Tricia serves as Managing Director – Relationship Management at Geller Advisors. With over 20 years of tax advisory experience, she focuses on providing sophisticated tax planning strategies to highnet-worth individuals, families, and their related businesses.
Tricia has an active role in business development, onboarding clients and coordinates with the firm’s other multidisciplinary financial advisors to assist clients simplify complex and intricate financial challenges and offer innovative solutions. She also serves as a member of the operating committee, helping to shape business strategy that guides activities on behalf of our clients.
Prior to joining Geller Advisors, Tricia built her career at Deloitte, starting as an Associate and advancing to Partner. She spent more than seventeen years in Deloitte’s Private Company Services practice in New York serving high net worth individuals, families, and some of the largest private equity firms, their general partners and principals.
Tricia received a BA in Accounting and Finance from Emory University and an MS in Taxation from Fordham University. She is a New York State licensed Certified Public Accountant and also a member of both the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.Contact Tricia at: email@example.com