Geller
Sally Yu, CPA, CMA, and MBA, is an experienced accounting professional with a strong background in financial management. Currently serving as a Senior Accounting Manager at Geller & Company since July 2019, Sally has held various roles throughout a distinguished career, including positions as Associate at Your Part-Time Controller, LLC, and Controller at SunBurger LLC. Prior experience includes acting as Controller at Coach USA Transit Service and working as a Financial Analyst at Citigroup. Sally started in the industry as an Accounting Manager at Happy Garden Restaurant, Inc. Sally holds an MBA in Accounting from the City University of New York-Baruch College and a B.S. in Mathematics and Computer Science from Stony Brook 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