Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
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Partner
Boston
Client Advisory
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.
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