Geoff joined Adviser Investments in 2011. As a client service manager, Geoff works closely with clients to coordinate a variety of service and reporting needs between the client, Adviser Investments’ relationship management team and the account custodian. Geoff graduated from Plymouth State University, obtaining a B.S. in marketing. Prior to joining Adviser Investments, Geoff worked at Fidelity Investments, where he specialized in nonprofit retirement accounts. Geoff and his family live in Boston.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
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