Geller & Company, a US based financial advisory firm, has named Joe Calabrese as CEO of Geller Family Office Services (GFOS), the firm’s family office and wealth advisory business.
In his new role, Calabrese will work closely with Martin Geller, founder and CEO of Geller & Company, and the GFOS leadership team to further develop and shape the business operations and strategic direction.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Calabrese will lead a GFOS team comprised of more than 60 professionals with extensive experience in family office and wealth advisory, including ultra-high-net-worth investment advisory, tax, estate and trust planning, CFO advisory services and concierge services.
Calabrese joins Geller & Company from Harris myCFO, the multifamily-office unit of BMO Private Bank. Most recently, he served as president and CEO of Harris myCFO, setting the strategic direction for growth and delivery excellence, and managing the firm’s family relationships.
Martin Geller said: "Bringing Joe to GFOS is an important step in ensuring that the organization is well-positioned to continuously enhance its capabilities, performance and service level for each of our clients."
GFOS has been strengthened through a number of recent key hires, including Rob Wedeking as CIO, Tricia Levin as partner in charge of tax services and Stan Trotta as director of family office tax. Geller & Company HAS also named Jerry Leamon as vice chairman of its advisory board.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
