Geller
Jason Merlino is a Tax Associate at Geller, a position held since July 2024, following a tenure at Grassi where roles included Tax Senior, Tax Semi-Senior, and Tax Associate from January 2022 to July 2024. Prior experience includes Event Staff at the Marist College Department of Athletics from September 2017 to September 2021, a Summer Intern at Sasserath & Zoraian, LLP from June 2018 to August 2020, and an Accounting Assistant at AllCare Medical Services from June 2017 to August 2019. Jason Merlino holds a Master's degree in Accounting from Marist College, earned in 2021, and a Bachelor's degree in Accounting from the Marist College School of Management, awarded in 2021.
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Geller
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Geller provides strategic financial, tax, and consulting services to individuals and families of significant wealth, and their affiliated operating business and foundations. Geller was established in 1984. Since this time, we have continued to advance our infrastructure and in-house capabilities to support our clients’ exceptional visions—from scaling businesses to championing philanthropic endeavors. For more information, visit gellerco.com. Visit the Geller Advisors LinkedIn page for information about our private wealth management and family office services: linkedin.com/company/geller-advisors