Geller
Josh Hellman is a Financial Operations Manager at Geller & Company with experience in preparing financial statements, cash flow modeling, and liaising with external auditors. Previously, worked as a Project Accountant at Lend Lease overseeing construction project reporting and managing bookkeeping using Oracle Enterprise One and Prolog software. Additionally, interned at Radin, Glass & Co. assisting with bookkeeping and tax preparation, and at The Durst Organization assisting with budget reports. Holds a Bachelor's Degree in Economics from Vanderbilt University and a Master's Degree in Accounting from Pace University.
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