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.
The Rothstein Kass Family Office Group (a division of professional services firm Rothstein Kass ( www.rkco.com ), today announced that Nancy H. Schultz has joined the firm as a Director and leader of the Family Office Group in the Western Region. Ms. Schultz brings more than 25 years of family office, tax, accounting and financial planning experience to this role. She will be based in the firm’s Beverly Hills, California office.
“The Rothstein Kass Family Office Group has achieved tremendous growth by providing integrated wealth management services to high-net-worth individuals and families including alternative investment fund managers, professional athletes and entertainers. Our independence and objectivity have also allowed us to strategically partner with single-family offices to provide advanced planning and lifestyle management support. Because of the growing appeal of the family office model, we continue to see increasing demand for our offerings across the communities and geographies we serve,” said Rick Flynn, Principal and head of the Family Office Group practice at Rothstein Kass. “Nancy’s technical expertise and operational experience will help us to build on this momentum while enhancing our national presence.”
Prior to joining Rothstein Kass, Ms. Schultz served as Chief Operating Officer at Simms, Inc., where she managed family office operations and real estate business functions, CFO of Saban Capital Group, Inc. and CFO of The Jim Henson Company. Ms. Schultz began her career at PricewaterhouseCoopers LLP, where she was a tax partner in the entertainment and media group.
Ms. Schultz earned a Master of Science in Business and a Bachelor of Business Administration from University of Wisconsin – Madison. She is a Certified Public Accountant and received the Elijah Watt Sells Award given for the 10 highest scores nationwide on the CPA exam.
About Rothstein Kass:
Rothstein Kass is a premier professional services firm that has served privately held and publicly traded companies, as well as high-net-worth individuals and families, for more than 50 years. As trusted advisors to our clients, Rothstein Kass provides accounting, auditing and tax services, as well as a full array of integrated services, to clients across industry spectrums and in all stages of organizational development. At the core of Rothstein Kass’ remarkable success lies our commitment to hiring, developing and retaining employees that represent an entrepreneurial spirit mirroring that of the sophisticated business and financial services communities that we serve.
The Rothstein Kass Family Office Group offers a wide range of financial, wealth planning and lifestyle management services to family offices and high-net-worth individuals. Composed of seasoned financial professionals and certified public accountants, the Family Office Group applies proven expertise with the utmost discretion and attention. A division of the Rothstein Kass Commercial Services Group, the Family Office Group does not provide investment allocation, asset management or advisory services.