Chief Investment Officer of Smarte Investments
Geoff is Chief Investment Officer of Smarte Investments. He has helped individuals and families for over 25 years with their investments and financial planning needs. He holds an MBA in economics and finance and is certified as a Retirement Planning Specialist by the Wharton School, University of Pennsylvania. Geoff’s professional experience covers aspects of the investment advisory, broker-dealer and insurance industry with a resolute emphasis on fiduciary duty to clients. His career includes service with AXA Advisors and Fisher Investments where he directly worked with thousands of clients to help them achieve their financial goals. Geoff has been an active leader in various civic and community organizations including the National Crime Prevention Council, National Collegiate Honors Council, and the World Organization of the Scout Movement.