Personal Biography

Geoff’s responsibilities include portfolio management of the firm’s target-date, target-risk, managed volatility, derivative, and multi-asset class income strategies; he also conducts fundamental and quantitative research across various asset classes and investment strategies. As global head of strategic asset allocation within the firm’s multi-asset solutions team, Geoff is active in the portfolio construction process, most notably with respect to the longer-term strategic themes and targets across the global range of asset allocation products and solutions.

Prior to joining the firm, Geoff spent 5 years at State Street Global Advisors (SSGA) managing the research team as well as developing bespoke client solutions within SSGA’s investment solutions group. In these roles, he promoted factor-based asset allocation strategies across a wide variety of multi-asset class solutions, most notably within the target-date space. Previously, he spent over 14 years at Putnam Investments as a portfolio manager, initially within high-yield fixed income and later within equities. Geoffrey holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston and the CFA Institute.

Education: B.A., Finance, Washington State University; M.B.A., Duke University Fuqua School of Business

Joined the company: 2018

Began career: 1994