Geoff is a Partner in our Boston office with over twenty years of experience as an investment analyst and portfolio manager. He focuses on conceiving and implementing solutions that help clients through all aspects of their financial lives, tailoring portfolios for their unique circumstances.
Prior to joining Cerity Partners, Geoff was a Portfolio Strategist at Bainco International Investors. Earlier in his career, he worked as a portfolio manager and research analyst for several leading financial services firms, including Foster Dykema Cabot & Co., Inc. and Fidelity Investments.
Geoff earned his Bachelor of Arts degree with a major in Mathematics from Middlebury College. He is a Chartered Financial Analyst (CFA®) charterholder and an Investment Advisory Representative. Geoff is a member of the CFA Institute and the CFA Institute of Boston.
Geoff is an active member of local nonprofit organizations.
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