Geoff is the Portfolio Manager at Integra Capital Advisors. In this role, Geoff is involved in the research, development, and selection of securities for client portfolio plans. Geoff also works with his personal clients as an advisor helping them with their retirement income planning.
Prior to joining Breiter Capital, now Integra Capital Advisors in 2007, he was a financial advisor for Citigroup Smith Barney focusing on client investment planning. Geoff earned a Master of Business Administration with an emphasis in Finance and International Business from the University of South Florida and was awarded the Kauffman Internship Scholarship conducting research for the Center for Entrepreneurship. His Bachelor of Arts Degree in Business is from Saint Leo University where he played NCAA Division II Soccer.
Geoff resides in Little Rock, Arkansas, with his wife, Katie, and son. His past community service efforts include volunteering for the Wakefield High School Booster Club annual golf tournament fundraiser and volunteering at the Boys & Girls Club of Sarasota County. True to his Florida roots, he enjoys surfing and golfing as pastimes.