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Geoff Newman

Principal

Client and Corporate Services

Biography

Geoff is a Principal and the Director of Partner Development. He is responsible for implementing strategic growth opportunities and executing key initiatives that enhance the lives of Cerity Partners’ clients, partners, and colleagues. He has 10+ years of experience in the financial services industry including as an investment banker where he advised wealth management executives.

Geoff began his career in EY’s asset and wealth management practice. Prior to joining Cerity Partners, he was an investment banker in Raymond James’ asset and wealth management coverage group.

In his spare time, Geoff can be found golfing, skiing, traveling, and supporting his beloved Philadelphia sport teams.

Education

  • B.S. with honors in Finance and Accounting from Lehigh University

Highlights

  • Certified Public Accountant (Inactive)
  • Passed Level I of the CFA

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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.