Geller & Company, a premier strategic financial advisory firm, has announced that Tricia Levin has been named Partner in Charge of Geller Tax Services (GTS). Ms. Levin will be responsible for developing and shaping the tax business strategy for the firm and its clients. She will also play a key role as part of the executive team of Geller Family Office Services LLC (GFOS), the firm’s family office and wealth advisory business, and help guide its strategic direction.
Ms. Levin joins Geller & Company from Deloitte’s Private Company Services practice in New York where she spent more than seventeen years serving high net worth individuals and families, as well as private equity firms, including the firm’s largest private equity client. Ms. Levin’s wide-ranging experience with partnerships, LLCs, and S-corporations enabled her to deliver value in many ways, including LP/LLC agreement review, entity and transaction structuring, income tax planning, and negotiating with IRS and state taxing authorities for some of Deloitte’s most complex private equity tax engagements, as well as the funds’ general partners and other ultra-high net worth individuals. She also provided valued technical and investor relations guidance to her clients.
Martin Geller, founder and Chief Executive Officer of Geller & Company and GFOS, said, “We are delighted to welcome an executive of Tricia Levin’s caliber as the new Partner in Charge of GTS. Tricia has a record of delivering superb advice to sophisticated tax clients, as well as excellent technical skills and competencies across multiple tax areas. We are extremely impressed with Tricia’s leadership and inter-personal skills, and look forward to her further building the team and mentoring talent at all levels of GTS. Bringing Tricia to Geller is an important step in our efforts to continuously enhance our capabilities, performance and service level for each of our clients.”
Ms. Levin said, “A cornerstone of Geller’s financial advisory practice is the talent of the firm’s tax professionals who have delivered excellent value-added services for both individual and entity level relationships. It is a privilege to become part of the Geller organization and I look forward to working with the various tax professionals to continue to grow the firm’s premiere corporate, partnership and non-profit tax and private wealth management businesses.”
Ms. Levin joins a GTS team comprised of more than 40 tax professionals with experience in tax disciplines ranging from corporate federal, state, local and international compliance, as well as planning for Fortune 500 size companies and tax advisory value added services such as state and local tax audit planning, R&D tax credits, and cost segregation studies. The GFOS team has over 50 talented professionals who have extensive family office and wealth advisory experience. By the end of 2012, based on the efforts of this team, GFOS is expected to have in excess of $5 billion in AUA and $1.5 billion in AUM.
To capitalize on its success in developing clear insights into often complex financial issues, Geller has enhanced its talent base by continually hiring high quality professionals in various aspects of its business. In recent years, GTS has been significantly strengthened through a number of key hires, including Christopher Clabby, Director of Tax Advisory Services, and Stan Trotta, Director of Family Office Tax. GFOS has been enhanced through the addition of professionals such as Rob Wedeking as Chief Investment Officer, Susan W. Sofronas as Senior Client Relationship Partner, Era Jacqueline Yoo as Client Relationship Partner, and Jonathan Barbato as Director of Manager Selection. Geller & Company also recently named Jerry Leamon, who most recently was Global Managing Director for Deloitte, as Vice Chairman of its Advisory Board. Each of these individuals has had a long and successful career and has been extremely successful in working in Geller’s collaborative culture and helping the continuous strengthening of the organization.
Ms. Levin is a Certified Public Accountant with a master of science in taxation from Fordham University (2001) and a bachelor of business administration in accounting and finance from Emory University (1995). She is a member of the AICPA and NYCPA Society.
About Geller & Company Founded in 1984, Geller & Company is a strategic financial advisory and wealth management firm that has long-standing relationships with its clients and works closely with them to understand their specific needs and deliver a suite of services across its business segments. The services offered include strategic and operational CFO services; financial reporting and accounting; technology; tax advisory services and compliance for corporations, partnerships, nonprofits and individuals; and family office and wealth management services. Geller’s clients include businesses, non-profits and high-net-worth individuals and families.