Back to All People

Geoff Newman

Principal

Client and Corporate Services

Biography

Geoff is a Principal and the Director of Partner Development. He is responsible for executing strategic growth initiatives that enhance the lives of Cerity Partners’ clients, partners, and colleagues. He has 12+ years of experience in the financial services industry including as an investment banker where he advised wealth management and asset management executives on key initiatives.

Geoff started 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.

Geoff resides in Seattle, Washington along with his wife and son. In his spare time, Geoff enjoys 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

Request an Introduction to Geoff Newman

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 and Corporate Services 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

Call us to Schedule: (212) 202-1810

Find your ideal financial advisor with our personalized Concierge Program.

Call Us: (212) 202-1810

or

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.

Questions? (212) 202-1810

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

Joe Ferreira, Sam Marshall and Jack Rabuck

Incentive Stock Options

Incentive Stock Options and the Alternative Minimum Tax Catch-22

July 8, 2025 - Here’s why AMT can be problematic: If you exercise enough incentive stock options and continue to hold the stock from the options you exercised, you…

Economic and Market Outlooks

Video: July 2025 Economic & Market Outlook

July 1, 2025 - The financial markets seem to be sending us a message about presidential policies and the “Big, Beautiful Bill.” Jim Lebenthal explores what they might be…

Andrejs Pilajevs

Principal

Cross-Border Planning

Portugal for U.S. Expats

July 2, 2025 - This Insight examines the key considerations for U.S. expats considering a move to Portugal, whether as full-time retirees, part-time residents, digital nomads, or investors seeking…

Learn about our Privacy Policy

By submitting the form, 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.