Geller & Company and its subsidiary, Geller Advisors, provides individuals, families, business owners, institutions and non-profits with strategic financial advisory and wealth management services. Geller Advisors is an MFO.

Bloomberg, the business and financial information and news provider, has agreed to buy the outsourced chief financial officer and business services division of Geller & Company.

Geller has provided services to Bloomberg for almost four decades.

Following the transaction, Martin Geller, founder and chairman of Geller, will remain a board member of Bloomberg and continue in his role as senior advisor to Michael Bloomberg, founder of the eponymous business.

Patti Roskill, a partner at Geller who along with Mr Geller has led its work for Bloomberg, will join Bloomberg as will more than 300 Geller professionals; she will continue to serve as Bloomberg's CFO and as a member of its management committee.

"Starting with Marty as our CFO in our earliest days, Geller has been a vitally important part of our company since our founding 40 years ago," Michael Bloomberg said.

"We have worked together so well for so long, and grown together so successfully, reflecting the commitment we share to openness and innovation, hard work and customer service, diversity and opportunity - and giving back to the communities where we live and work. This is an idea that we have talked about for quite some time, and we believe that greater integration will make all of us stronger and better.”

Geller & Company and its subsidiary, Geller Advisors, provides individuals, families, business owners, institutions and non-profits with strategic financial advisory and wealth management services. These services include CFO, financial, tax and estate planning, investment management, philanthropic giving, and technology.

Geller Advisors is a multi-family office that has more than $9 billion of assets under management and advisement.