Geoff Keeling, CFA
Managing Director, Head of Retirement Investment Solutions
Geoff brings more than 30 years of investment experience to his role, drawing on his extensive background in asset management and manager research to deliver high-quality investment consulting to plan sponsor clients. He has been with Wealthspire for more than 12 years.
Before joining Wealthspire, Geoff served as a Managing Director and Senior Portfolio Manager at Invesco in Houston. He began his investment career in 1995 as an equity analyst with AIM Investments.
Geoff earned a Bachelor of Business Administration in Finance from the University of Texas at Austin and holds the Chartered Financial Analyst® (CFA®) designation.
Before joining Wealthspire, Geoff served as a Managing Director and Senior Portfolio Manager at Invesco in Houston. He began his investment career in 1995 as an equity analyst with AIM Investments.
Geoff earned a Bachelor of Business Administration in Finance from the University of Texas at Austin and holds the Chartered Financial Analyst® (CFA®) designation.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
