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

Management Committee

Diane Gubelli

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

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

Partner and Chief Legal Officer,
Geller & Company

Multi-Family Office Leadership and Client Advisory

Scott Bush

Partner, Geller & Company and Chief Client Officer, Geller Advisors
Robert D. Wedeking

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

Managing Director, Geller Advisors
Martim de Arantes Oliveira

Managing Director, Geller Advisors
Mona Manahi

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

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

Chief Compliance Officer, Geller Advisors
Jonathan Barbato

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

Managing Director, Head of Wealth Strategy & Planning
Joe Kluemper

Partner, Geller & Company and Managing Director, Geller Tax
Sylwia Koc-Marano

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

G Client Services Leadership

Diane Gubelli

Partner, Geller & Company and Head of G Client Services
Hayden Horowitz

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

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

Geller & Company 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