Bert Geiger

Nessuna posizione attualmente

Finance

Consumer Services

Profilo

Mr. Burwell S.
Geiger, III, is a Managing Director at ACG Wealth, Inc. He has provided investment advice and financial services to professional athletes, entertainers, and families for over 30 years.
He specializes in strategic portfolio allocation, retirement income planning and estate planning.
He was named an Atlanta Five Star Wealth Manager by Atlanta Magazine from 2011 to 2016.
He received his undergraduate degree from Auburn University.

Precedenti posizioni note di Bert Geiger

Società	Posizione	Fine
ACG Wealth, Inc. ACG Wealth, Inc. Investment ManagersFinance ACG Wealth, Inc. (ACG) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. It was founded as Atlanta Capital Group in 2009 by Jeffrey Shaver, David Millican, and Joseph Young, Jr. In 2021, the firm was acquired by Mercer Global Advisors, Inc., a subsidiary of Mercer Advisors, Inc. ACG provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts.	Gestore di Portafoglio-Azioni	01/11/2020

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Formazione di Bert Geiger

Auburn University

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

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Aziende connesse in 1º grado

Uomo

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Società collegate

Aziende private	1
ACG Wealth, Inc. ACG Wealth, Inc. Investment ManagersFinance ACG Wealth, Inc. (ACG) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. It was founded as Atlanta Capital Group in 2009 by Jeffrey Shaver, David Millican, and Joseph Young, Jr. In 2021, the firm was acquired by Mercer Global Advisors, Inc., a subsidiary of Mercer Advisors, Inc. ACG provides portfolio management services to individuals, corporations and business entities, pension and profit-sharing plans, charitable institutions, foundations, endowments, estates and trusts.	Finance