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. Avoiding potential conflicts of interest means we can serve our clients’ best interest.
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.
SERVICE LINE LEADS
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.
Chief Investment Officer
Robert sets the strategic direction that guides all investment management decisions for clients. He has extensive experience in asset management and investing in a wide variety of hedge fund, private equity and traditional investment vehicles. Click for full bio.
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.
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.
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.
Sylwia advises clients on how to integrate their extensive financial needs in order to develop financial plans and comprehensive reporting packages. She oversees implementation of the plan, working across advisory teams such as investment, tax, and financial management. 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.