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. In addition, Barbara also oversees the internal Data, Reporting and Systems (DRS) team providing consistent and optimized processes, improved decision-making capabilities and increased operating efficiency through standardization of systems, processes and reporting.
Barbara brings more than 25 years experience as CFO of various private equity and hedge funds, most recently as CFO and member of the Operating Committee of Sageview Capital, a $1.5 billion private equity fund. Barbara has extensive experience with partnership accounting and reporting, tax, treasury, investment advisory, compliance, and partnership terms.
Barbara also has extensive experience managing high net worth family office matters including estate planning, private aviation, tax, treasury and investment management and reporting. Barbara began her career at Deloitte Touché where she was an Audit Manager.
Barbara received a Bachelor of Science in Accounting from the University of Connecticut and is a Certified Public Accountant.
Contact Barbara at BParker@gellerco.com