Marcum’s Rorrie Gregorio Named One of the Most Influential Women in Private Wealth
New York City, NY – 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 Private Wealth by Private Asset Management magazine.
“PAM has established its inaugural feature chronicling the 50 most inspirational and influential women in North America’s private wealth space,” the publication wrote. “Women now control 51% of global wealth …[but] only 19% of CFAs are women. However, these 50 women – and their successors – are determined to encourage a change in those statistics. With opportunities set to grow dramatically in the coming years for financial services professionals, meet the pioneers flying the flag for female equality.”
Ms. Gregorio has more than 25 years of extensive experience working directly with high net worth individuals and their families throughout the United States. She 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.
As the 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. In addition‚ Ms. Gregorio has lectured on the importance of teaching the next generation the responsibility of wealth. Prior to joining Marcum in 2004, Ms. Gregorio was Vice President and Group Leader in the tax department of a leading, global financial services company. Previously, she spent three years with a regional practice, after starting her accounting career in the high net worth group of a former “Big 8” firm.
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.
