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Text Content

 
Menu

 * ABOUT
 * SERVICES
   
   
   
   * Investment Management
   * CFO Services
   * Tax Advisory Services
   * Real Estate Services
 * CAREERS & CULTURE
   
   
   
   * Our Culture
   * Opportunities
 * LEADERSHIP
 * CONTACT
 * Geller Advisors LLC


Safeguarding & simplifying the complex financial lives of
our clients, so they can focus on what matters to them.


ABOUT


GELLER & COMPANY PROVIDES CUSTOM STRATEGIC FINANCIAL ADVISORY AND WEALTH
MANAGEMENT SOLUTIONS FOR BUSINESSES, INDIVIDUALS, FAMILIES AND NOT-FOR-PROFIT
ORGANIZATIONS WHO RELY ON THE FIRM FOR INDEPENDENT AND CROSS-DISCIPLINARY
ADVICE. FOUNDED IN 1984 BY MARTIN GELLER, THE FIRM NOW EMPLOYS MORE THAN 300
PROFESSIONALS.

GELLER & COMPANY’S SUCCESS IS A RESULT OF ITS LONG-HELD OPERATING PHILOSOPHY:

   
   
 * ADVOCATES FOR OUR CLIENTS. WE WORK COLLABORATIVELY WITH OUR CLIENTS TO
   DELIVER COMPREHENSIVE SOLUTIONS FOR THEIR FINANCIAL MANAGEMENT NEEDS.
   
   
 * INDEPENDENT. WE ARE PRIVATELY HELD AND WORK SOLELY FOR THE BENEFIT OF OUR
   CLIENTS.
   
   
 * SECURE. WE UPHOLD THE HIGHEST STANDARDS OF CONFIDENTIALITY, REGULATORY
   COMPLIANCE, TECHNOLOGY INFRASTRUCTURE AND DISASTER RECOVERY FOR THE BENEFIT
   OF OUR CLIENTS.
   
   
 * COMMITTED TO OUR PEOPLE. WE PROVIDE OUR PEOPLE WITH EVERY OPPORTUNITY TO GROW
   PERSONALLY AND PROFESSIONALLY.
   
   
 * COMMITTED TO OUR COMMUNITY. WE ARE COMMITTED TO PROVIDING PLATFORMS FOR OUR
   PEOPLE TO BECOME MORE INVOLVED AND CONTRIBUTING CITIZENS.




SERVICES

INVESTMENT MANAGEMENT



CFO SERVICES





REAL ESTATE SERVICES



TAX ADVISORY SERVICES



OUR CULTURE



OPPORTUNITIES




EXECUTIVE LEADERSHIP

MARTIN J. GELLER

Founder and Chairman

Martin is the Founder and Chairman of Geller & Company. Since founding the firm
in 1984, Martin has led the team that services large multi-national clients with
a comprehensive range of financial services. Click for full bio.



DIANE GUBELLI

Partner

Diane is a Partner of Geller & Company and co-heads the Family Office practice.
She is also primarily responsible for oversight of the largest client in that
group which consists of multiple entities in the philanthropy and investment
areas. Click here for full bio.

STEVE GOLDBERG

Head of Tax Practice

Steve is Head of Tax Services at Geller & Company and Geller Advisors. He has
over thirty years of experience in the tax services industry. Click for full
bio.

LEANNE HAUPT

Chief Legal Officer

Leanne Haupt is the Chief Legal Officer of the firm and a member of its
Management Committee. She oversees the firm’s Legal and Compliance function, as
well as several operational functions, including Human Capital, Information
Technology, Investment Operations, Marketing & Communications, MFO Strategy and
Operations, and Risk Management. Leanne works closely with the other leaders to
develop and drive large scale strategic initiatives. Click for full bio.

HAYDEN HOROWITZ

Partner

Hayden is a Partner at Geller & Company, and a Managing Director within Geller
Advisors. Currently, Hayden co-leads a team serving the personal and
philanthropic needs of the firm’s largest client. He was formerly the Chief
Executive Officer and Chief Operating Officer for Geller Advisors, and also led
the firm’s real estate initiatives. Click here for full bio.

BARBARA E. PARKER

Managing Director

Barbara is a Managing Director within Geller Advisors. Currently, Barbara
co-leads a team serving the investment and philanthropic needs of the firm’s
largest client. Click here for full bio.


ANTHONY SIRABELLA

Chief Information Officer

Anthony serves as Chief Information Officer and is responsible for developing
and carrying out IT strategy, operations, and process improvements across the
firms. Anthony is also a member of the firm’s Operating Committee. Click for
full bio.

REBEKAH WEISSBURG

Chief Human Capital Officer

Rebekah is the Chief Human Capital Officer (CHCO) for Geller & Company and is
responsible, in partnership with the Chief Talent Officer, for developing and
executing the organization’s human resource strategy. Click here for full bio.



CANDACE K. BEINECKE

Board Member

Candace K. Beinecke is the Senior Partner of Hughes Hubbard & Reed LLP. Candace
was the first woman to chair a major New York law firm, a position she held for
17 years. Click here for full bio.

JOHN A. HERRMANN, JR.

Board Member

John A Herrmann, Jr. served as a Partner and Co-Founder of the M&A Department at
Lehman Brothers, a Senior Managing Director at JPMorgan and a Partner of Lincoln
International. Click here for full bio.

JERRY P. LEAMON

Board Member

Jerry P. Leamon is the Director of Korn Ferry International’s Board and is a
member of Credit Suisse USA’s Board of Directors. Jerry spent 40 years at
Deloitte & Touche LLP. serving as a Global Managing Partner. Click here for full
bio.

ELLIE PATSALOS

Board Member

Ellie Patsalos is the founder and Managing Director of Patsalos Consulting Ltd.
Ellie was previously a Senior Partner and Vice Chairman of Deloitte LLP. Click
here for full bio.

JOHN C. SIMONS

Board Member

John C. Simons is the Managing Partner of Corporate Fuel Advisors, LLC. John was
formerly an EVP for Bank of America and a SVP with Chase Manhattan Bank. Click
here for full bio.

DR. MARTI SMYE

Board Member

Dr. Marti Smye is the President of Leaders Matter and is an author and public
speaker. Marti served as the Global Head of Coaching/Senior Client Partner at
Korn Ferry International. Click here for full bio.


CONTACT


909 3RD AVENUE, NEW YORK, NY 10022 | 212.583.6000


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