Jo Anna M. Fellon

About Jo Anna

Jo Anna Fellon is a tax partner at Marcum. She serves as the Office Managing Partner of the Morristown, NJ office as well as the National Leader of the Firm’s Private Client Services practice.

Throughout her career, she has contributed to countless tax, philanthropic gifting, and wealth transfer strategies, explored alternative investments, and helped restructure family offices to increase their efficiency.

Jo Anna has taught both internal and external technical tax seminars on a variety of subjects and contributes to several financial publications, including New Jersey CPA Magazine, Wall Street Journal, Forbes, Accounting Today, and New Jersey Business Magazine.