Geller & Company provides custom strategic financial advisory and wealth management solutions for businesses, individuals, families and not-for-profit organizations who rely on the firm for independent and cross-disciplinary advice. Founded in 1984 by Martin Geller, the firm now employs more than 300 professionals.
Geller & Company’s success is a result of its long-held operating philosophy:
Advocates for our clients. We work collaboratively with our clients to deliver comprehensive solutions for their financial management needs.
Independent. We are privately held and work solely for the benefit of our clients.
Secure. We uphold the highest standards of confidentiality, regulatory compliance, technology infrastructure and disaster recovery for the benefit of our clients.
- Committed to our people. We provide our people with every opportunity to grow personally and professionally.
- Committed to our community. We are committed to providing platforms for our people to become more involved and contributing citizens.
Real Estate Services
Tax Advisory Services
Chief Legal Officer
Leanne Haupt is the Chief Legal Officer of the firm and a member of its Management Committee. She oversees the firm’s Legal and Compliance function, as well as several operational functions, including Human Capital, Information Technology, Investment Operations, Marketing & Communications, MFO Strategy and Operations, and Risk Management. Leanne works closely with the other leaders to develop and drive large scale strategic initiatives. Click for full bio.
Hayden is a Partner at Geller & Company, and a Managing Director within Geller Advisors. Currently, Hayden co-leads a team serving the personal and philanthropic needs of the firm’s largest client. He was formerly the Chief Executive Officer and Chief Operating Officer for Geller Advisors, and also led the firm’s real estate initiatives. Click here for full bio.
Barbara E. Parker
Barbara is a Managing Director within Geller Advisors. Currently, Barbara co-leads a team serving the investment and philanthropic needs of the firm’s largest client. Click here for full bio.