Verified recordFinancial Services

Jonathan Barbato

Head of Investment Strategy and Research at Geller Advisors Llc

Based in New York, United States

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Seniority

C-Team

Department

Finance & Accounting

Location

New York

Industry

Financial Services

Company size

65

Contact information

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Email

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j•••••••@gellerco.com

Phone

5 credits

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Background

About Jonathan Barbato

Senior investment executive at a multi-billion dollar family office with a long and proven track record of sourcing outstanding investments across all asset classes including direct investments, hedge funds, long only, small cap, MLPs, fixed income, CTAs, and venture capital funds. Recognized as an industry leading panelist and well versed in MFO/RIA dynamics. Speaking engagements: various including Dynasty Financial Partners: Houston. Dynasty Investments Forum - The Pulse of the Network (panelist) Weston Hill: Global Private Wealth Forum NYC - Private Equity (panelist) Dynasty Financial Partners: Nashville. Dynasty Investments Forum - Dynasty Network Members Share Their Investment Outlooks (panelist) Weston Hill: Global Private Wealth Forum NYC - Private Equity (panelist) Markets Group: Private Wealth New York Forum, Opportunistic Alternative Investing (panelist) Opal Group: Family Office Winter Forum NYC- Private Equity and Venture Capital - opportunities and threats (panelist) Markets Group: Private Wealth New York Forum, The Expert Perspective - Global Markets & Accessing the Best Investments (panelist) Connex International: Philadelphia. Strategic Sector Meeting Family Office/Private Wealth Track - The Evolution of Hedge Funds in a Family Portfolio (led Think Thank) Publications: various including Citywire June 4, 2018: Cover - Patient Players Citywire October 5, 2017: Magic Moments (mentioned) Penn State University Athletics: Off the Field with Nittany Lion Internships (mentioned) Citywire May 19, 2017: From Elon Musk to Miles Davis: get the lowdown on Geller's gatekeeper Citywire Dec. 13, 2016: From Florida to Manhattan: what's hot and what's not? Citywire: Nov. 7, 2016: mentioned in Gatekeeper Godfather article on Scott Welch Worth Magazine N 43: Should I invest in middle-market private equity? Infovest 21: Investor Focus - Multi-Family Offices Q&A with Geller Family Office Services Mineweb: Toronto's Gabriel Resources 'has risen from the dead in Transylvania'- Hallgarten Nominations: Financial Advisor: Due Diligence/Research All-Star Team

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