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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
My Value Commitment
I serve as a solutions provider for all aspects of my client's financial needs. What does this mean? I provide a unique combination of capital preservation and wealth creation strategies.
By managing the financial affairs for a select group of families and small business owners in the Northeast and Florida I become, in effect, their Chief Financial Officer committed to providing objective advice and guidance in nearly every aspect of their financial lives.
I believe there is tremendous value in spending time with my clients face-to-face. As such, my clients can expect to see me at regularly scheduled meetings on an ongoing basis.
Senior Vice President–Wealth Management
Geoff has been providing wealth management solutions to high net worth clients since 1986, and with UBS since 2008. He manages the financial affairs of a select group of families and business owners in the Northeast and Florida. Geoff is committed to providing independent, objective advice and guidance. Spending time with clients face to face is a core belief of Geoff's business model. His clients have regularly scheduled meetings and the flexibility to have a need met at a moment's notice. Geoff and his wife have two grown children and two grandchildren.
Education
Credentials
Senior Vice President–Wealth Management
Geoff has been providing wealth management solutions to high net worth clients since 1986, and with UBS since 2008. He manages the financial affairs of a select group of families and business owners in the Northeast and Florida. Geoff is committed to providing independent, objective advice and guidance. Spending time with clients face to face is a core belief of Geoff's business model. His clients have regularly scheduled meetings and the flexibility to have a need met at a moment's notice. Geoff and his wife have two grown children and two grandchildren.
Education
Credentials
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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