Business Details
42 Years
experience
Your Trusted Partner for Financial Advisory Solutions
Since our founding in 1984, we have established ourselves as a trusted partner for high-potential businesses and philanthropic organizations seeking strategic financial guidance. Our team of seasoned professionals brings decades of collective experience in addressing complex financial challenges, offering tailored solutions through services such as outsourced CFO support, financial modeling, and strategic planning. We pride ourselves on a client-centric philosophy rooted in innovation, inclusivity, and community impact, ensuring that each clients unique objectives are met with actionable insights.Our infrastructure and multidisciplinary expertise enable us to support clients ranging from private companies to ultra-high-net-worth individuals, empowering them to scale operations and advance philanthropic missions. With a track record spanning four decades, we remain committed to evolving alongside our clients, leveraging world-class resources to deliver sustainable growth and operational excellence.
Services
outsourced CFO
financial modeling
strategic planning
tax advisory
fund administration
investment management
operations management
process improvement
philanthropic services
shareholder support
Details
- Year established: 1984
Highlights and features
- We offer 40+ years of experience in financial advisory services.
- Our team provides actionable solutions for complex financial challenges.
- We prioritize client-specific needs with a tailored approach.
- Our multidisciplinary expertise supports sustainable business growth.
- We maintain a strong commitment to community and ethical practices.
Services
outsourced CFO
Geller provides outsourced CFO services to businesses requiring expert financial leadership without full-time employment. Our professionals deliver strategic financial planning, budgeting, and risk management tailored to client needs. This service enables organizations to access high-level expertise while maintaining operational flexibility and cost efficiency.
financial modeling
Our financial modeling services create detailed projections and analytical frameworks to support informed business decisions. By simulating various scenarios, clients gain insights into potential outcomes, investment strategies, and capital allocation. This service is critical for businesses seeking to optimize financial performance and strategic growth.
strategic planning
Gellers strategic planning services help organizations define long-term goals and actionable pathways to achieve them. We analyze market dynamics, internal capabilities, and competitive landscapes to craft customized strategies. This ensures clients align resources effectively and sustain growth.
philanthropic services
Our philanthropic services support foundations and charitable organizations in optimizing financial structures and impact strategies. We offer grant management, compliance support, and donor engagement solutions. This enables clients to maximize their community contributions while maintaining fiscal responsibility and transparency.
fund administration
Geller provides comprehensive fund administration services, including compliance, reporting, and operational support for private equity and investment funds. Our expertise ensures adherence to regulatory standards while streamlining administrative processes. This allows fund managers to focus on investment strategies and client relationships.
People
Martin J. Geller
Founder and Chairman
Founded Geller in 1984 with a focus on innovation and client-centric financial solutions. His leadership emphasizes community impact and ethical business practices.
Diane Gubelli
Partner and Head of G Client Services
Leads client services with expertise in financial strategy and client relationship management, ensuring tailored advisory solutions for high-net-worth clients.
Barbara E. Parker
Managing Director, G Client Services
Provides strategic financial guidance to private equity firms and institutional clients, leveraging over two decades of industry experience.
Fiona Reid
Managing Director, Philanthropic Services
Specializes in supporting philanthropic organizations with financial planning, donor strategies, and impact measurement frameworks.
Neil Isola
Managing Director, Information Technology & Security
Oversees IT infrastructure and cybersecurity initiatives, ensuring robust data protection and technological innovation for client operations.
Questions
What services does Geller specialize in?
Geller specializes in outsourced CFO services, financial modeling, strategic planning, tax advisory, fund administration, and philanthropic services.
How long has Geller been in business?
Geller has provided financial advisory services since its founding in 1984, with four decades of industry experience.
What industries do you serve?
We serve private companies, ultra-high-net-worth individuals, family offices, foundations, and private equity firms globally.
What differentiates Geller from competitors?
Our client-tailored approach, multidisciplinary expertise, and commitment to community-driven values set us apart in financial advisory services.
Can Geller support philanthropic organizations?
Yes, we offer specialized services to help philanthropic organizations optimize financial strategies and operational efficiency.
How do I schedule a consultation?
Visit our website or contact us directly to arrange an introductory meeting with our advisory team.
