Business Details
42 Years
experience
Your Trusted Partner for Financial Advisory Solutions
Since 1984, Geller has established itself as a trusted partner for high-potential businesses and philanthropic organizations seeking strategic financial guidance. Our firm specializes in delivering tailored solutions to complex financial challenges, with expertise spanning outsourced CFO services, financial modeling, strategic planning, and operations management. With a team of over 100 professionals, we combine decades of industry experience with multidisciplinary expertise to help clients achieve their objectives. Our commitment to innovation, client service, and community engagement has earned us the trust of discerning leaders and institutions. We focus on enhancing operating models, scaling businesses, and supporting philanthropic endeavors through world-class infrastructure and best-in-class service.Our advisory board includes recognized experts who further strengthen our capacity to deliver exceptional outcomes. Headquartered in New York, we serve private companies, ultra-high-net-worth individuals, family offices, foundations, and private equity firms. Our 40-year legacy reflects our dedication to simplifying complex financial landscapes while maintaining transparency and ethical standards. We measure success by our clients' ability to redefine industries and transform communities through their achievements.
Services
Outsourced CFO
Financial Modeling
Strategic Planning
Tax Advisory
Fund Administration
Investment Management
Philanthropic Services
Details
- Year established: 1984
Highlights and features
- We have 40 years of experience guiding high-potential businesses through complex financial challenges
- Our team of 100+ professionals offers multidisciplinary expertise across financial and operational domains
- We provide tailored solutions combining outsourced CFO services with strategic planning capabilities
- Our client-centric approach prioritizes transparency, ethical standards, and community engagement
- We maintain a proven track record supporting private companies and philanthropic organizations
Services
Outsourced CFO
Our outsourced CFO services provide businesses with executive-level financial expertise without full-time employment costs. We deliver comprehensive financial strategy, budgeting, and reporting solutions tailored to growth-stage companies. Our professionals help organizations optimize capital structure, improve financial performance, and navigate complex regulatory environments while maintaining operational flexibility.
Strategic Planning
We develop customized strategic plans that align financial and operational objectives with long-term growth goals. Our approach combines market analysis, financial modeling, and risk assessment to create actionable roadmaps. Clients receive expert guidance on capital allocation, expansion opportunities, and operational efficiency improvements that drive sustainable business development.
Philanthropic Services
Our specialized philanthropy division helps foundations and charitable organizations maximize their impact through strategic financial management. We provide grantmaking frameworks, donor-advised fund administration, and impact measurement systems. Our services ensure compliance with regulatory requirements while optimizing resource allocation for maximum community benefit.
Financial Modeling
We create sophisticated financial models that support critical business decisions and investment strategies. Our models incorporate scenario analysis, cash flow projections, and valuation methodologies tailored to specific industry needs. Clients receive actionable insights into capital requirements, growth trajectories, and risk mitigation strategies that inform strategic planning.
Fund Administration
Our fund administration services offer comprehensive support for private equity and alternative investment vehicles. We handle accounting, compliance, and reporting functions while maintaining strict regulatory adherence. Clients benefit from streamlined operations, enhanced transparency, and customized reporting solutions that improve investor relations and operational efficiency.
People
Martin J. Geller
Founder and Chairman
Martin J. Geller founded Geller in 1984 with a vision to create a client-centric financial advisory firm. He leads with a commitment to innovation, community engagement, and ethical business practices. His strategic direction has shaped the firm's growth into a trusted partner for high-potential organizations.
Diane Gubelli
Partner and Head of G Client Services
Diane Gubelli oversees client services with extensive experience in financial advisory and client relationship management. She focuses on delivering tailored solutions that align with clients' strategic objectives. Her leadership ensures consistent service excellence across the firm's diverse client base.
Hayden Horowitz
Partner and Managing Director, G Client Services
Hayden Horowitz provides strategic leadership for client service delivery at Geller. With deep expertise in financial operations and client management, he develops customized solutions that address complex business challenges while maintaining the firm's commitment to exceptional service standards.
Barbara E. Parker
Partner and Managing Director, G Client Services
Barbara E. Parker brings decades of financial advisory experience to her role managing client relationships. She specializes in creating operational frameworks that enhance business performance while maintaining strict adherence to regulatory requirements and client service expectations.
Fiona Reid
Partner and Managing Director, Philanthropic Services
Fiona Reid leads Geller's philanthropy division with expertise in charitable organization management. She develops strategic frameworks that maximize social impact while ensuring financial sustainability. Her work focuses on optimizing grantmaking processes and measuring community impact for foundations.
Questions
What industries does Geller specialize in?
Geller serves private companies, ultra-high-net-worth individuals, family offices, foundations, and private equity firms with tailored financial advisory services.
How long has Geller been in business?
Geller has provided financial advisory services since 1984, maintaining a 40-year legacy of supporting business growth and philanthropy.
What geographic areas do you serve?
While headquartered in New York, Geller works with clients across diverse industries and locations through our comprehensive advisory services.
What makes Geller different from other advisory firms?
Geller combines 40 years of experience with a client-centric approach, multidisciplinary expertise, and commitment to community impact in all financial advisory services.
What services does Geller offer?
Geller provides outsourced CFO services, financial modeling, strategic planning, tax advisory, fund administration, investment management, and philanthropic services.
