Our Services

Unclaimed Property Services

True Partners' Unclaimed Property team has extensive experience and expertise in the complex and evolving area of unclaimed property.  Our key management group has been working together and exclusively in the area of unclaimed property for over a decade, providing us with unmatched depth and consistency of experience.  True Partners Unclaimed Property Team, one of the largest in the nation, is comprised of professionals with diverse backgrounds, including industry and government.  

Our team has worked together to assist Fortune 500, 1000, and middle market companies across all industries.  The unrivaled “got your back” approach of our dedicated and experienced professionals has saved our clients hundreds of millions of dollars.  
 
 



Unclaimed Property Leadership

Cathleen A.   Bucholtz
Cathleen A. Bucholtz
Managing Director
Tel. No:818-650-5801
Fax No:818.650.5851
Jim   Sadik
Jim Sadik
Managing Director
Tel. No:508-667-3408
Fax No:631-777-6396
Steven   Swaigenbaum
Steven Swaigenbaum
Director - Unclaimed Property
Tel. No:818-650-5831
Fax No:818.650.5881
Robert M.   Tucci
Robert M. Tucci
Managing Director
Tel. No:972-338-3673
Fax No:(213) 417-2559
Troy R.   Wangen
Troy R. Wangen
Director - Unclaimed Property
Tel. No:312-588-3430
Fax No:312-588-3480


Meet the Rest of Our Unclaimed Property Team

Matthew Chenowth
Senior Manager
818.650.5827
Michelle Moloian
Compliance Senior Manager
818.650.5804
 
Aaron Kezele
Senior Manager
818.650.5826
Jim Weigand
Senior Manager
972.338.3672
 
Robert Joseph
Manager
972.338.3671
Thomas Ross
Manager/Quantitative Analyst
646.356.7212
 

Kenneth Kovacevich
Manager
818.650.5836
Kenneth.Kovacevich@TPCtax.com

Maxwell Brattvet
Manager
818.650.5825
Maxwell.Brattvet@TPCtax.com
 
Angelica Herrera
Manager
312.588.3435
Angelica.Herrera@TPCtax.com

 

Heather Shanley
Manager
818.650.5815
Heather.Shanley@TPCtax.com

 
 
   

 

 

M&A Spotlight

Is UP part of your due diligence process?

No matter the M&A climate, companies often inadvertently inherit an unknown liability from the companies that they acquire. That liability is unclaimed property (“UP”), and it can remain hidden until long after the deal closes.
 
 

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