Geller Advisors Llc
Geller Advisors provides sophisticated wealth management solutions and family office services to individuals and families of significant wealth. Our objective is to employ our multidisciplinary expertise—across investments, tax, planning, and financial management—to enrich our clients’ lives, help them reach their financial goals, and make the best decisions in connection to important life events. We aim to afford highly discerning leaders and families more time to focus on what matters most to them by managing every critical aspect of their complex financial lives.
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Verified contacts
21
available on Kipplo
LinkedIn employees
65
51 to 200 range
Open roles
—
no listings
Distinct roles
18
indexed titles
Tech stack
6
tools in use
Monthly traffic
1.0K
organic / mo
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Decision-makers and verified team members
21 contacts with verified email or phone · masked until revealed.
- MG
Meghan Grainer
Director, Senior Client Relationship Manager · Customer/Client Service
EmailPhone - DS
Dawn Schpak
Chief of Staff to Chief Client Officer · General Business & Management
EmailPhone - KF
Kyle Ferry
Manager - Portfolio Analyst · Finance & Accounting
EmailPhone - CR
Carlos Ramos
Reporting Analyst · Finance & Accounting
EmailPhone - TC
Timothy Campbell
Tax Associate · Finance & Accounting
EmailPhone - MD
Martim de Arantes Oliveira
Managing Director · General Business & Management
EmailPhone - JJ
Jessica Jaffe
Manager, Client Operations · Operations
EmailPhone - MT
Monica T. Tosca
Executive Assistant Office Manager · Operations
EmailPhone - LL
Lorena Lopez
Senior Executive Assistant · General Business & Management
EmailPhone
Showing 9 of 21 verified contacts
Top roles at Geller Advisors Llc
18 distinct titles indexed · top 10 shown.
- 3accounting associate
- 2tax associate
- 1chief of staff to chief client officer
- 1director enterprise application
- 1director of operations
- 1director, senior client relationship manager
- 1equity research analyst
- 1executive assistant office manager
- 1head of investment strategy and research
- 1information technology help desk technician
- +8more titles
Sign up to unlock all 21 contacts at Geller Advisors Llc
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