Geller
Fiona Reid is a seasoned professional with extensive experience in financial services and wealth management. Since 2003, Fiona has served as Managing Director at Geller & Company, where leadership encompasses relationship management, special projects, CFO services, and operations for a diverse clientele, including privately held companies, public nonprofits, and ultra high net worth individuals. Prior to this role, Fiona held the position of Director at Geller & Company, overseeing the Expense Initiatives team and enhancing project management and organizational strategies for a prominent financial software entity. Earlier career endeavors included a Senior Associate role at Zeborg, where business planning and performance improvement services were delivered to Fortune 100 clients, and an Associate position at Mitchell Madison Group, focused on growth and marketing strategies for global financial services and retail clients. Fiona is an alumna of McGill University.
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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