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.