Rob serves as the Chief Investment Officer at Geller, setting the strategic direction that guides all investment management decisions for clients. Rob chairs the firm’s Investment Committee and is responsible for all investment matters including asset allocation, risk management, and the selection and monitoring of investment managers. He also is the portfolio manager for Geller Advisors’ alternative investment funds.
Rob brings over 30 years of experience investing in a wide variety of traditional, hedge fund, and private equity investments. He has deep expertise in the areas of asset allocation, portfolio construction, manager due diligence, and risk management. He has a track record of generating positive, risk-adjusted returns in a variety of market environments over multiple market cycles.
Prior to joining Geller Advisors, Rob worked at Caxton Associates LP for more than 21 years, serving as Director for Alternative Investments and as Portfolio Manager for Caxton Select LLC, a multi-strategy fund-of-funds. He was also responsible for sourcing and evaluating a broad spectrum of investment opportunities and creating customized portfolios across all asset classes for the Principals of Caxton and their affiliates.
Rob received his Bachelor of Arts in Accounting and Finance from Hartwick College and is a CFA charterholder. He is a member of the Economic Club of New York and the CFA Society of New York. He also holds a FINRA Series 3 license. He is a member of the Board of Trustees of Hartwick College and serves as a member of its Investment Committee, and is a member of the Board of Trustees of the Center of Theological Inquiry in Princeton, NJ. He has also been an active advisor to the investment committee of the American Enterprise Institute in Washington, DC, and has served on various other boards and investment committees, including the Princeton Healthcare System and the CFA Society of New York Society of Security Analysts (formerly the New York Society of Security Analysts).