Vice President, Relationship Director & Investment Specialist
Prior to joining Avantis Investors®, Geoff was a director at WisdomTree Asset Management where worked with advisors in a variety of capacities. In his most recent role, Geoff managed relationships with RIAs and Family Offices in the Midwest. He also developed multi-level, strategic partnerships with focus firms and consulted clients on industry flow patterns, M&A activity, firm valuations and technology solutions.
Geoff holds a bachelor's degree in communications from Loyola College and a master’s degree in business administration from the University of Denver. He also holds a CIMA designation and Series 7 and 63 licenses.