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Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Andrew Geller Profile Photo

    Andrew Geller

    Managing Director–Wealth Management

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    • AZ
    • CA
    • FL
    • GA
    • HI
    • ID
    • IL
    • KS
    • LA
    • MN
    • NJ
    • NV
    • NY
    • OR
    • TN
    • TX
    • VA
    • WA
    • WY

    Andy has devoted over 40 years to building relationships with his clients in the securities industry. He has advised them in creating and managing their individual portfolios. Andy has been an advocate of educating his clients in building their assets, and mentoring his colleagues. Andy graduated from California State University in Los Angeles with a Bachelor's degree and a Master's degree. He emphasizes asset allocation and total portfolio management. Estate planning for his clients has left their families with a strong legacy.

     

    Andy holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0A75198.

      • California State University, Bachelor's Degree
      • California State University, Master's Degree
        1999 Avenue of the Stars
        36th Floor
        Los Angeles, CA 90067
        andrew.geller@ubs.com
        Andrew Geller
        1999 Avenue of the Stars,Los Angeles,CA,90067
      • Greg Geller Profile Photo

        Greg Michael Geller

        Senior Vice President–Wealth Management

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        • AZ
        • CA
        • CO
        • CT
        • DE
        • FL
        • GA
        • HI
        • ID
        • IL
        • KS
        • LA
        • MA
        • MD
        • MI
        • MN
        • MO
        • NC
        • NE
        • NJ
        • NM
        • NV
        • NY
        • OK
        • OR
        • PA
        • SC
        • TN
        • TX
        • VA
        • WA
        • WI
        • WY

        Greg has worked with Andy for the past 25 years managing clients and building their wealth in the equity and fixed income markets. Greg is a very responsive and well-informed team member. He has worked in building very valuable portfolios for individuals addressing their educational and retirement needs. He is a co-manager with Andy. Greg plays a very important role and is an integral part of The Geller Group. He is one of the team's strengths.

        Greg holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent CA License #0B69371.

              131 South Rodeo Drive
              Suite 300
              Beverly Hills, CA 90212
              greg.geller@ubs.com
              Greg Michael Geller
              131 South Rodeo Drive,Beverly Hills,CA,90212
            • Julia Yokoyama Profile Photo

              Julia Yokoyama

              Senior Client Associate

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                Julia has worked with Andy in the financial markets for over 20 years. She is responsible for the administration of The Geller Group. Julia oversees all trading, reviews portfolios, and prepares marketing materials. Julia is a native Southern Californian. She graduated from the University of Southern California with a Bachelor of Arts degree in English. She became an English teacher for the Los Angeles Unified School District. Julia is fluent in Japanese and enjoys golf and traveling.

                  • University of Southern California, B.A. English
                    1999 Avenue of the Stars
                    36th Floor
                    Los Angeles, CA 90067
                    julia.yokoyama@ubs.com
                    Julia Yokoyama
                    1999 Avenue of the Stars,Los Angeles,CA,90067

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