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Dawn Schpak Email
Chief Staff to Chief Client Officer . Geller Advisors
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Current Roles
Employees:
78Revenue:
$16.4MAbout
Geller Advisors provides financial services to high net worth individuals, families, non-profit foundations and operating businesses. We are a wholly-owned subsidiary of Geller & Company and an SEC Registered Investment Advisor. Our firm is currently comprised of over 100 professionals who deliver a wide array of services, including Investment Management, CFO Services, Tax Advisory Services, Real Estate Services, Aviation Services and Philanthropic Services. Geller Advisors is privately held – we work solely for the benefit of our clients. We consider our independence a great strength, and we are transparent in everything we do. Avoiding potential conflicts of interest means we can serve our clients’ best interest. We strive to meet client expectations through a deep understanding of their goals and what it takes to achieve them. Our primary metric of success is continual client satisfaction. We help clients simplify complex and intricate financial challenges with a comprehensive, thoughtful and collaborative planning process. Our integrated and customized approach has earned us a reputation for crafting innovative solutions for our clients.Geller Advisors Address
909 3rd avenueNew York, NY
United States