Adam Stern

Adam Stern serves as the West Coast Client Development Officer for Geller Advisors.  Adam opened Geller’s Los Angeles office, focusing on the development and implementation of new business opportunities for the firm on the West Coast.  With 26 years of financial services and business development experience, Adam also provides support to the relationship management team […]

Martin J. Geller, Founder and President

Martin is the Founder and President of Geller & Company. Since founding the firm in 1984, Martin leads the team that services large multi-national clients with a comprehensive range of financial services, including strategic CFO consulting, financial reporting and accounting, tax advisory, investment management, information technology and integrated wealth management. Martin is active in the […]

Paulo Baia

Paulo serves as Client Development Officer for Geller Advisors. In this role, his primary focus is to develop and implement new business opportunities for the firm, while also providing support to the relationship management team in their efforts to ensure customer engagement and satisfaction. Paulo has extensive direct investment experience in both traditional and alternative […]

Diane Gubelli

Diane is a Partner of Geller & Company and co-heads Geller Advisors. 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. Diane has over thirty years of experience working with the personal financial needs of high net worth individuals, […]

Steve Goldberg

Steve serves as Head of Tax Services at Geller & Company and Geller Advisors. He has over thirty years of experience in the tax services industry, focusing on advising public and privately held companies on an extensive range of global business issues. He has a deep understanding of the technical and complex tax implications of […]

Hayden Horowitz

Hayden is a Partner at Geller & Company, reporting directly to the firm’s Chief Executive Officer. He is the Chief Operating Officer for the firm, and also serves as Chief Executive Officer for Geller Advisors, the firm’s Registered Investment Advisor and family office subsidiary. In addition, he leads the firm’s Real Estate Solutions Group. Hayden […]

Edward Hornstein

Edward is the Chief Compliance Officer at Geller Advisors. Edward is responsible for overseeing compliance within the organization and ensuring compliance with laws, regulatory requirements, policies and procedures. Edward leverages his extensive industry knowledge and professional experience to maintain Geller Advisors’ commitment to a strong compliance framework by identifying and documenting regulatory risks and assisting […]

Robert D. Wedeking, CFA®

Robert serves as the Chief Investment Officer at Geller Advisors, setting 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. Robert is responsible for all investment matters including asset allocation, portfolio […]