Meet Our People

The Professionals at Siller & Cohen

With over 20 years in business, Siller & Cohen is a business that has itself stood the test of time. We offer a full in-house staff of professionals including lawyers and a professional with a masters degree in taxation, and a Certified Investment Management Analyst certification.

Randy Siller, CPA*, MS in Taxation, CIMA®, CRPC®,

Randy co-founded Siller & Cohen and has been recognized for decades for his leading technical and planning expertise in his field.

  • Certified Investment Management Analyst designation, as issued by IMCA in conjunction with the Wharton School of Business.

  • Recognized for major contributions to the widely acclaimed books, "Marshall Loeb's Lifetime Financial Strategies" and "52 Weeks to Financial Fitness".

  • Member of The International Forum and guest speaker

  • Member of the Estate Planning Council of New York City, Inc.

  • Member of the New York and Connecticut State Societies of CPAs

  • Sits on the Family Office Committee of the New York Society of CPAs

  • National Instructor for Touche Ross and Lincoln Financial Advisors/Sagemark Consulting.

  • Quoted in The Wall Street Journal, Time Magazine, Fortune Magazine, Your Company Magazine, Financial Planning Magazine.

  • Former Sr. VP for Lincoln Financial Advisors/Sagemark Consulting. Founder and National Director of their Private Wealth Services Group.

  • Member of the Security Committee for Johns Hopkins University.

  • Successfully completed Harvard University's Financial Leadership Program.
*Licensed, not practicing



Jeffrey S. Cohen, CFP®

CFP®, The Registry of Financial Planning Practioners

Jeff is a co-founder of Siller & Cohen. He has been active in the local community with wealth holders, charities and professional advisors for over twenty years.

  • Named in Barron's as one of the "Top Independent Advisors" in the country for 11 consecutive years.

  • Certified Continuing Education Instructor for CPA's and Attorney's in NY, NJ and CT.

  • Quoted in the Wall Street Journal, Smart Money, Your Company, Financial Planning Magazine, Money Magazine, and Coastline.

  • Guest Lecturer: Real Estate Board of NY, Direct Marketing Association, National Water Association, Newsletter Publishers Association, Numerous Charitable Organizations.

  • Member of Lincoln Financial Advisors/Sagemark Consulting elite "Prestige Planner Program".




Richard E. Austin, JD*, LLM, CIMA®

Director of Financial Advisory Services

Rich concentrates on advising clients on estate, charitable and business owner planning design alternatives. He specializes in tax reduction strategies and financial analysis with his experience as a staff attorney.

  • Conducted seminars for financial professionals, served on advisory boards, created computer models to calculate tax implications, and authored articles on tax strategies.

  • LLM in Taxation, New York University, NY.

  • JD, cum laude, Pace University School of Law, White Plains, NY.

  • BA, cum laude, Pace University, Pleasantville, NY.
*Licensed, not practicing.



Gregory J. Thompson, JD*, CFP®

Director of Estate & Advisory Services

914.305.9053

During his 20 years in practice, Greg has maintained an emphasis in investment and estate planning. At Siller & Cohen, he assists in the analysis, design, preparation and implementation of comprehensive financial plans.

  • Member of the Financial Planning Association.

  • Member of the New York State Bar Association.

  • CFP®, College for Financial Planning, Greenwood Village, CO.

  • JD, University of Notre Dame Law School, South Bend, IN.

  • BA, Manhattanville College, Purchase, NY.
*Licensed, not practicing



Anthony M. Leonardi, MBA, CFP®, CRPC®:

Family Wealth Advisor

Tony specializes in helping retired individuals, owners of closely-held businesses, and other successful professionals with tax reduction strategies, maximize their investments potential, plan for retirement, satisfy charitable desires and efficiently transfer their assets to their children and grandchildren.

  • Certified Continuing Education Instructor for CPAs and Attorneys in NY and CT.
  • Member of The Financial Planning Association.
  • CFP®, College for Financial Planning Greenwood Village, CO.
  • MBA, International Finance, University of Connecticut, Storrs, CT.
  • Bachelors degree in business, Providence College, Providence, RI.



Yona Klein, CIMA®

Director of Investment Services

914.305.9055

Yona has over 10 years of investment related experience, including working at 2 major Wall Street firms. He collaborates with several investment specialists to design tailored investment strategies to help clients reach their objectives within their risk tolerance.

  • CIMA┬«, FINRA Series 7 and 63 registered.

  • Bachelors Degree in Finance, St. Johns University.



Josh Marriott, CFP®

Associate Director of Planning Services



Devi Ramkumar

Insurance & Administrative Manager



Bardha Mitaj

Insurance Operations Associate



Joseph Daly

Investment Operations Associate



NATIONAL AFFILIATION RESOURCES:

Investments

Nasser Ali
Chartered Financial Analyst, CFP®, AAMS, CMFC

Estate and Business Owner Planning

    Bob Appel
    JD*, LLM, MBA
    Donna Rowan
    JD*, LLM, CLU, ChFC®

Fringe Benefit

    Nolan Financial - A national executive benefits consulting firm.

Advisors:

To ensure the best design solutions for our clients, Siller & Cohen accesses the expertise of a number of top notch professionals, including:

  • Law firms with varying expertise

  • Accounting firms with varying expertise

  • Investment firms, including those with hedge fund and private equity expertise

  • Money management firms

  • Business Exit strategy professionals

*Licensed, not practicing.
**Divorce financial analysis not offered through Lincoln Financial Advisors