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May 22, 2015 1:09 PM ET

Professional Services

Company Overview of Geller & Company, LLC

Company Overview

Geller & Company, LLC provides strategic financial advisory and wealth management services. The firm offers family office; financial reporting and accounting; technology; tax advisory and compliance for corporations, partnerships, nonprofits, and individuals; and strategic and operational CFO advisory services. Its clientele include businesses, non-profits, high net worth individuals, and families. The firm was formerly known as Martin Geller CPA. Geller & Company, LLC was founded in 1984 and is based in New York, New York.

909 Third Avenue

New York, NY 10022

United States

Founded in 1984

Phone:

212-583-6000

Fax:

212-583-6241

Key Executives for Geller & Company, LLC

Founder and Chief Executive Officer
Chief Operating Officer
Chief Investment Officer of Family Office and Wealth Advisory Business
Director and Client Relationship Manager
Head of Compliance Service
Compensation as of Fiscal Year 2014.

Geller & Company, LLC Key Developments

Geller & Company, LLC Names Barbara E. Parker as CFO for Clients of Family Office and Wealth Advisory Business

Geller & Company announced that Barbara E. Parker, C.P.A., has joined its Multi-Family Office and Wealth Advisory Business as an Investment Management CFO for high net worth clients and their closely held private, public and non-profit businesses. Ms. Parker had similar roles at Sageview Capital, where she was Chief Financial Officer, Chief Compliance Officer and a member of the firm's Operating Committee.

Geller & Company Names Christopher J. Schumacher as Director and Client Relationship Manager in Family Office and Wealth Advisory Business

Geller & Company announced that Christopher J. Schumacher has joined the firm as a Director and Client Relationship Manager. Mr. Schumacher will work closely with members of Geller & Company's family office leadership team to develop customized wealth advisory and money management services for clients, leveraging his deep and sophisticated understanding of both traditional and alternative investment strategies including hedge funds, private equity, venture capital and real estate. He joins Geller & Company from Solaris Alternative Asset Management, where he was a Director responsible for business development and for providing fixed income analysis and risk management. Prior to Solaris, Mr. Schumacher was a Senior Investment Analyst responsible for asset allocation, performance, and attribution analysis with the investment consulting firm Cambridge Associates. In this capacity he focused on university endowments, non-profit organizations, pension plans and high-net-worth individuals. Following this, Mr. Schumacher was Director of Research at Papamarkou Wellner Asset Management, focusing on market and manager research, strategic and tactical asset allocation and portfolio construction for the firm's high-net-worth clients. He also was Co-Portfolio Manager of the firm's fund of hedge fund portfolio, as well as a Registered Representative and trader for client accounts.

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