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Rorrie Gregorio

Partner-in-Charge, Marcum Family Office – Tax & Business Services

Office Location
750 3rd Avenue
11th Floor
New York, NY 10017
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Rorrie Gregorio is the National Partner-in-Charge of the Marcum Family Office Groupand a member of the firm's High-Net-Worth Individuals Practice Group. She has more than 25 years of extensive experience working directly with high-net-worth individuals and their families throughout the United States.

Ms. Gregorio counsels families with substantial wealth on various issues related to tax planning‚ estate planning and wealth management. She manages their day-to-day fiscal needs including bill paying‚ insurance reviews‚ income tax preparation‚ budgeting‚ specialized financing facilitation‚ portfolio reconciliation‚ household payroll services‚ entity administration‚ cash and securities transfers‚ and other financial matters.

Prior to joining the Firm in 2004, she spent eight years as Vice President and Group Leader in the tax department of a leading, global financial services company and three years with a regional practice. Ms. Gregorio began her accounting career in the high-net-worth group of a former "Big 8" firm, where she gained hands-on experience managing complicated tax, financial and estate planning projects.

Ms. Gregorio is very involved in the New York City business community. As the Founder and President of a networking group serving high-networth individuals‚ she spearheads educational seminars for women on topics related to wealth-building and lifestyle changes. In addition‚ Ms. Gregorio has lectured on the importance of teaching the next generation on the responsibility of wealth.

Professional & Civic Affiliations
  • Wealth Dimensions, Founder and President
  • Calvary Hospital, Advisors Council Member

Awards & Recognition
  • In 2015, named one of the 50 most influential women in private wealth
Areas of Expertise
Key Clients
  • Bachelor of Science, Accounting
    Hofstra University

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