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Geller & Company Names Jerry Leamon Vice Chairman of Advisory Board

Long-Time Senior Deloitte Executive Brings Nearly 40 Years of Experience to Geller


News provided by

Geller & Company

Apr 26, 2012, 08:30 ET

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NEW YORK, April 26, 2012 /PRNewswire/ -- Geller & Company, a leading strategic financial advisory firm, today announced that Jerry P. Leamon has been named Vice Chairman of Geller's Advisory Board.  Mr. Leamon was until recently Global Managing Director of Deloitte, one of the world's largest professional services firm, and was a member of the firm's senior leadership body.  Mr. Leamon will bring his unique and valuable experience to this newly created position, as he advises Martin Geller, founder and Chief Executive Officer, and the firm's senior leadership team on a wide range of business matters. 

Mr. Leamon and Mr. Geller have a long-standing relationship built over many years of working together on matters in which Deloitte and Geller have collaborated.  Mr. Leamon's vast expertise in all of Geller's business areas will support the firm as it grows and develops each of its business lines, continues to improve its products and services, and considers expansion into new areas. 

The addition of Mr. Leamon follows last month's hiring of Robert Wedeking as Chief Investment Officer of Geller Family Office Services (GFOS), further bolstering that business' capabilities. 

Martin Geller, founder and Chief Executive Officer of Geller & Company, commented, "We are fortunate to have the opportunity to bring an individual of Jerry Leamon's caliber and experience to our organization.  Jerry is deeply admired in the business community.  Our company and our clients will benefit significantly from his counsel."  

Mr. Leamon commented, "Marty and his partners have built an extraordinary firm comprised of highly talented individuals and outstanding clients with a fabulous culture. Geller has built a terrific reputation for service and quality in their important market offerings.  I am excited to help advance the businesses of Geller including exploring new opportunities."

Mr. Leamon served until 2011 as a Global Managing Director of Deloitte.  He served on Deloitte's Global Executive, the firm's senior leadership body, for 16 years.  He also served for 12 years on the Board of Directors of Deloitte Touche Tohmatsu Limited, the firm's global organization and for six years on the Board of Directors of Deloitte's U.S. member firm.

Over his four decade career with the firm, and as a partner for 30 years, Mr. Leamon established a reputation as a leading client service professional with hands-on experience in the financial services, consumer products, manufacturing, technology, media and telecommunications (TMT) industries.  He created and served in a series of new roles and structures with worldwide reach, serving as the first-ever Global Managing Director of Tax & Legal Services; Clients & Markets, with responsibility for overseeing programs directed towards all segments of the firm's client portfolio; Merger & Acquisition Services; and Services, responsible for leadership and oversight of Deloitte's core businesses (Audit, Tax, Consulting, Financial Advisory).

Mr. Leamon served as Chair of Deloitte's Global Innovation Network, leading a group of 25 partners from around the world focused on helping the firm identify and act on emerging client service-related issues, opportunities, and technologies.  He was also founder and Vice Chair of the Deloitte Center for Cross-Border Investment, which promoted a focus on marketplace issues and thought leadership with respect to cross-border investment and transactions.

Well-regarded as a strategist and innovator, Mr. Leamon has served in leadership and advisory partner roles for numerous public companies and private clients among the Fortune Global 200 and 500.  He has successfully built alliances and joint ventures and achieved extraordinary operating performance in all leadership roles.  Mr. Leamon is deeply involved in community affairs and currently serves on the Board of Directors of AmeriCares. 

About Geller & Company
Founded in 1984, Geller & Company is a strategic financial advisory firm that has long-standing relationships with its clients and works closely with them to understand their specific needs and deliver a suite of services across its business segments.  The segments include strategic and operational CFO services; financial reporting and accounting; technology; tax advisory services and compliance for corporations, partnerships, nonprofits and individuals; and family office and wealth management services.  Geller's clients include businesses, non-profits and high-net-worth individuals and families.

The family office and wealth advisory business, Geller Family Office Services LLC (GFOS), with assets under advisement of more than $5 billion and assets under management in excess of $1 billion, is a registered investment adviser serving wealthy individuals and families, and their closely held private and public businesses, as well as non-profits, charities and private foundations.  By engaging with and carefully listening to its clients, GFOS helps them determine and implement their goals and objectives through its expertise in the following areas: business and personal financial management and reporting; retirement and inter and intra generational wealth transfer planning; investment management; and consolidated reporting, tax planning and compliance, including trusts and estates. Through its integrated and execution-oriented approach, GFOS helps its clients achieve their investment, cash flow, wealth transfer, tax and retirement objectives with the highest level of quality and service.

Contact:

Mark Semer / Daniel Yunger


Kekst and Company


(212) 521-4800

SOURCE Geller & Company

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