Geller
Evan Rosenstock, MBA, is an accomplished finance professional with extensive experience in financial planning and analysis (FP&A) and strategic project management. Currently serving as the Director of FP&A and Special Projects at Geller, Evan has previously held key leadership positions at Bond Vet and E78, where significant financial modeling and performance measurement solutions were implemented. At JDC, Evan established and expanded the FP&A function, contributing to a fourfold budget growth and a 20% increase in product revenue. In earlier roles, Evan demonstrated commitment to organizational growth and training initiatives, notably achieving a 60% growth in immersive experiences and cultivating numerous partnerships. Evan holds an MBA in Accounting and Finance from NYU Stern School of Business, a Master’s Degree in International Relations and Affairs from New York University, and a Bachelor’s Degree in Business Administration from Emory University.
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Geller
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Geller provides strategic financial, tax, and consulting services to individuals and families of significant wealth, and their affiliated operating business and foundations. Geller was established in 1984. Since this time, we have continued to advance our infrastructure and in-house capabilities to support our clients’ exceptional visions—from scaling businesses to championing philanthropic endeavors. For more information, visit gellerco.com. Visit the Geller Advisors LinkedIn page for information about our private wealth management and family office services: linkedin.com/company/geller-advisors