Geoff Strotman

Sr. Vice President at Segal Marco Advisors

Role: Sr Vice President at Segal Marco Advisors
Location: Chicago, IL, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Geoff Strotman

Specialties.

Experience

Sr Vice President
Segal Marco Advisors
Jul 2018 — Present · Chicago, IL, US

Education

The University of Chicago Booth School of Business
MBA, Finance, Economics and International Business
1999 — 2001
University of Notre Dame
BBA, Accounting
1990 — 1994

Skills

Valuation
Portfolio Management
Investments
Asset Allocation
Mutual Funds
Fixed Income
Data Analysis
Investment Strategies
Alternative Investments
Fund of Funds
Asset Managment
Asset Management
Morningstar Direct
Investment Management
Investment Advisory
Equities
Morningstar
Due Diligence
Hedge Funds

Contact information

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Work email
•••••@segalmarco.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Segal Rogerscasey

Financial Services · 22 employees · Founded 1969 · New York, New York, United States

We are pleased to announce that on January 3, Segal Rogerscasey completed the acquisition of Marco Consulting Group. The combined firm is now operating as Segal Marco Advisors. The global investment landscape grows more and more complex every day. Plan sponsors need the guidance of an experienced consultant with proprietary research and cutting-edge tools to produce optimal results. Segal Marco is one of the largest U.S-based investment consultancies, serving over 400 clients with combined advisory assets exceeding $500 billion. Our expertise, research and technology help clients build a sound investment program that will give their plan participants dignity and comfort in retirement. Our senior professionals average 25 years of experience, and our teams are skilled in assuming new accounts efficiently to ease the transition for plan sponsors. The firm is registered with the Securities & Exchange Commission as an investment adviser under the Investment Advisors Act of 1940.

segalmarco.com

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About Geoff Strotman

Experience

Sr Vice President

Education

The University of Chicago Booth School of Business

University of Notre Dame

Skills

Find verified contacts for anyone on LinkedIn