Geoff Keeling

Chief Investment Officer @Wealthspire Retirement Advisory

Irvine, CA, US
MOBILE NUMBERS
+17•••••••03

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WORK HISTORY

May 2023 — Present

Chief Investment Officer @Wealthspire Retirement Advisory

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Aliso Viejo, CA, US

EDUCATION

N/A

The University of Texas at Austin

BBA Finance, Finance, Business

SKILLS

Investment ManagementTradingFixed IncomeAsset ManagmentEquitiesEquity ValuationDue DiligenceHedge FundsInvestment StrategiesAlternative InvestmentsSecuritiesAsset ManagementAsset AllocationMutual FundsWealth ManagementSeries 7Portfolio ManagementEquity ResearchEtfsInvestments

ABOUT GEOFF KEELING

Chief Investment Officer at NFP

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