Tricia Levin

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Consumer Services

Finance

Profile

Ms. Tricia Levin is Head of Tax at Geller Family Office Services LLC.
Prior to joining Geller Family Office Services LLC in October 2012, Ms. Levin was employed at Deloitte Tax LLP.
Ms. Levin has a B.B.A. in Accounting and Finance from Emory University.
She is a Certified Public Accountant with an M.S.
in Taxation from Fordham University.

Former positions of Tricia Levin

Companies	Position	End
Deloitte Tax LLP Deloitte Tax LLP Other Consumer ServicesConsumer Services Provides tax services	Corporate Officer/Principal	2012-09-30
Geller Advisors LLC Geller Advisors LLC Investment ManagersFinance Geller Advisors aims to preserve and grow their clients’ wealth through customized portfolio solutions and access to proprietary investment vehicles, traditional and alternative investment opportunities. Their client portfolios are overseen by a team led by the Chief Investment Officer (CIO). The CIO generally sets the investment strategy and oversees the research process using a broad spectrum of information. Investment allocations are implemented using both passive and active managers.	Market Strategist	-

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Private companies	3
Geller Advisors LLC Geller Advisors LLC Investment ManagersFinance Geller Advisors aims to preserve and grow their clients’ wealth through customized portfolio solutions and access to proprietary investment vehicles, traditional and alternative investment opportunities. Their client portfolios are overseen by a team led by the Chief Investment Officer (CIO). The CIO generally sets the investment strategy and oversees the research process using a broad spectrum of information. Investment allocations are implemented using both passive and active managers.	Finance
Emory University Emory University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Deloitte Tax LLP Deloitte Tax LLP Other Consumer ServicesConsumer Services Provides tax services	Consumer Services