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Maria Neary, CPA, CFA

Maria Neary serves as Managing Director of Geller Family Office Services
LLC. In addition to providing direction for the practice, her responsibilities
include overseeing client relationships, coordinating a wide range of wealth
management services and leading business development.

Prior to joining Geller, she was Chief Operating Officer at Braun Business
Management, a multi-family office firm specializing in wealth management
services to private clients. Her responsibilities there included business
development and client management. Prior to this, she was with JP Morgan
Chase as a senior Relationship Manager in the Private Bank, advising
sophisticated financial entrepreneurs and their families. Earlier in her career,
Maria was with PricewaterhouseCoopers.

In addition to being a CPA, Maria is a Chartered Financial Analyst. She earned
her BBA and MBA at Pace University and has taught accounting at New York
University’s School of Continuing Education.


Maria can be contacted at mneary@gellerco.com or (212) 583-6189.

 


 

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