Geller & Company Overview

  • Service
  • Other Service Provider Type

  • Founded
  • 1984

  • Serviced Investors
  • 1

Geller & Company General Information


Founded in 1984, Geller & Company is a strategic advisory firm whose clients include businesses, high net worth individuals and families. The firm's services include wealth management, Chief Financial Officer consulting, financial reporting, and accounting and tax advisory.

Contact Information

Year Founded
Service Provider Type
Other Service Provider Type
Primary Office
  • 909 Third Avenue
  • New York, NY 10022
  • United States
+1 (212) 000-0000

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Geller & Company Services to Investors

Service on a Deal — Buy Side (1)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Bloomberg Advisor: General Sep 2011 00000 0000000
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Geller & Company Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Geller & Company Team (18)

Name Title Deals Office Contact
Martin Geller Founder & President New York, NY
Sue Martin Chief Operating Officer New York, NY
Tricia Levin Managing Director, Geller Advisors New York, NY
Catherine Maxwell Executive New York, NY
Owen Ryan Managing Principal & Chief Strategy Officer 0 New York, NY
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Geller & Company Subsidiaries (1)

Company Name Industry Location Founded
000000 00000000 Investment Advisor New York, NY 0000
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