Biography

Marissa is a Manager in Wolf’s Private Client Group, where she advises ultra-high-net-worth families on sophisticated tax planning and compliance strategies. With more than 16 years of experience in the tax field – including roles at a Big Four firm and a leading investment bank – she brings deep technical expertise and a well-rounded perspective to her clients.

For the past 12 years, Marissa has focused exclusively on trusts, as well as gift and estate planning, developing a strong specialization in this complex area. At Wolf, she leads the Private Client Group’s gift and trust team, guiding both clients and colleagues through the nuances of fiduciary tax matters and the complexities of pre- and post-death estate tax planning.

Marissa resides in New York with her husband and their three children. Outside the office, she enjoys spending quality time with her family, exploring new recipes in the kitchen, and taking advantage of the outdoors whenever she can.

Involvement

• Massachusetts Society of Certified Public Accountants (MSCPA)

Education

• Bachelor of Science in Accounting from University at Albany