Geoff has worked in the finance industry since graduating from Siena College with a degree in Finance and Economics. He has worked at several firms including Oppenheimer & Co. Inc, Webster Investments and M&T Securities Inc.
He currently holds the FINRA series 7, 66 through LPL Financial, and NYS life and health insurance licenses. He obtained the Certified Investment Management Analyst (CIMA®) designation administered through the Investment & Wealth Institute, after completing the Yale School of Management’s executive education course in Investment Management Theory & Practice. He is also an Accredited Investment Fiduciary (AIF®). He lives in Newburgh, NY where he grew up, with his wife Courteney and two sons. He enjoys spending time with family and friends, playing golf and spending time outdoors.