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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

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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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