Geller
David Stewart, CMA, currently serves as the Strategic Finance & Special Projects Manager at Geller, overseeing financial strategies for a philanthropic client with an annual budget exceeding $3 billion. Prior experience includes a role as Senior Consultant at EY-Parthenon, where David provided strategic advice to Fortune 100 healthcare clients on market entry and M&A, significantly influencing leadership decisions. At Deloitte Consulting, David delivered data-driven solutions as an Analyst/Consultant, enhancing operational efficiency for Fortune 500 healthcare and insurance clients. Initial experience includes contributing to data analysis during two summer associate positions at PwC, where guided cost-saving recommendations were implemented. David holds a Bachelor of Business Administration in Business Analytics from the University of Notre Dame.
This person is not in any teams
This person is not in any offices
Geller
1 followers
Geller provides strategic financial, tax, and consulting services to individuals and families of significant wealth, and their affiliated operating business and foundations. Geller was established in 1984. Since this time, we have continued to advance our infrastructure and in-house capabilities to support our clients’ exceptional visions—from scaling businesses to championing philanthropic endeavors. For more information, visit gellerco.com. Visit the Geller Advisors LinkedIn page for information about our private wealth management and family office services: linkedin.com/company/geller-advisors