About
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.
Services
Investment management
CFO Services
Real Estate Services
Tax Advisory Services
EXECUTIVE Leadership
Martin J. Geller
Founder and Chairman
Martin is the Founder and Chairman of Geller & Company. Since founding the firm in 1984, Martin has led the team that services large multi-national clients with a comprehensive range of financial services. Click for full bio.
Diane Gubelli
Partner
Diane is a Partner of Geller & Company and co-heads the Family Office practice. 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. Click here for full bio.
Steve Goldberg
Head of Tax Practice
Steve is Head of Tax Services at Geller & Company and Geller Advisors. He has over thirty years of experience in the tax services industry. Click for full bio.
Leanne Haupt
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 Horowitz
Partner
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
Managing Director
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.
Anthony Sirabella
Chief Information Officer
Anthony serves as Chief Information Officer and is responsible for developing and carrying out IT strategy, operations, and process improvements across the firms. Anthony is also a member of the firm’s Operating Committee. Click for full bio.
Candace K. Beinecke
Board Member
Candace K. Beinecke is the Senior Partner of Hughes Hubbard & Reed LLP. Candace was the first woman to chair a major New York law firm, a position she held for 17 years. Click here for full bio.
John A. Herrmann, Jr.
Board Member
John A Herrmann, Jr. served as a Partner and Co-Founder of the M&A Department at Lehman Brothers, a Senior Managing Director at JPMorgan and a Partner of Lincoln International. Click here for full bio.
Jerry P. Leamon
Board Member
Jerry P. Leamon is the Director of Korn Ferry International’s Board and is a member of Credit Suisse USA’s Board of Directors. Jerry spent 40 years at Deloitte & Touche LLP. serving as a Global Managing Partner. Click here for full bio.
Ellie Patsalos
Board Member
Ellie Patsalos is the founder and Managing Director of Patsalos Consulting Ltd. Ellie was previously a Senior Partner and Vice Chairman of Deloitte LLP. Click here for full bio.
John C. Simons
Board Member
John C. Simons is the Managing Partner of Corporate Fuel Advisors, LLC. John was formerly an EVP for Bank of America and a SVP with Chase Manhattan Bank. Click here for full bio.
Dr. Marti Smye
Board Member
Dr. Marti Smye is the President of Leaders Matter and is an author and public speaker. Marti served as the Global Head of Coaching/Senior Client Partner at Korn Ferry International. Click here for full bio.