Geller
Evan Rowley possesses a substantial background in client reporting and financial analysis, having worked at MacKay Shields LLC since June 2019 and previously at Moody's Investors Service from March 2017 to June 2019 as a Financial Associate. At Moody's, Evan was responsible for managing data updates, publishing ratings, and ensuring compliance with regulatory standards, while also providing valuable performance reports that supported executive decision-making. Prior experience includes an internship at GFI Group in 2014, where Evan assisted the Middle Office team and supported FX trading operations. Educationally, Evan holds a Bachelor of Applied Science in Economics from York College of Pennsylvania (2012-2016) and has pursued Software Engineering through Thinkful.
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Geller
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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