Executive Director
Geoffrey, a 31 year veteran of the financial services industry, began his career in 1990 as a financial advisor, branch manager and regional director with a privately held investment firm. From 1998-2007, Geoffrey was the branch manager and complex manager at Morgan Stanley for Cleveland, Chicago and Detroit. He joined Merrill Lynch in 2007 to become their Regional Sales Manager supporting Illinois and Wisconsin. In 2009, he joined UBS to become the branch manager of the UBS Chicago Tower Wealth Management Group and in 2016 moved to the UBS Northbrook, Illinois as the Branch Office Manager and Assistant Market Head for the Metro Chicago Market. Currently, he serves as the Market Head for the State of Michigan for UBS Financial Services.
Experience and oversight includes Wealth Management, Institutional
Consulting, DC Advisory, Corporate Executive Financial Services,
Corporate Cash Management and Regional Institutional Sales for
Equities and Fixed Income.
Geoffrey graduated from Michigan State University with a Bachelor of
Arts Degree in Marketing. Licenses held: Series 7, 63, 65, 3, 4, 8, 24
and the State of Illinois Life Insurance.
He and his wife are currently transitioning residences back home to Michigan and have two children. Geoffrey is an avid sailor, active with his parish, and a dual citizen of the United States and Switzerland.
Executive Director
Geoffrey, a 31 year veteran of the financial services industry, began his career in 1990 as a financial advisor, branch manager and regional director with a privately held investment firm. From 1998-2007, Geoffrey was the branch manager and complex manager at Morgan Stanley for Cleveland, Chicago and Detroit. He joined Merrill Lynch in 2007 to become their Regional Sales Manager supporting Illinois and Wisconsin. In 2009, he joined UBS to become the branch manager of the UBS Chicago Tower Wealth Management Group and in 2016 moved to the UBS Northbrook, Illinois as the Branch Office Manager and Assistant Market Head for the Metro Chicago Market. Currently, he serves as the Market Head for the State of Michigan for UBS Financial Services.
Experience and oversight includes Wealth Management, Institutional
Consulting, DC Advisory, Corporate Executive Financial Services,
Corporate Cash Management and Regional Institutional Sales for
Equities and Fixed Income.
Geoffrey graduated from Michigan State University with a Bachelor of
Arts Degree in Marketing. Licenses held: Series 7, 63, 65, 3, 4, 8, 24
and the State of Illinois Life Insurance.
He and his wife are currently transitioning residences back home to Michigan and have two children. Geoffrey is an avid sailor, active with his parish, and a dual citizen of the United States and Switzerland.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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