In his role at Soltis Investment Advisors, Geoffrey plays a pivotal role in leading the firm’s efforts to provide fiduciary, investment, plan consulting, and participant services for institutional and retirement plan clients. With over two decades of industry experience, he is dedicated to supporting plan fiduciaries and participants.

Before joining Soltis, Geoffrey spent 11 years at Virtus Investment Partners and John Hancock, where he specialized in investment sales. His career also includes a tenure at Russell Investments as a National Director, where he managed retirement plans, endowments, and foundations ranging from $25 million to $3 billion. This position solidified his expertise in institutional investment consulting. Additionally, he spent three years with Morgan Stanley as a Financial Advisor, where he developed investment portfolio strategies and solutions for retirement plans and provided retirement planning services to individuals.

Geoffrey holds a B.A. degree from Pacific Lutheran University in Washington state. He joined Soltis to leverage his extensive experience in a setting that emphasizes independence and a non-conflicted approach.