Back to All People

Client Advisory

Biography

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.

Education

  • B.A. in Mathematics from Middlebury College

Highlights

  • 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

Request an Introduction to Geoffrey Kuli

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.

Meet Our Client Advisory Colleagues

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Dustin Ribergaard's headshot

Dustin Ribergaard

Lead Concierge

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

Book Time Online Now

Where are your liquid assets held?

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Lead Concierge

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Register Now: Q2 2025 Economic & Market Outlook Webinar

May 6, 2025 - Join our Investment Office for a timely webinar exploring recent market volatility, economic uncertainty, and what it means for investors.

Paul Chmielewski

Partner

Estate Planning

10 Ways to Protect the Wealth You Have Built 

May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to…

Ben Pace

Partner & Chief Investment Officer

Economic and Market Outlooks

What’s On Our Minds This Week

May 13, 2025 - Falling oil prices amid ongoing trade tensions and recession fears may ease inflation, support consumer confidence, and allow the Fed to prioritize boosting employment through…

Learn about our Privacy Policy

By clicking “Schedule Now”, 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.