Geoff Juviler

Geoff Juviler

Analyst-Equity presso Boston Financial Management LLC

Consumer Services
Finance

Profilo

Mr. Geoffrey A.
Juviler is a Managing Director at Boston Financial Management LLC.
He is also a Wealth Manager and serves individual clients, their families, and not-for-profit organizations.
His primary responsibilities include constructing investment portfolios for clients and coordinating his client’s wealth management needs.
He also works closely with the firm’s Corporate Trustee subsidiary, Boston Fiduciary Services, LLC, which serves as co-trustee on many of his trusts.
He is currently a member of the firms’ Investment Research Committee and Strategic Planning Committee.
Before joining Boston Financial Management in 2003, Mr. Juviler spent years as a Registered Representative, Analyst, and Portfolio Manager with Charles Schwab, Boston Private Bank & Trust, and Woodstock Corporation.
He is a graduate of Syracuse University in Anthropology and earned a Master’s degree in Business Administration from Babson College, Olin School of Management.

Posizioni attive di Geoff Juviler

SocietàPosizioneInizio
Analyst-Equity 01/01/2003
Tutte le posizioni attive di Geoff Juviler

Formazione di Geoff Juviler

Syracuse University Undergraduate Degree
Babson College Graduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Geoff Juviler

Relazioni

36

Relazioni di 1° grado

3

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private1

Finance

Vedi le connessioni aziendali