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 the firm’s Corporate Trustee subsidiary, Boston Fiduciary Services, LLC, which serves as co-trustee on many of his trusts. He is currently a member of the firm’s Investment Research Committee and Strategic Planning Committee.
Before joining Boston Financial Management in 2003, Geoff spent years as a Registered Representative, Analyst, and Portfolio Manager with Charles Schwab, Boston Private Bank & Trust, and Woodstock Corporation.
He is a graduate of Syracuse University in Anthropology and earned a Master’s degree in Business Administration from Babson College, Olin School of Management.
Industry Accreditation & 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
Syracuse University’s student mentor and career development alumni outreach