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

    Martin J. Geller

    Founder and Chairman

  • Diane Gubelli

    Diane Gubelli

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

  • Steve Goldberg

    Steve Goldberg

    Partner, Geller & Company and Head of Corporate Tax Services

  • Leanne Haupt

    Leanne Haupt

    Partner and Chief Legal Officer, Geller & Company

  • Elliott Lee

    Elliott Lee

    Partner and Chief Financial Officer, Geller & Company

  • Neil Isola

    Neil Isola

    Managing Director, Head of Information Technology & Security, Geller & Company

  • Hayden Horowitz

    Hayden Horowitz

    Partner, Geller & Company and Managing Director, Geller Private Client Services

  • Barbara E. Parker

    Barbara E. Parker

    Partner, Geller & Company and Managing Director, Geller Private Client Services

  • Scott Bush

    Scott Bush

    Partner, Geller & Company and Chief Client Officer, Geller Advisors

  • Robert D. Wedeking

    Robert D. Wedeking

    Partner, Geller & Company and Chief Investment Officer, Geller Advisors

  • Martim de Arantes Oliveira

    Martim de Arantes Oliveira

    Managing Director, Geller Advisors

  • Mona Manahi

    Mona Manahi

    Managing Director, Head of CFO Services, Geller Advisors

  • Mark Rubin

    Mark Rubin

    Partner, Geller & Company and Managing Director, Head of Tax Services, Geller Tax

  • Angela DeRose

    Angela DeRose

    Chief Compliance Officer, Geller Advisors

  • Will Amerine

    Will Amerine

    Managing Director, Geller Advisors

  • Jonathan Barbato

    Jonathan Barbato

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

  • Allen Injijian

    Allen Injijian

    Managing Director, Head of Wealth Strategy & Planning

  • Joe Kluemper

    Joe Kluemper

    Partner, Geller & Company and Managing Director, Geller Tax

  • Sylwia Koc-Marano

    Sylwia Koc-Marano

    Managing Director, Geller Advisors

  • Paul Boscacci

    Paul Boscacci

    Head of Investment Operations, Geller Advisors

  • Jacqlyn Aloisi

    Jacqlyn Aloisi

    Director, Cyber Services Strategy & Operations, Geller & Company

  • Meghan Grainer

    Meghan Grainer

    Director, Senior Client Relationship Manager, Geller Advisors

  • Paul Oliva

    Paul Oliva

    Director, Senior Client Relationship Manager, Geller Advisors

  • Katherine Vaynshteyn

    Katherine Vaynshteyn

    Director, Accounting, Geller Advisors

Advisory Board