Role at Appleton
Geoff is Director of Portfolio Management and a Wealth Manager for Appleton Wealth Management. He has been part of the Appleton team since 2001 and works closely with clients on balanced portfolio construction and planning. Geoff is also a member of the Equity Investment Committee, contributing to active equity and ETF strategy decisions.
Professional Experience
Geoff has over 20 years of experience working at Appleton conducting equity research, trading, and maintaining client relationships. He is a CFA® charterholder and is a member of the Boston Estate Planning Council.
Education
M.S.I.M., Boston University
B.A., Bowdoin College
Personal Notes
Geoff enjoys spending time in the outdoors with his family biking, skiing, and hitting the beach. He lives in Hingham, MA with his wife and three children. He is passionate about automobiles and motorsports.
Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services.
