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Geoff has spent his entire working career serving the wealth management needs of his clients. He entered the business upon his graduation from Harvard University in 1976, and has spent a majority of those years since at UBS and its predecessor firms. During that time he was named to the UBS Global Circle of Excellence, and made the list of top 50 financial advisors in Massachusetts by Barron's. Geoff has been invited to serve on various UBS committees, including UBS's Sustainable Investing Council, one of his strong personal and professional interests.

Over the years Geoff has served on a number of other boards and councils, including the MIT List Visual Arts Center, where he currently chairs its Advisory Council. Others include New England Foundation for the Arts (former treasurer and investment committee), Fund for the Arts, Now+There (chairman), and the Rose Fitzgerald Kennedy Greenway (art council and investment committee). Geoff also co-founded a public art wall in Central Square, Cambridge, that was recently named by an NPR affiliate as the 4th best work of public art in the Greater Boston Area, 11 spots ahead of the Bunker Hill Monument.

An avid art collector, Geoff is also a conceptual artist and photographer who has shown work at a number of art fairs and galleries. He had his first solo exhibition at Montserrat College of Art in 2010, was the featured artist by Société Perrier at Pulse Miami in 2011, and exhibited at Moniker in London the same year. His work has been collected by various institutions, including the Andy Warhol Museum, Pittsburgh, the Cornell Fine Arts Museum at Rollins College, and the Hood Museum of Art at Dartmouth College. His photographs have appeared in a number of books and publications.

Also father of two daughters, Geoff and his wife, Patricia, enjoy traveling and discovering destinations rich in art and food. Your recommendations are welcome!

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President - Investments

Boston

November 1999 - Present

Merrill Lynch

Vice President

Boston

January 1995 - November 1999

Kidder, Peabody and Co.

Vice President

Boston

June 1982 - January 1995

Smith Barney, Harris Upham

Financial Advisor

Boston

January 1978 - June 1982

Fahnestock and Co.

Financial Advisor

Boston

June 1976 - January 1978

Accomplishments

  • Barron's Top 50 Financial Advisors in Massachusetts (2008)
  • UBS Global Circle of Excellence (2007)

Education

  • Harvard College, Cambridge, MA. 1976. B.A., Economics.
  • Wilton High School, Wilton, CT, 1972

Personal & Community

  • Chair, Advisory Committee, MIT List Visual Arts Center.
  • Board of Advisors, Fund for the Arts
  • Board of Directors New England Foundation of the Arts
  • Creator of various art projects, including CASH FOR YOUR WARHOL (2009), Runaway Reindeer (2006), and The Somerville Gates (2005).
  • Other personal interests include music, graphic design, and film (producer, curator).

Registered States:

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, MS, NC, NH, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, VA, VT, WA, WI, WY