About Geoff
Serving the Cleveland area, Geoff provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Geoff works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Geoff is a Vice President and Wealth Management Advisor in the Northern Ohio Region of Fifth Third Private Bank. He and his highly credentialed team provide comprehensive wealth and investment management solutions for high net worth and ultra-high net worth individuals and families. Specializing in personalized portfolio management, private banking, financial planning, insurance, and estate planning strategies, Geoff and his team utilize a customized approach tailored for each individual client.
Geoff started his career in financial services in 2002 and joined Fifth Third Private Bank in 2024. In his previous roles he was a Branch Manager, Licensed Private Client Group Relationship Manager, Financial Advisor, and Wealth Management Banker. His diverse financial background helps him provide holistic advice to his clients.
Geoff started his career in financial services in 2002 and joined Fifth Third Private Bank in 2024. In his previous roles he was a Branch Manager, Licensed Private Client Group Relationship Manager, Financial Advisor, and Wealth Management Banker. His diverse financial background helps him provide holistic advice to his clients.
Education
Ohio University, Athens, Ohio - BA Marketing
Lake Erie College, Painesville, Ohio - MBA Management
Lake Erie College, Painesville, Ohio - MBA Management
Licenses & Professional Designations
- Life Insurance
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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