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.
Actionable planning strategies to inform and guide your decision-making.
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.
Partner & Market Leader
Partner & Practice Leader
Associate
Principal
Senior Associate
Market Leader & Partner
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
By clicking “Submit”, 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.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.