Geller & Company, a financial advisory and wealth management firm, has appointed Christopher Schumacher as a director and client relationship manager in New York, FWR can exclusively report.

Geller & Company, a financial advisory and wealth management firm, has appointed Christopher Schumacher as a director and client relationship manager in New York, Family Wealth Report can exclusively reveal.

Schumacher is latterly of Solaris Alternative Asset Management, where he was a director responsible for business development and providing fixed income analysis and risk management. 

In his new role at Geller, he will work with members of the family office leadership team to develop wealth advisory and money management services for clients, drawing on his knowledge of traditional and alternative investment strategies including hedge funds, private equity, venture capital and real estate.

“Ultra-high-net worth advisory services are often complex businesses that require specialized expertise to best serve the diverse needs of clients, and are hallmarks of Geller & Company. Over the months ahead, I will be meeting directly with many of the firm’s clients to better understand their long-term financial goals. I am excited to be joining such a world-class organization,” Schumacher said. 

Prior to Solaris, Schumacher was a senior investment analyst responsible for asset allocation, performance, and attribution analysis at the investment consulting firm Cambridge Associates. In that role, he worked with university endowments, non-profit organizations, pension plans and high net worth individuals.

Following this, he was director of research at Papamarkou Wellner Asset Management, focused on market and manager research, strategic and tactical asset allocation and portfolio construction for the firm’s HNW clients. Additionally, he served as co-portfolio manager of the firm’s fund-of-hedge-fund portfolio, as well as a registered representative and trader for client accounts.

Geller & Company’s family office and wealth advisory team is comprised of more than 70 professionals serving wealthy individuals, families and their closely held private, public and non-profit businesses. As of April 30, 2014, the business had in over $2.1 billion in assets under management. 

“We have grown over the years through referrals from clients and other professionals. We have a very unique integrated approach in how we serve clients as their outsourced family office. We’re bespoke – clients rely on us to address their exacting wealth needs for investments solely or for the range of family office services we provide like tax planning, personal accounting and cash management, estate planning, philanthropy and more. With Chris joining us, we’re able to keep the high standards that Geller & Company has had and bring in people that can continue to add value to our families,” Robert Wedeking, chief investment officer of Geller Family Office Services, told this publication.

In other recent news at the firm, for example, last September Joe Calabrese was recruited from Harris myCFO as chief executive of Geller Family Office Services.

Founded in 1984, Geller & Company serves high net worth individuals and families, corporations, non-profits and foundations.