Geoffrey Kuli, CFA



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.


  • B.A. in Mathematics from Middlebury College


  • Chartered Financial Analyst®
  • Series 65 license holder
  • Member of the CFA Institute
  • Member of the CFA Institute of Boston
  • Active member of local nonprofit organizations

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