CoverProfile

Sylwia Koc-Marano

Managing Director, Lead Relationship Executive

Geller

United States, New York, New York

About Me

Sylwia serves as Managing Director at Geller. She brings over 20 years of experience helping high-net-worth individuals and families manage their financial planning, investment, trust administration, financial management, and comprehensive reporting needs. Sylwia 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—including investment, tax, and wealth management—to ensure all client goals are achieved. Prior to joining Geller in 2004, she was a Financial Advisor at JPMorgan Chase & Co. providing financial solutions

View more

Profile Information

Managing Director, Lead Relationship Executive

Geller

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

New York

New York

United States

Aug 4, 2024

More profiles to browse

NH
Nicholas Hall-Risko
Investment Manager
Profile Photo
Robert Wedeking
Chief Investment Officer
DG
Diane Gubelli
Partner
MB
Martin Braunstein
Head of Treasury

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BH
Bob Helmer
President Emeritus
Baldwin Wallace University