Timothy O'Hare

Experience

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  Merrill Lynch

  Sept 1998 - Dec 2002

  SVP
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  Bessemer Trust

  Jan 2002 - Jan 2006

  SVP
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  UBS

  Jul 2006 - Aug 2010

  Director
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  Lazard Wealth Management,LLC

  Aug 2010 - Dec 2012

  Senior Vice President, Director of Tax and Financial Planning

  Timothy P. O’Hare is a Senior Vice President and Director of Tax and Financial Planning at Lazard Wealth Management. Mr. O’Hare is involved in all aspects of planning for clients in the areas of income & estate tax, and financial planning. His advice encompasses individual, partnership, trust and corporate tax strategies.Tim is a Certified Public Accountant and is a member of the American Institute of Certified Public Accountants as well as the State Societies of CPAs of New York and New Jersey. Show less

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  Geller Advisors LLC

  May 2015 - Jan 2023

  Managing Director-Wealth Advisor

  Timothy O’Hare serves as Managing Director and Wealth Advisor at Geller Advisors, LLC. Tim has nearly thirty years of experience in wealth management and public accounting. He focuses on wealth sustainability planning as the foundation for building and maintaining family wealth over fluctuating markets and multiple generations.As a Wealth Advisor, his primary responsibility is to coordinate the firm’s multidisciplinary service team to ensure that high standards of client service and outcomes achieved. Tim works closely with individuals and families of significant wealth to plan and implement comprehensive solutions that will help them build and sustain their wealth in areas such as investment management, strategic financial planning, tax advisory and cash management services.Tim is a Certified Public Accountant and is a member of the American Institute of Certified Public Accountants as well as the State Societies of CPAs of New York and New Jersey Show less

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  Wilmington Trust

  Jan 2023 - now

  Senior Wealth Relationship Manager