Geller & Company recruits the CEO of the firm's family office and wealth management arm.

Manhattan, NY-based Geller & Company has recruited Joe Calabrese
from Harris myCFO as chief executive of Geller Family Office Services, the
firm’s family office and wealth advisory business. 

Calabrese will work closely with Martin Geller, founder and CEO
of Geller & Company, and the GFOS leadership team, in developing the business’
operations and strategic direction.

He will lead a GFOS team comprised of some 60
professionals specializing in ultra high net worth investment advisory, tax,
estate and trust planning, CFO advisory services and concierge services. 

Calabrese was latterly president and CEO of Harris myCFO,
the multi-family office unit of BMO Private Bank. He has significant experience
in the areas of investments; trusts and estates; tax planning; philanthropy; family
education; capital advisory; risk management and insurance advisory; and
financial reporting and expense management, Geller & Co said. 

In December last year, Geller & Company hired Tricia
Levin as its new partner in charge of tax services, responsible for shaping tax
strategy for the firm and its clients as well as for helping guide the overall
strategic direction of GFOS.

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

GFOS, a subsidiary of Geller & Company, is a registered
investment advisor and MFO with over $5 billion in assets under
advisement as of June 2013.