Our Outsource CFO Team

Robert Peller is the principal of Peller & Company, LLC and Peller Wealth Management. A CPA with an MBA in Taxation and a registered financial advisor affiliated with Cambridge, Robert delivers a deeply integrated approach to tax strategy, wealth management, and long-term estate and financial planning.

Known for his unwavering dedication to his clients, Robert focuses on bringing clarity, seasoned expertise, and true peace of mind to every financial decision. He places equal importance on the qualitative aspects of his clients’ lives—family, purpose, values, lifestyle—ensuring their financial plan supports not just their goals, but the way they want to live. His signature “Solve by Committee” method brings together trusted legal, actuarial, and financial professionals to provide coordinated, holistic guidance specifically tailored to each client’s unique journey.

With extensive experience across industries—from entertainment and technology to fashion, sports, and the arts—Robert specializes in creating tax-efficient, highly curated strategies for individuals, families, and business owners at every stage of life.

Outside the office, Robert is a passionate world traveler and Master PADI scuba diver, always seeking the next unforgettable dive. He loves spending time with his family and with friends every chance he gets. 

With more than a decade of accounting and financial leadership experience, James (“Jase”) brings a deeply interpersonal and high-level advisory approach to his role as Controller and CFO Advisory Director at Peller & Company. He is known for translating complex financial data into clear, actionable strategies that help business owners make confident decisions at every stage of growth. His work spans budgeting, forecasting, cash-flow management, and performance analysis, giving clients across a wide range of industries a comprehensive and trusted financial partner.

James earned his B.S. in Business Administration with a concentration in Accountancy from the University of North Carolina. Before joining Peller & Company, he played a key role in guiding two regional firms through a major merger, designing and implementing the integrated accounting systems and controls that supported their expansion and long-term sustainability. 

James is not registered or affiliated with Cambridge Investment Research.

Tristan brings over a decade of bookkeeping experience across multiple industries, maintaining accurate financial records, managing payroll, and working closely with our tax team to keep clients prepared and informed.

His strong attention to detail fuels his role as Peller’s Client Resolution Specialist, where he is the trusted go-to for clients needing quick answers, extra support, or help navigating any day-to-day challenge.

Tristan holds a B.A. in Liberal Arts with concentrations in Psychology and General Science from the College of Mount Saint Vincent. Outside of work, he enjoys traveling with his wife, Elaine, and spending time with family in Connecticut and the Philippines.

Tristan is not registered with Cambridge Investment Research.

Ginamary is a proud Queens NY native. She is the consummate accounting professional with a strong focus on client service and accuracy. Ginamary earned her Associate Degree in Accounting and criminal justice from LaGuardia Community College and is currently completing a Bachelor of Science degree at John Jay College, with concentrations in both Accounting and Criminal Justice.

Ginamary brings over five years of experience providing bookkeeping and accounting services directly to closely held businesses, where she worked closely with clients maintaining consistent communication to support clear, reliable financial reporting. She is committed to building long-term relationships grounded in trust, precision, and accountability.

Outside of the office, Ginamary enjoys maintaining an active lifestyle, has a strong interest in fitness and fashion, and values time spent with family and her dogs.

Ginamary is not registered or affiliated with Cambridge Investment Research