Tricia serves as a Managing Director at Geller Advisors. With over 25 years of tax advisory experience, she focuses on providing sophisticated tax planning strategies to ultra-high-net-worth individuals, families, and their related businesses. In addition, she has extensive experience in assisting with restructuring of entities and businesses in order to simplify the structure and obtain maximum tax benefits.
Tricia has an active role in business development, onboarding clients and coordinating with the firm’s other multidisciplinary financial advisors to help clients simplify complex and intricate financial challenges by offering innovative solutions. She serves as the lead for some of the firm’s most complicated and complex relationships.
Prior to joining Geller Advisors, Tricia built her career at Deloitte, starting as an Associate and advancing to Partner. She spent more than 18 years in Deloitte’s Private Company Services practice in New York serving high-net-worth individuals, families, as well as some of the largest private equity firms and their general partners and principals.
Tricia received a Bachelor of Arts in Accounting and Finance from Emory University and a Master of Science 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: tlevin@gellerco.com