Home > Robert D. Wedeking, CFA®
September 20, 2016

Robert D. Wedeking, CFA®

Rob serves as the Chief Investment Officer (CIO) of Geller Advisors.  As CIO, Rob chairs Geller’s Investment Committee and leads the firm’s investment team.  He is responsible for all investment matters, including asset allocation, risk management, investment strategy, as well as the selection and monitoring of investment managers.  Rob is focused on long-term investment approaches and uses open architecture to deliver highly customized solutions for clients.

Rob has extensive experience managing a wide variety of traditional, hedge fund, and private equity investments. He has a track record for generating positive, risk-adjusted returns in a variety of market environments over multiple market cycles.


Rob joined Geller in 2012 and has three decades of money management experience. Prior to Geller Advisors, Rob worked at Caxton Associates LP for more than 21 years, serving as Director for Alternative Investments and as Portfolio Manager for Caxton Select LLC, a multi-strategy fund-of-funds. He was also responsible for sourcing and evaluating a broad spectrum of investment opportunities and creating customized portfolios across all asset classes for the principals of Caxton and their affiliates.

Rob received his BA degree in Accounting and Finance from Hartwick College.  He holds the Chartered Financial Analyst® designation and is a member of the CFA Society of New York. He is also a member of the Economic Club of New York. He has been an active advisor to the investment committee of the American Enterprise Institute in Washington, D.C. and has served on various boards and investment committees that include the Princeton Healthcare System and the New York Society of Security Analysts (now the CFA Society New York).

 

Contact Robert at: rwedeking@gellerco.com