Before joining Geller Advisors, Tim was the Chief Planning Officer at Archetype Advisors, where he led the development of a comprehensive planning delivery platform and oversaw all aspects of the financial planning process for many of the firm’s high net worth clients. Prior to Archetype, Tim served as Senior Vice President, Director of Tax and Financial Services at Lazard Wealth Management. He also served in various senior positions at UBS Financial Services and Bessemer Trust.
Tim is a member of the American Institute of Certified Public Accountants as well as the State Society of CPAs of New York and New Jersey. Mr. O’Hare earned both his B.S in Accounting and M.S. in Income Taxation from Seton Hall University.
Contact Tim at firstname.lastname@example.org