Geller & Company Names Joe Calabrese CEO of Geller Family Office Services Business

NEW YORK, Sept. 16, 2013 /PRNewswire/ -- Geller & Company, a premier strategic financial advisory firm, today announced that Joe Calabrese has been named Chief Executive Officer of Geller Family Office Services LLC (GFOS), the firm's family office and wealth advisory business.  In his role as CEO, Mr. Calabrese will work closely with Martin Geller, founder and Chief Executive Officer of Geller & Company, and the GFOS leadership team to further develop and shape the business' operations and strategic direction. 

Mr. Calabrese joins Geller & Company from Harris myCFO, the multifamily-office unit of BMO Private Bank and one of the nation's leading integrated wealth management and independent investment advisory firms for high-net-worth individuals and families.  He most recently served as President and CEO of Harris myCFO, setting the strategic direction for growth and delivery excellence, and managing the firm's largest family relationships.  Mr. Calabrese has extensive experience providing integrated advisory services across all facets of wealth, including investments; trusts and estates; tax planning; philanthropy; family education; capital advisory; risk management and insurance advisory; and financial reporting and expense management.  

Martin Geller said, "We are delighted to welcome an executive of Joe Calabrese's caliber as the new CEO of GFOS.  Joe has an exceptional record of industry leadership and of consistently providing clients with first-class service and results. Throughout his distinguished career, Joe's vision and initiatives spurred tremendous growth for his respective organizations.  At Harris myCFO, Joe built significant brand presence, forged a business culture that attracted top talent and assembled client-focused teams dedicated to the advocacy of client interests in all wealth matters."

Mr. Geller continued, "Bringing Joe to GFOS is an important step in ensuring that the organization is well-positioned to continuously enhance its capabilities, performance and service level for each of our clients."

Mr. Calabrese said, "It is a privilege to become part of the Geller organization and to lead an outstanding team of GFOS professionals as we work together to expand the firm's highly respected advisory platform.  The most critical differentiator for success in the niche high-net-worth advisory space is the ability to consistently understand each client's distinct expectations and to provide exceptional service and results.  That is exactly what Geller has done throughout its history and we will build on that impressive legacy."

Mr. Calabrese will lead a GFOS team comprised of more than 60 professionals with extensive experience in family office and wealth advisory, including ultra-high-net-worth investment advisory, tax, estate and trust planning, CFO advisory services and concierge services.  As of June 2013, based on the efforts of this team, GFOS had in excess of $5 billion in assets under advisement (AUA).

To continue to capitalize on its success Geller has enhanced its talent base by retaining top talent and continually hiring high-quality professionals in various aspects of its business.  GFOS has been significantly strengthened through a number of recent key hires, including Rob Wedeking as Chief Investment Officer, Tricia Levin as Partner in Charge of Tax Services and Stan Trotta as Director of Family Office Tax.  Geller & Company also named Jerry Leamon, former Global Managing Director for Deloitte, as Vice Chairman of its Advisory Board.  Each of these individuals has had a long and successful career and has been extremely successful in working in Geller's collaborative culture and helping the continuous strengthening of the organization.

Mr. Calabrese is a Chartered Accountant with a joint honors degree in Economics and Finance from McGill University.

About Geller & Company

Founded in 1984, Geller & Company is a world-class strategic financial and advisory firm serving high net worth individuals and families, corporations, and non-profits and foundations.  Headquartered in Manhattan, Geller & Company has almost 500 professionals to help shape and drive our clients' financial strategies.  Our team of CPAs, CFAs and MBAs bring decades of experience across a broad spectrum of industries. We offer a comprehensive portfolio of services coupled with unparalleled cross-disciplinary expertise, a commitment to superior solutions, and unwavering personal attention.

Geller Family Office Services LLC (GFOS), a subsidiary of Geller & Company, is a registered investment adviser and multi-family office that serves wealthy individuals and families and their closely held private, public and non-profit businesses. GFOS has assets under advisement of more than $5 billion and offers a comprehensive portfolio of services: investment management and planning; estate preservation and multi-generational planning; CFO services for the family enterprise including business and personal financial management; and tax management. No matter how complex the family enterprise, GFOS professionals have the experience and wisdom to deliver unparalleled solutions that help our clients determine and achieve their goals.   

 

SOURCE Geller & Company