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Geoff Newman

Senior Principal & Director of Partner Development

Seattle

Client and Corporate Services

Biography

Geoff is a Senior Principal and the Director of Partner Development. He is responsible for executing strategic growth initiatives that enhance the lives of Cerity Partners’ clients, partners, and colleagues. He has 12+ years of experience in the financial services industry including as an investment banker where he advised wealth management and asset management executives on key initiatives.

Geoff started his career in EY’s asset and wealth management practice. Prior to joining Cerity Partners, he was an investment banker in Raymond James’ asset and wealth management coverage group.

Geoff resides in Seattle, Washington along with his wife and son. In his spare time, Geoff enjoys golfing, skiing, traveling, and supporting his beloved Philadelphia sport teams.

Education

  • B.S. with honors in Finance and Accounting from Lehigh University

Highlights

  • Certified Public Accountant (Inactive)
  • Passed Level I of the CFA

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.