Geller
Joe F. has extensive experience in accounting and finance, having worked at companies such as Geller Advisors LLC, WPI Ventures, Convergex, The Blackstone Group, and currently at Geller & Company. Joe has held various roles such as Accounting & Relationship Manager, Accounting Specialist, Assistant Vice President of Finance, Accountant, Director of Finance & Operations, and Senior Finance & Operations Manager.
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