Joe Calabrese has been named CEO of Geller Family Office Services LLC, Geller & Company, a New York City-based financial advisory firm, announced today.
Geller Family Office Services is a subsidiary of Geller & Company and is the firm’s family office and wealth advisory business.
Calabrese was previously with Harris myCFO, a wealth management and independent investment advisory firm for high-net-worth individuals and families and the multifamily office unit of BMO Private Bank.
Calabrese, who was president and CEO of Harris myCFO, has experience providing integrated advisory services, including investments, trusts and estates, tax planning, philanthropy, family education, capital advisory, risk management and insurance advisory, and financial reporting and expense management.
Geller Family Office is a registered investment adviser and multi-family office that serves wealthy individuals and families and their closely held private, public and non-profit businesses. It has more than $5 billion in assets under advisement.