Executive Director
Market 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
Geoff and his wife reside in Grosse Pointe, MI. and have two children.
He is an avid sailor, active with his parish, and a dual citizen of the
United States and Switzerland.
Executive Director
Market 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
Geoff and his wife reside in Grosse Pointe, MI. and have two children.
He 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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