Geller
Phil A. has a diverse professional background, ranging from roles such as Equity Research Summer Analyst at KeyBanc Capital Markets to Founder and Chief Executive Officer at Green Team Lawn Care. Phil's experience includes positions such as Mergers & Acquisition Integration Specialist at Park Place Technologies and AV Technician at Weatherhead School of Management at Case Western Reserve University. Currently, Phil holds the position of Senior Analyst, Transfer Pricing at Geller & Company.
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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