Randy P. Siller, Cpa*, Cima®, Masters In Tax Email and Phone Number
Randy P. Siller, Cpa*, Cima®, Masters In Tax work email
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Randy P. Siller, Cpa*, Cima®, Masters In Tax personal email
Randy P. Siller, Cpa*, Cima®, Masters In Tax phone numbers
As co-founder of Siller & Cohen, I take pride in my team’s ability to provide a sense of security for our high net worth families and nonprofit institutional clients. My team accomplishes this by:- Serving as mathematically based stewards of wealth- Paying careful attention to risk management- Designing detailed, comprehensive, and holistic family financial plans- Being unwavering catalysts and advocates on behalf of our clientsI began my career as a CPA in Big 8 accounting and went on to obtain my Masters’ Degree in Taxation to develop my knowledge in tax planning. I saw a need to provide clients with honest, professional guidance across their entire financial situations, so I co-founded Siller & Cohen, to meet that need. I went on to obtain my Certified Investment Management Analyst designation from the Wharton School of business. I was fortunate to have met Sir John Templeton early in my career, and he helped me to understand how critical it is to control volatility in a client’s portfolio. This is an important piece of what we do at Siller & Cohen, and our approach helped our clients to weather the storms of the tech bubble in 2000 through 2002, as well as the bear market of 2008.Our firm has a strong client service culture. We focus on hiring professionals with credentials across multiple disciplines, including attorneys, CFP® practitioners, Certified Investment Management Analysts, and MBAs. We work collaboratively with our clients’ current advisors to implement what is in their best interest and measure success by how well we are helping our clients achieve their most important objectives.T: 914.305.9051E: RSiller@SillerandCohen.comHightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
Siller & Cohen Family Wealth Advisors
View- Website:
- sillerandcohen.com
- Employees:
- 17
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Managing PartnerSiller & Cohen Family Wealth Advisors 1988 - PresentNew York, Ny -
Senior Vice PresidentLincoln Financial Advisors 1997 - 2002Philadelphia, Pa -
Regional Director Of Tax And Financial PlanningCigna Individual Financial Services ( Merged Into Lincoln Financial Advisors) 1986 - 1988Tarrytown, New York
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Regional Associate International Tax DirectorTouche Ross 1982 - 1986Stamford, CtNational instructor for professional development of managers and partners -
Senior AuditorPricewaterhousecoopers 1979 - 1982Stamford, CtAudited Fortune 500 Companies
Randy P. Siller, Cpa*, Cima®, Masters In Tax Education Details
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Certified Investment Management Analyst Designation -
Leadership Program -
Taxation -
Accounting & Finance -
Danbury High School
Frequently Asked Questions about Randy P. Siller, Cpa*, Cima®, Masters In Tax
What company does Randy P. Siller, Cpa*, Cima®, Masters In Tax work for?
Randy P. Siller, Cpa*, Cima®, Masters In Tax works for Siller & Cohen Family Wealth Advisors
What is Randy P. Siller, Cpa*, Cima®, Masters In Tax's role at the current company?
Randy P. Siller, Cpa*, Cima®, Masters In Tax's current role is Partner | Siller & Cohen | Family Wealth Advisors.
What is Randy P. Siller, Cpa*, Cima®, Masters In Tax's email address?
Randy P. Siller, Cpa*, Cima®, Masters In Tax's email address is rs****@****hen.com
What is Randy P. Siller, Cpa*, Cima®, Masters In Tax's direct phone number?
Randy P. Siller, Cpa*, Cima®, Masters In Tax's direct phone number is (914) 305*****
What schools did Randy P. Siller, Cpa*, Cima®, Masters In Tax attend?
Randy P. Siller, Cpa*, Cima®, Masters In Tax attended University Of Pennsylvania - The Wharton School (Ca), Harvard University, Pace University, The University Of Connecticut, Danbury High School.
Who are Randy P. Siller, Cpa*, Cima®, Masters In Tax's colleagues?
Randy P. Siller, Cpa*, Cima®, Masters In Tax's colleagues are Joshua T. Marriott, Cfp® Cima®, Brian R. Gloria, Mba, Cfp®, Fran Narkaj, Jeffrey S Cohen Cfp™, Gregory J. Thompson, Jd, Cfp(R), Domenika Bunjaj, Mba, Robert Flanagan, Cfp®.
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