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 their baby boy Joseph. He enjoys spending time with family and friends, playing golf and spending time outdoors.