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The Leadership Team at Geller is responsible for guiding the company's strategic direction and ensuring execution across all service lines, including financial, tax, consulting, and private wealth management services. This team of senior executives and directors oversees key functions such as investment research, tax services, executive search, IT and security, compliance, wealth strategy, and CFO services. Their collective expertise ensures Geller continues to provide exceptional, tailored solutions to clients with significant wealth and complex needs.