People Moves
October 7, 2014

Geller & Company Names CFO For Family Office, Wealth Advisory Clients

Geller & Company, the financial advisory and wealth management firm, has added Barbara Parker to

Family Office
October 2, 2014

Managing Private Aviation Services For UHNW Clients: Top Tips From Geller & Company

Ellen Urell of Geller & Company shares insights gleaned from years of planning, accounting for, and

People Moves
July 7, 2014

Executive Moves In The Americas: June 2014

Here is a summary of people moves in the Americas throughout the month of June

People Moves
June 13, 2014

US Capital Advisors Adds Wealth Management Team In Houston HQ

US Capital Advisors has added the team of Todd LaVergne, Nick Erwin, Ryan Ringuet and Aaron Geller

People Moves
May 7, 2014

EXCLUSIVE: Geller & Company Makes Senior Family Office, Wealth Advisory Hire

Geller & Company, a financial advisory and wealth management firm, has appointed Christopher

Family Office
December 10, 2013

Family Offices Reveal Top Concerns For 2014 At Inaugural JP Morgan Summit In California

Family offices cited politics, stunted economic growth and interest rates among their top

People Moves
November 27, 2013

JP Morgan Private Bank Expands In "Dynamic" Northern California With Raft Of Hires

JP Morgan has added five advisors to its private banking offices in Northern California, which the

Awards
October 8, 2013

Profile Of US/Canadian Awards Judges: Jamie McLaughlin

People Moves
October 4, 2013

North America Wealth Management People Moves: September 2013

New Office
September 18, 2013

JP Morgan Goes All-In On Bay Area