Email Geoffrey

Geoff has more than 19 years of investment management and trust administration experience as a financial advisor for businesses, institutions, and high net worth individuals. In addition, Geoff has significant experience in the design, implementation, administration, and investment management of qualified retirement plans.

• 2007: Geoff joined Counsel Trust Company/ECA Investment Group as a Principal.
   
• Prior to Counsel Trust, Geoff served as a vice president and senior financial advisor at Sterling Financial Trust Company. Served in a number of managerial capacities in addition to managing a diverse client base.
   
• Prior to Sterling, Geoff served as an employee benefits officer for Fulton Bank.
   
• 2005: Received his Certified Trust and Financial Advisor (CTFA) designation.
   
• 2005: Graduated from Cannon Financial Trust School at University of Notre Dame, South Bend, Ind.
   
• 1997: Received his Certified Employee Benefit Specialist (CEBS) designation.
   
• 1993: Honors graduate of the Pennsylvania Bankers Association Trust School at Bucknell University, Lewisburg, Pa.
   
• 1989: Graduated from the Pennsylvania State University, Harrisburg, Pa. with a Bachelor of Science in finance.