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.
As a wealth advisor, his primary responsibility is to coordinate the firm’s multidisciplinary service team to ensure that high standards of client service and outcomes are achieved. Tim works closely with individuals and families of significant wealth to plan and implement comprehensive solutions that will help them build and sustain their wealth in areas such as investment management, strategic financial planning, tax advisory, and cash management services.
Prior to joining Geller Advisors, Tim was the Chief Planning Officer at Archetype Advisors, where he led the development of a comprehensive planning delivery platform and oversaw all aspects of the financial planning process for many of the firm’s high-net-worth clients. Prior to Archetype, Tim served as Senior Vice President, Director of Tax and Financial Planning Services at Lazard Wealth Management. He also served in various senior positions at UBS Financial Services and Bessemer Trust.
Tim received a Bachelor of Science in Accounting and a Master of Science in Income Taxation from Seton Hall University. He is a Certified Public Accountant and is a member of the American Institute of Certified Public Accountants and the State Society of Certified Public Accountants of both New York and New Jersey.
Contact Tim at firstname.lastname@example.org