General Investing >> Money Manager Interviews >> February 9, 2004
DAVID A. GELLER, President, Portfolio Manager, and Investment Advisor,
brings a wealth of experience to Geller Capital Management LLC with over
23 years of experience on Wall Street. Recognizing that success is
measured not in achievement for self, but rather in accomplishment for
others, he has spent his entire career generating outstanding results
for his clients. At Geller Capital Management, his focus is on the
implementation of top-notch investment strategies and their ongoing
management for the firm's clients. In March of 2003, Geller Capital
began working closely with Lightstone Capital Management LLC, a
developer of quantitative investment strategies. Lightstone Capital had
developed a fully back-tested long-only strategy ' the Dividend Growth
Strategy (DGS). Together, the two firms finalized Lightstone Capital's
long-term work on DGS and began investing actual dollars on July 31,
2003. By September 2003, Geller began marketing and implementing the
strategy for clients. Since that introduction, Geller has raised over
$240 million in new assets for the joint venture's quantitative
investment strategy platform of products. More recently, he has
developed and directs the joint venture's marketing focus of its suite
of long-only and market-neutral investment products to include
institutional clients, developing strong ties to the institutional
community. Mr. Geller began his investment career in 1982. From 1982 to
1989, he developed his investment skills using the latest technologies
to focus on options strategies, technical analysis, and trading at a
number of specialty brokerage firms including Oppenheimer and Gruntal.
He joined Smith Barney in 1990. In 1993, anticipating changes in the
market climate, he transformed his clients' transaction-based brokerage
portfolios to a discretionary fee-based approach. In 1996, he joined
Smith Barney's Consulting Group's Guided Portfolio Management (GPM)
division as a Portfolio Manager. In 1998 and 1999, while ultimately
managing portfolios in excess of $90 million, Mr. Geller was ranked
number one of the 4,500 managers in the firm in terms of performance. By
June 1999, he was also the GPM leader in assets under management, a
distinction held through the end of his tenure at Smith Barney. After
leaving the firm in March 2000, Mr. Geller founded and has run Geller
Capital Management. He is a graduate of New York University's Stern
School of Business with a Bachelor's degree in Computer Applications and
Information Systems. Profile
Mr. Geller: Geller Capital Management is a registered investment advisor
that started operations in March 2000. We are
