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Geller & Company Names Christopher E. Judge As A Tax Manager In Family Office And Wealth Advisory Business


News provided by

Geller & Company

Oct 16, 2014, 08:30 ET

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NEW YORK, Oct. 16, 2014 /PRNewswire/ -- Geller & Company, a strategic financial advisory and wealth management firm, today announced that Christopher E. Judge has joined the firm as a Tax Manager within Geller Family Office Services, LLC.  Mr. Judge will serve the firm's high net worth clients, with a specialty in managing their unique tax and planning needs.  He will work closely with Tricia Levin, Managing Director in charge of tax at Geller Family Office Services, LLC, as well as with other members of Geller & Company's family office and wealth advisory leadership team.  Mr. Judge joins Geller & Company from Ernst & Young, where he was a Senior Manager within the Personal Financial Services practice. 

"Chris has a strong background in tax management and developing comprehensive wealth management plans," said Tricia Levin.  "His breadth of experiences and commitment to client service and integrity will provide immediate value to our firm and clients."

Commenting on his appointment, Christopher E. Judge said, "Wealthy individuals increasingly face complex challenges in managing their finances, and need access to sophisticated advice and planning tools to successfully navigate this environment.  At Geller & Company, I will be part of a strong integrated wealth management team that can address the full range of client needs including tax, investments, estate and trust planning, philanthropy and specialized family office matters."

Building on its successes, Geller & Company continues to attract an extremely well-qualified talent base to support its growing client base.  In recent years, the executive and investment management team at Geller Family Office Services, LLC has been significantly strengthened through a number of key hires, including Joe Calabrese as Chief Executive Officer and Rob Wedeking as Chief Investment Officer.

Geller & Company's family office and wealth advisory team is comprised of more than 70 professionals with extensive experience in serving wealthy individuals, families and their closely held private, public and non-profit businesses.  As of December 31, 2013, Geller Family Office Services, LLC had in excess of $2.1 billion in assets under management.

Bio of Christopher E. Judge

Prior to Ernst & Young, Mr. Judge's professional experience includes working in the Private Client Services Group and Corporate Tax division of Arthur Andersen.  Previous to that, he served for four years as a Director within the client reporting segment of Morgan Stanley's Ultra High Net Worth division.  Mr. Judge's expert commentary has been cited in Bloomberg News and he was a contributing author of the Ernst & Young Tax Guide.  He has also presented at various industry symposiums and seminars.  Mr. Judge holds a B.S. in accounting from Fordham University.

Mr. Judge honorably served as an Army Armor Officer for over nine years, including an active duty tour in support of Operation Iraqi Freedom.  In recognition of his outstanding service to our nation, Mr. Judge received a Joint Service Commendation Medal, an Army Commendation Medal and an Army Achievement Medal. 

About Geller & Company

Geller & Company is a strategic financial advisory and wealth management firm, providing clients with a comprehensive suite of services to help them reach their financial goals.  To learn more about Geller & Company, please visit www.gellerco.com.

Media Contacts:


Paul Basil                                   

Michael Herley or Daniel Yunger

Geller & Company                        

Kekst and Company Incorporated

212-583-6124                                

212-521-4897 / 4879

[email protected]                      

[email protected] / [email protected]

SOURCE Geller & Company

Related Links

http://www.gellerco.com

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