Robert serves as the Chief Investment Officer at Geller Family Office Services, setting the strategic direction that guides all investment management decisions for clients. He has extensive experience in asset management and investing in a wide variety of hedge fund, private equity and traditional investment vehicles.
Robert is responsible for all investment matters including asset allocation, portfolio structuring, manager due diligence, risk management and the selection and review of investment managers. Robert chairs the firm’s Investment Committee as well as our Investment Advisory Committee, which is comprised of prominent external professionals.
Prior to joining Geller Family Office Services, Robert worked at Caxton Associates LP for more than twenty-one years serving as Director of Alternative Investments and as Portfolio Manager for Caxton Select LLC, a $1.1 billion multi-strategy fund of funds. At Caxton 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.
Robert received a BA in Accounting and Finance from Hartwick College and is a Chartered Financial Analyst™. He is a member of both the Economic Club of New York and the New York Society of Security Analysts. Additionally, he is an active member of the Investment Committee at the American Enterprise Institute in Washington, D.C. and serves on the Investment Committee of the Princeton Healthcare System in Princeton, NJ. He frequently participates on industry advisory panels and presents at industry conferences.
Contact Robert at: firstname.lastname@example.org