. Kotecha served as lead for Corporate Engineering at Google London. Mr. Kotecha serves as Vice-Chair for the Special Olympics of New York.
Mr. Kotecha holds a Bachelor of Science in Computer Science from the University of Hertfordshire in the United Kingdom.
About Rick Leaman
Mr. Leaman joins the Board with over 30 years of experience in investment banking, most recently as Managing Partner of Moelis & Co. Mr. Leaman also served as a Director on the Moelis & Co. board. His specialized knowledge of capital markets and investment banking is beneficial to Blucora, particularly about M&A, capital allocation, and other strategic initiatives.
Mr. Leaman has spent over 30 years in the investment banking industry, most recently serving as Vice Chairman and Managing Director of Moelis & Company (NYSE: MC), an investment bank. From September 2015 to March 2019, Mr. Leaman served as Vice Chairman and Managing Director of Moelis & Company. From 2012 until September 2015, Mr. Leaman served as Managing Partner of Moelis & Company. From 2010 until 2012, Mr. Leaman was a Managing Director at Moelis & Company. He also served on its board of directors from April 2014 to July 2018. Mr. Leaman retired in 2019 and has overseen private investments since that time. Mr. Leaman began his investment banking career at Smith Barney, Harris Upham & Co. Incorporated in 1986 and then moved to Dillon Read & Company in 1993 until it was acquired by Swiss Bank Corporation in 1997. Swiss Bank Corporation merged with Union Bank of Switzerland and was renamed UBS Group AG in 1998. While at UBS, Mr. Leaman served in various capacities, including Joint Global Head of Mergers and Acquisitions, both Joint Global Head and Global Head of Investment Banking, and Chairman of Investment Banking. Mr. Leaman also served on the Group Management Board of UBS and the Executive and Risk Committees of UBS Investment Bank. Mr. Leaman left UBS to join Moelis & Company in 2010.
Mr. Leaman received his A.B. in Economics and his MBA from Duke University.
About Blucora
Blucora, Inc. is a provider of data and technology-driven solutions that empower people to improve their financial wellness. Blucora operates in two segments
- wealth management, through its Avantax Wealth Management and Avantax Planning Partners brands, with a collective $89 billion in total client assets as of December 31, 2021,
- tax software, through its TaxAct business, a market leader in tax software with over 3 million consumer users and approximately 24,500 professional users in 2021.
With integrated tax-focused software and wealth management, Blucora is uniquely positioned to assist our customers in achieving better long-term outcomes via holistic, tax-advantaged solutions.
For more information: https://www.blucora.com/
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