John serves as a Director, Senior Client Relationship Manager at Geller Advisors LLC. With his team, John works side-by-side with high-net-worth clients to develop and implement bespoke solutions to achieve their financial objectives.
Prior to joining Geller, John spent seven years as a Client Advisor at Bessemer Trust Company, a private firm that provides wealth management services to over 2,500 families and oversees more than $100 billion in assets. During his time at Bessemer, John executed complex financial plans while coordinating with attorneys, family offices, tax advisors, and investment managers. As a Client Advisor, John acted as a liaison between Senior Client Advisors and all other service areas of the organization, including the Client Tax and Financial Planning Department; Investments; Legacy Planning and Trust Administration; the Alternative Asset Management Group; Philanthropic Advisory Services; Property and Casualty Advisory Services; Equity Risk Management and Custody.
John received his Bachelor of Science in Business Administration from the University of Pittsburgh and is a CFA® charterholder. He is a member of the CFA Society of New York, is a Certified Trust and Financial Advisor (CTFA) and maintains a FINRA Series 3 license.