![Geoff Juviler](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Geoff Juviler
Analyst-Equity presso Boston Financial Management LLC
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
Società | Posizione | Inizio |
---|---|---|
Boston Financial Management LLC
![]() Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Analyst-Equity | 01/01/2003 |
Formazione di Geoff Juviler
Syracuse University | Undergraduate Degree |
Babson College | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
---|---|
Boston Financial Management LLC
![]() Boston Financial Management LLC Investment ManagersFinance Boston Financial Management LLC (BFM) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Richard Morse in 1976 and is owned by The Richard H. and M. Sheila Morse Charitable Trust. BFM provides investment management, financial planning, estate planning and trust services to individuals, families, endowments, and not-for-profit organizations. | Finance |
- Borsa valori
- Insiders
- Geoff Juviler