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Howard Geller

Strategic Consultant, Strategic and Financial Analyst, Family Office Reporting, Manager Research and Selection

Howard Geller is a strategic consultant with over 20 years of experience in the financial services industry, specializing in working with family offices, individual investors, wealth managers, investment managers, and private equity firms.

His expertise lies in assessing, analyzing, and recommending solutions, particularly in portfolio reporting system review, requirements development, best practices review, investment manager and outsourced service provider due diligence, and targeted project assessment and resolution.

Howard Geller serves as an internal consultant, effectively bridging communication gaps to solve problems, implement solutions, and seize opportunities within the financial sector.

His industry background encompasses analytical, strategic, and competitive analysis of financial products and strategies for both institutions and individuals, covering areas such as performance measurement, portfolio attribution, product analysis and management, marketing product placement, investment manager due diligence, and business analysis and evaluation.

His primary areas of consulting include family office project assessment, resolution, and reporting, best practices review and development, portfolio accounting and reporting system review and requirements development, investment manager due diligence, outsourced service provider due diligence, as well as product analysis, strategy, and evaluation.

Howard Geller pursued a BS in Finance at Rider University and an MBA in Finance at Fairleigh Dickinson University.

He is currently a consultant at Hudson Peak Group LLC and has previously held positions such as Director at MacKay Shields and Assistant Marketing Director/Analyst at Wasserstein Perella Capital Management.

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Location

Harrison, New York, United States