![Sylwia Koc-Marano](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Sylwia Koc-Marano
Portfolio Manager-Aktien bei Geller Advisors LLC
Profil
Ms. Sylwia Koc-Marano is a Director at Geller Advisors LLC.
She brings over twenty years of experience helping high net worth individuals and families manage their financial planning, investment, trust administration, financial management, and comprehensive reporting needs.
She advises clients on how to integrate their extensive financial needs and desires in order to develop financial plans and comprehensive reporting packages.
She oversees implementation of the plan, working across advisory teams such as investment, tax, and financial management, to ensure all client goals are achieved.
Prior to joining Geller Advisors in 2004, Ms. Koc-Marano was a Financial Advisor at JPMorgan Chase & Co. providing financial solutions for small and midsize businesses, including banking, financing and debt restructuring services.
She received a BBA with a concentration in Finance from Pace University, and is a Certified Financial Planner.
Additionally, she passed Level I of the Chartered Financial Analyst program.
Aktive Positionen von Sylwia Koc-Marano
Unternehmen | Position | Beginn |
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Geller Advisors LLC
![]() Geller Advisors LLC Investment ManagersFinance Geller Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Geller as Geller Family Office Services LLC in 2004. They are a wholly-owned subsidiary of Geller Holdings II LLC, which is further owned by Geller & Co. LLC. Geller Advisors provides integrated wealth management services to ultra-high-net worth individuals, families, their related entities, trusts, estates, charitable organizations, and other business entities as well as private funds (Geller Funds). | Portfolio Manager-Aktien | 01.01.2004 |
Ausbildung von Sylwia Koc-Marano
Pace University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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Geller Advisors LLC
![]() Geller Advisors LLC Investment ManagersFinance Geller Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Geller as Geller Family Office Services LLC in 2004. They are a wholly-owned subsidiary of Geller Holdings II LLC, which is further owned by Geller & Co. LLC. Geller Advisors provides integrated wealth management services to ultra-high-net worth individuals, families, their related entities, trusts, estates, charitable organizations, and other business entities as well as private funds (Geller Funds). | Finance |