Geoffrey has 26 years of domestic and international business experience in accounting, management consulting and investment management. Geoffrey’s clients view him as their primary trusted advisor for investment portfolio management, financial planning, estate planning and tax management.
Prior to joining Baird in 2009, Geoffrey spent five years with UBS Private Wealth Management where he specialized in providing customized and comprehensive wealth management services to Corporate Executives of public and private companies. Geoffrey has six years of Public Accounting experience with both Price Waterhouse and Deloitte. His international business experience includes posts in The Netherlands, UK, Italy and Belgium.
Geoffrey earned his MBA in Finance from the Simon Graduate School of Business at the University of Rochester, in Rochester, NY. He earned his BSBA in Accounting from John Carroll University in Cleveland, OH and obtained his CPA designation in the State of Ohio. Geoffrey serves on the Alumni Advisory Council at Simon Graduate School of Business at the University of Rochester and is a volunteer for the United Way, Children’s Memorial Hospital and YMCA.