Geoffry A. Juviler
Managing Director
[email protected]
(617) 275-0308
Full Bio
As a Managing Director and Wealth Manager, Geoff serves individual clients, their families, and not-for-profit organizations. His primary responsibilities include constructing investment portfolios for clients and coordinating his client’s wealth management needs. Geoff also works closely with Boston Financial Management’s Corporate Trustee subsidiary, Boston Fiduciary Services, LLC, which serves as co-trustee on many of his trusts.
Geoff’s experience includes Portfolio Manager with Woodstock Corporation. He spent years prior to that as a Registered Representative, Analyst, and Portfolio Manager with Charles Schwab and Boston Private Bank & Trust.
Geoff is a graduate of Syracuse University with a degree in Anthropology and earned a Master’s degree in Business Administration from Babson College, Olin School of Management.
Industry Accreditations & Affiliations
CFA Institute – Member
CFA Society of Boston – Member
Boston Economic Club – Member
Series 65 designation
Charitable & Community Involvement
Babson College’s Coaching for Leadership and Teamwork program
CFA Society of Boston’s Mentor program
Education Foundation of Rockport – Board of Directors
Rockport, MA Building Study Committee
Rockport Community Land Trust – Board Member
Syracuse University’s student mentor and career development alumni outreach
Personal Interests
Geoff enjoys walks with his wife, woodworking, golfing, and re-engaging with day sailing.