Randy Siller, CPA*, MS In Taxation, CIMA®
FAMILY WEALTH ADVISOR/PARTNER
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 business owners. We accomplish 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 clients
I began my career as a CPA* in Big 8 accounting and went on to obtain my Masters’ Degree in Taxation to develop a deeper expertise in tax planning. I co-founded Siller & Cohen because I saw a need to provide clients with honest, professional guidance across their entire financial situations.
I went on to obtain my Certified Investment Management Analyst designation from the Wharton School of business (CIMA®). Some of my accomplishments include:
Member of Lincoln Financial Advisors/Sagemark Consulting elite "Prestige Planner Program"
Chairman of the NYSSCPA’s Estate Planning Committee
Community Healthcare Network Board Member (Finance and Audit committees)
Certified Continuing Education Instructor for Accountants and other professionals
Former member of the Security Committee for Johns Hopkins University
Successfully completed Harvard University’s Financial Leadership Program
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. Our approach helped clients to weather the storm when the 2000 tech bubble burst and during the 2008 financial crisis.
Our firm has a strong client service culture. We focus on hiring professionals with credentials across multiple disciplines, including, CFP® practitioners, Certified Investment Management Analysts, and MBAs–and have built a national reputation in the advisor community. We work collaboratively with our clients’ other advisors to implement comprehensive plans that best serve their interests. Our measure of success is how well we are helping our clients achieve their most important objectives.
My wife and I currently live in New York City and recently celebrated our 12th wedding anniversary. I have 3 lovely daughters. Stefanie, with whom I climbed Mt. Kilimanjaro, is currently working on her PhD. Meredith, a former attorney in L.A. who is pursuing a career as a psychotherapist was recently married. My youngest, Isabella, is attending Columbia Grammar and currently pursuing an acting career.
*Licensed, Not practicing.