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

Sylwia Koc-Marano
Managing Director, Lead Relationship Executive
Geller
United States, New York, New York
About Me
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
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