Marcum LLP Names Rorrie Gregorio National Partner-In-Charge of Marcum’s Family Office Practice
New York, New York – Rorrie Gregorio, 50, has been named national partner-in-charge of Marcum’s Family Office practice and will oversee the growth and development of the practice which provides families with substantial wealth access through an enhanced level of financial management, specialized capabilities and professional expertise. Gregorio will be responsible for the practice throughout the firm’s national offices including New York, New England, Florida and California.
“Rorrie has served as the partner-in-charge of Marcum’s New York Family Office practice and has been a valued partner for years. We are pleased that she will now be heading Marcum’s Family Office practice firm wide,” said Joseph J. Perry, CPA, Firm Wide Partner-In-Charge of Tax and Business Services for Marcum LLP. “Her extensive background working closely with high-net-worth families and their advisors to manage their affairs and enhance their lives through a host of personalized service make her the ideal leader as we continue to provide clients with a high-level of service.”
Gregorio joined the firm in 2004. She has more than 25 years of experience working directly with high-net-worth individuals and their families throughout the United States. As their trusted advisor‚ Gregorio is frequently engaged by clients to help them make informed financial decisions. She counsels families with substantial wealth on various issues related to tax planning‚ estate planning and wealth management.
Marcum’s Family Office practice manages the 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 Marcum, Gregorio 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. She began her accounting career in the high-net-worth group of a former “Big 4” firm where she gained hands-on experience managing complicated tax, financial and estate planning projects.
Gregorio is very involved in the New York City business community. As the founder and president of Wealth Dimensions, a networking group serving high-net-worth individuals‚ she spearheads educational luncheon seminars for women on topics related to wealth-building and lifestyle changes. In addition‚ Gregorio has lectured on the importance of teaching the next generation on the responsibility of wealth.
Gregorio received a Bachelor of Science in accounting from Hofstra University. She resides in Carle Place, New York.
About Marcum LLP
Marcum LLP is a top-ranked national accounting and advisory firm dedicated to helping entrepreneurial, middle-market companies and high net worth individuals achieve their goals. Marcum’s industry-focused practices offer deep insight and specialized services to privately held and publicly registered companies, and nonprofit and social sector organizations. The Firm also provides a full complement of technology, wealth management, and executive search and staffing services. Headquartered in New York City, Marcum has offices in major business markets across the U.S. and select international locations. #AskMarcum.