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Geoffrey Newman

Principal

Client and Corporate Services

Biography

Geoff is a Principal on the Partner Development team. He has over eight years of experience in the financial services industry.

Geoff began his career at EY in their asset and wealth management practice, before accepting a consulting position with RSM.  Most recently, he was an Associate at KeyBanc Capital Markets and Raymond James where he focused on asset and wealth management and technology.

 

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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Dustin Ribergaard

Lead Concierge

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.

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Dustin Ribergaard

Lead Concierge

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Dustin Ribergaard

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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.