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Marcum LLP
Marcum LLP

Rorrie Gregorio


 
Family Office Leader
Tax & Business
 

750 3rd Avenue
11th Floor
New York, NY 10017

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Rorrie Gregorio leads the Firm's Family Office Practice and is a partner in the New York City office. She is also 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 founder and president of a networking group serving high net worth individuals, she spearheads educational seminars for women on topics related to wealth-building and lifestyle changes. She is a member of the Marcum Diversity & Inclusion Committee and co-chairs the annual Marcum Women's Forum in New York. In addition, she has lectured on the importance of teaching the next generation on responsibility of wealth.

Professional & Civic Affiliations
  • Wealth Dimensions, Founder and President
  • Calvary Hospital, Advisors Council Member
  • AICPA Family Office Group, Member
  • NYC Chapter of Enterprising & Professional Women, Member
Subject Matter Expertise

Family Office Services
Wealth Management
Tax Planning
Estate Planning

Practice Focus

High-Net-Worth Individuals & Families
Corporate Executives

Education

Bachelor of Science, Accounting
Hofstra University

Awards & Recognition

One of the 50 Most Influential Women in Private Wealth - Private Asset Management, 2015

Related Insights & News


CNBC spoke with Rorrie Gregorio, partner-in-charge of the Marcum Family Office practice, for an article about the financial challenges faced by “suddenly single” women recently divorced or widowed.

 

Becoming suddenly single can set your world in a tailspin, and a lack of financial planning is setting women in particular even further back.


Accounting Today announced the Marcum Women’s Forum in New York City on October 27, featuring Chelsea Clinton.

 

Top 100 Firm Marcum announced this week that they will hold their second annual Marcum Women's Forum in New York City on October 27th. Chelsea ....


Long Island Business News reported on the upcoming Marcum Women’s Forum in New York City, featuring Chelsea Clinton.

 

Marcum tapped a Clinton to speak at its upcoming Women’s Forum. Chelsea Clinton will headline the second annual event, set for Oct. 27 in Manhattan.


Second Annual Marcum Women’s Forum in New York City Announces Speakers for 2017 Program

 

Marcum LLP announced today that Chelsea Clinton will be the featured speaker at the 2017 Marcum Women’s Forum in New York City on October 27.


Accounting Today featured the first annual Marcum Women’s Forum, which will take place September 26 in New York City.

 

Marcum, the national accounting and advisory services firm, announced this week their first annual Marcum Women's Forum, entitled "Safe And Sound: Smart Choices for Savvy ....


First Annual Marcum Women's Forum to Focus on Personal Security and Health for Executive Women; Erin Brockovich to Keynote

 

Marcum LLP, a top national accounting and advisory services firm, announces the first annual Marcum Women's Forum, entitled Safe And Sound: Smart Choices for Savvy Women, ....


Rorrie Gregorio, National Partner-in-Charge, Marcum Family Office Group Named one of the 50 Most Influential Women in Private Wealth by Private Asset Management Magazine

 

Rorrie Gregorio, National Partner-in-Charge of the Marcum Family Office Group at Marcum LLP, has been named one of the 50 Most Influential Women in ....


Marcum's Rorrie Gregorio Named One of the Most Influential Women in Private Wealth

 

Rorrie Gregorio, National Partner-in-Charge of the Marcum Family Office Group at Marcum LLP, has been named one of the 50 Most Influential Women in ....

 
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