Tricia Levin

Managing Director, Geller Advisors

Tricia serves as a Managing Director at Geller. With over 25 years of tax advisory experience, she focuses on providing sophisticated tax planning strategies to ultra-high-net-worth individuals, families, and their related businesses and entities. Her work at Geller encompasses strategic planning advice geared toward streamlining and optimizing the long-term goals of clients’ businesses and personal affairs, focusing on income and estate strategies, philanthropic giving, cash flow, and entity management. She has extensive experience assisting with the restructuring of entities and businesses in order to both simplify and obtain maximum tax benefits.

Tricia serves as the lead advisor for some of the firm’s most complicated and complex relationships – helping clients simplify intricate financial challenges by offering innovative solutions. She also plays an active role in business development, working with Geller Advisors’ professional partners. Prior to joining Geller, Tricia built her career at Deloitte, starting as an Associate and advancing to Partner. She spent more than 18 years in Deloitte’s Private Company Services practice in New York serving high-net-worth individuals, families, in addition to some of the largest private equity firms and their general partners and principals. 

Tricia received a Bachelor of Arts in Accounting and Finance from Emory University and a Master of Science in Taxation from Fordham University. She is a New York State-licensed Certified Public Accountant and also a member of both the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants