About
Geller Advisors provides financial services to high net worth individuals, families, non-profit foundations and operating businesses. We are a wholly-owned subsidiary of Geller & Company and an SEC Registered Investment Advisor.
Our firm is currently comprised of over 100 professionals who deliver a wide array of services, including Investment Management, CFO Services, Tax Advisory Services, Real Estate Services, Aviation Services and Philanthropic Services.
Geller Advisors is privately held – we work solely for the benefit of our clients. We consider our independence a great strength, and we are transparent in everything we do.
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. Our integrated and customized approach has earned us a reputation for crafting innovative solutions for our clients.
team
EXECUTIVE LEADERSHIP
LEADERSHIP TEAM
Scott Bush
Head of Business Development and Client Experience
Scott Bush is the Head of Client Development and Experience for Geller Advisors. With over 30 years of experience in financial services and leadership, Scott focuses on business development and how the firm serves as their client’s most valued financial ally and advisor.
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Tim O’Hare
Head of Financial Planning
Tim works with clients to plan and implement comprehensive solutions that help build and sustain their wealth. Tim oversees a multi-disciplinary team including investments, tax, financial management, trust and estate planning, philanthropy and more. Click for full bio.
Robert D. Wedeking
Chief Investment Officer
Rob chairs Geller’s Investment Committee, leads the firm’s investment team and is responsible for all investment matters. Rob focuses on long-term investment approaches and uses open architecture to deliver highly customized solutions for clients. Click for full bio.
CLIENT ADVISORY TEAM
Tricia Levin
Managing Director
Tricia develops customized tax plans that work toward achieving wealth preservation goals. She has an active role in onboarding clients and coordinates with the firm’s multidisciplinary financial advisors to ensure clients are represented appropriately before various tax authorities. Click for full bio.
Susan W. Sofronas
Managing Director
Susan is responsible for the development of both short and long term strategic planning, and serves on the firm’s Investment Committee. Her primary focus is to help clients achieve their wealth goals through effective integrated wealth planning and investment management. Click for full bio.
Fiona Reid
Managing Director – Philanthropic Services
Fiona is the Managing Director of Philanthropic Services where she advises individual, family, non-profit and corporate clients. Fiona leads a team of professionals who provide customized, multidisciplinary business solutions to achieve her clients’ complex goals. Click for full bio.
Joe is responsible for working with clients to implement customized estate planning strategies that use techniques such as sales to grantor trusts, generation-skipping dynasty trusts, closely held family entities, grantor retained annuity trusts, charitable split-interest trusts and private foundations. Click for full bio.
Jeanne helps high net worth individuals and families manage their financial planning, investment, trust administration, financial management, and comprehensive reporting needs. Jeanne works with the Geller Advisors team to provide high touch client service for high net worth individuals and families. Click for full bio.
Paul serves as a Lead Relationship Manager at Geller Advisors. Paul has over 16 years of experience advising family offices, institutions and investors. Paul currently specializes in portfolio constructions, asset allocation and wealth planning strategies, including estate planning and tax solutions.Click here for full bio.
