About
Geller Advisors provides financial services to individuals and families of significant wealth, non-profit foundations, and operating businesses. We are a wholly-owned subsidiary of Geller & Company and an SEC registered investment adviser.1
Our firm provides Investment Management, Strategic Financial Planning, Tax Services, CFO Services, and Cyber Services – as well as bespoke financial and business advisory services.
Geller Advisors is privately held. We consider our independence our strength.
We strive to meet client expectations through a deep understanding of their goals and what it takes to achieve them. Our primary metric of success is continual client satisfaction.
We help clients simplify complex and intricate financial challenges with a comprehensive, thoughtful and collaborative planning process. We believe our integrated and customized approach has earned us a reputation for crafting innovative solutions for our clients.
1 This registration does not imply any level of skill or training.
team
LEADERSHIP
Scott Bush
Chief Client Officer
Scott serves as the Chief Client Officer at Geller Advisors. With over 30 years of experience in financial services and leadership, Scott leads all client teams, business development, and how the firm delivers the highest quality client experience consistently and for all clients.
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Robert D. Wedeking
Chief Investment Officer
Rob serves as the Chief Investment Officer at Geller Advisors, setting the strategic direction that guides all investment management decisions for clients. He is responsible for all investment matters including asset allocation, risk management, and the selection and monitoring of investment managers. Click for full bio.
Mona Manahi
Managing Director,
Head of CFO Services
Mona serves as Managing Director, Head of CFO Services at Geller Advisors. Mona has over 20 years of experience in finance and accounting, specializing in family strategies, financial planning, business strategy, organizational transformation, strategic planning, and risk management. Click for full bio.
Jamie Herman
Chief Information Security Officer, Head of Cyber Services
Jamie serves as Chief Information Security Officer and Head of Cyber Services at Geller Advisors. He has over 20 years of experience in implementing risk management, data privacy, and information security programs Click for full bio.
CLIENT ADVISORY TEAM
Tricia Levin
Managing Director, Lead Relationship Executive
Tricia serves as a Managing Director at Geller Advisors. With over 25 years of tax advisory experience, she focuses on providing sophisticated tax planning strategies to ultra-high-net-worth individuals, families, and their related businesses. Click for full bio.
Tim O’Hare
Managing Director
Tim serves as a Managing Director at Geller Advisors. Tim has nearly 30 years of experience in wealth management and public accounting, focusing on wealth sustainability planning as the foundation for building and maintaining family wealth over fluctuating markets and multiple generations. Click for full bio.
Jacqlyn Aloisi
Director of Cyber Services Strategy and Operations
Jacqlyn serves as the Director of Cyber Services Strategy and Operations at Geller Advisors. She has over 10 years of cross-functional experience in business and technology strategy, operations optimization, and program and project management.
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Jonathan Barbato
Managing Director, Head of Investment Research & Strategy
Jonathan serves as Managing Director, Head of Investment Research & Strategy at Geller Advisors. Jonathan’s responsibilities include providing investment manager oversight and due diligence, as well as asset allocation research and portfolio construction for the firm’s ultra-high-net-worth clients. Click for full bio.
Sylwia Koc-Marano
Director, Senior Client Relationship Manager
Sylwia serves as Director, Senior Client Relationship Manager at Geller Advisors. She brings over 20 years of experience helping high-net-worth individuals and families manage their financial planning, investment, trust administration, financial management, and comprehensive reporting needs. Click for full bio.
Jeanne McGannon
Director, Senior Client Relationship Manager
Jeanne serves as Director, Senior Client Relationship Manager at Geller Advisors. She has over 15 years of experience helping high-net-worth individuals and families manage their financial planning, investment, trust administration, financial management, and comprehensive reporting needs. Click for full bio.
Paul Oliva
Director, Senior Client Relationship Manager
Paul serves as Director, Senior Client Relationship Manager at Geller Advisors. Paul has over 16 years of experience advising family offices, institutions, and investors. Paul currently specializes in portfolio construction, asset allocation and wealth planning strategies, including estate planning and tax solutions.Click here for full bio.
Contact
909 3rd Avenue, New York, NY 10022 | 212.583.6001
NEW YORK
909 3rd Avenue - New York, NY 10022
909 3rd Avenue - New York, NY 10022
LOS ANGELES
11601 Wilshire Blvd. Suite 1820 - Los Angeles, CA 90025
11601 Wilshire Blvd. Suite 1820 - Los Angeles, CA 90025