Geller & Company, a premier strategic financial advisory firm, today announced that Joe Calabrese has been named Chief Executive Officer of Geller Family Office Services LLC (GFOS), the firm’s family office and wealth advisory business. In his role as CEO, Mr. Calabrese will work closely with Martin Geller, founder and Chief Executive Officer of Geller & Company, and the GFOS leadership team to further develop and shape the business’ operations and strategic direction.
Mr. Calabrese joins Geller & Company from Harris myCFO, the multifamily-office unit of BMO Private Bank and one of the nation’s leading integrated wealth management and independent investment advisory firms for high-net-worth individuals and families. He most recently served as President and CEO of Harris myCFO, setting the strategic direction for growth and delivery excellence, and managing the firm’s largest family relationships. Mr. Calabrese has extensive experience providing integrated advisory services across all facets of wealth, including investments; trusts and estates; tax planning; philanthropy; family education; capital advisory; risk management and insurance advisory; and financial reporting and expense management.