Geoff has a unique, global perspective and approach to business and investing. He began his career in investment banking in Japan, then sales & business development in Korea, formatively for 8 years in private equity and operations in Vietnam, and then in traditional wealth and asset management in the United States.
Career Highlights:
- Wealth Management: Expertise includes tax planning, estate planning, portfolio management, and optimizing investment performance. Position experience including at Diamond Capital and Ameriprise Financial. FINRA Series 7, 66, life & health insurance licenses. Developed proprietary products for international hedge funds and profitable trading algorithms for trading desks across Asia.
- Private Equity: Over 7 years as a private credit & real estate analyst, assisting in underwriting procedures and overseeing growth operations for various clients and companies, including at Egroup & APAX Holdings
Geoff earned his undergraduate degree from the University of Arizona, and is fluent in five languages, including Japanese, Vietnamese, Spanish, and Portuguese. He lives in Los Angeles with his wife, and is passionate about athletic competition, mixed martial arts, traveling, reading, writing, and a fine glass of whiskey.
