Leadership

We are experienced, sophisticated advisors and subject matter experts, unified by a mission to safeguard and simplify your complex financial life.

Geller’s leaders and client service professionals are part of a team of 300+ professionals dedicated to exceeding your expectations.

Martin J. Geller

Founder and Chairman
Diane Gubelli

Partner, Geller & Company and Head of Geller Private Client Services
Steve Goldberg

Partner, Geller & Company and Head of Corporate Tax Services
Leanne Haupt

Chief Legal Officer
Elliott Lee

Chief Financial Officer
Neil Isola

Managing Director, Head of Information Technology & Security
Hayden Horowitz

Partner, Geller & Company and Managing Director, Geller Private Client Services
Barbara E. Parker

Managing Director, Geller Private Client Services
Scott Bush

Chief Client Officer, Geller Advisors
Robert D. Wedeking

Chief Investment Officer, Geller Advisors
Martim de Arantes Oliveira

Managing Director, Geller Advisors
Mona Manahi

Managing Director, Head of CFO Services, Geller Advisors
Mark Rubin

Managing Director, Head of Tax Services, Geller Tax
Angela DeRose

Chief Compliance Officer, Geller Advisors
Will Amerine

Managing Director, Geller Advisors
Jonathan Barbato

Managing Director, Head of Investment Research & Strategy, Geller Advisors
Allen Injijian

Managing Director, Head of Wealth Strategy & Planning
Joe Kluemper

Managing Director, Geller Tax
Sylwia Koc-Marano

Managing Director, Geller Advisors
Tricia Levin

Managing Director, Geller Advisors
Paul Boscacci

Head of Investment Operations, Geller Advisors
Jacqlyn Aloisi

Director, Cyber Services Strategy & Operations, Geller & Company
Meghan Grainer

Director, Senior Client Relationship Manager, Geller Advisors
Paul Oliva

Director, Senior Client Relationship Manager, Geller Advisors
Katherine Vaynshteyn

Director, Accounting, Geller Advisors

Advisory Board

Candace K. Beinecke

Advisory Board Member
John A. Herrmann, Jr.

Advisory Board Member
Jerry P. Leamon

Advisory Board Member
Ellie Patsalos

Advisory Board Member
John C. Simons

Advisory Board Member
Dr. Marti Smye

Advisory Board Member