Gerald Kirschner, Director of Operations & Private Wealth Advisor, Geller Private Wealth

Gerald Kirschner

Director of Operations | Private Wealth Advisor

Email: gerald.kirschner@gellerprivatewealth.com | Office Phone: 631-674-4874

Gerald is responsible for all aspects of managing the day-to-day operations of the team practice to help ensure efficiency and productivity. His role includes client and prospect interactions, handling transactions, and overseeing all marketing efforts as well as the planning of seminars and client events. He joined Geller & Associates in 2018, bringing with him nearly 25 years of experience in the telecommunications industry with BT Group, Reliance Globalcom, and Verizon.

He earned his bachelor’s degree from Ohio State University and holds Series 7, 63, and 65 securities licenses, in addition to New York State Life, Health, and Accident Insurance licenses.

He and his wife, Jodi, have been married for more than 28 years. Their son Ryan is a graduate of Ohio State University and Hofstra University (Master’s in Health Administration) and is currently pursuing a Physician Assistant degree at St. John’s University. Their daughter Jessie, also an Ohio State graduate, is studying for her Master’s in Occupational Therapy.

In his spare time, he represents Ohio State admissions throughout the tri-state area by attending college fairs and participating in webinars to support and guide prospective students and their families.

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