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.