“Entrepreneurs build in the present and shape the future. They solve real problems, create meaningful jobs, and move society forward. Most do it without fanfare or a safety net. I view it as both a moral responsibility as well as a privilege to support them. When their outcomes improve, the ripple effect touches families, communities, and future generations. That’s why we back business owners — not just with strategies, but with empathy and conviction.”
Biography:
Geoff has a unique, global perspective and approach to business and investing. He began his career in investment banking in Japan and then sales & business development in Korea. For 8 years, he worked in private equity and operations in Vietnam, and then in traditional wealth and asset management in the United States.
Career Highlights:
- Wealth Management: Expertise includes tax planning, estate planning, portfolio management, and optimizing investment performance. Position experience including at Diamond Capital and Ameriprise Financial. FINRA Series 7, 66, life & health insurance licenses. Developed proprietary products for international hedge funds and profitable trading algorithms for trading desks across Asia.
- Private Equity: Over 7 years as a private credit & real estate analyst, assisting in underwriting procedures and overseeing growth operations for various clients and companies, including at Egroup & APAX Holdings
Geoff earned his undergraduate degree from the University of Arizona, and is fluent in five languages, including Japanese, Vietnamese, Spanish, and Portuguese. He lives in Los Angeles with his wife, and is passionate about athletic competition, mixed martial arts, traveling, reading, writing, and a fine glass of whiskey.
CliftonStrengths™:
Relator, Strategic, Arranger, Competition, Ideation
Values:
Freedom, Security, Health, Wealth, Integrity