Head of Client Experience
Geoff leads the Client Experience at Bridgeway. In this role, Geoff provides strategic direction and oversight to the firm’s client service, communications, sales, consultant relations, marketing, performance, risk, and responsible investing efforts. Geoff has been tasked with finding new and creative ways to engage clients and connect with the market in an authentic, human, and relational investing way.
Prior to joining Bridgeway in 2020, he worked at Cushing Asset Management where he was a Partner and Head of Distribution. Prior to Cushing, Geoff was Global Head of Institutional at OppenheimerFunds and also held other roles during his tenure at the firm. Earlier in his career, Geoff was in external facing roles at Fidelity Investments and Bank of America.
Geoff earned his MBA from Babson College, graduating summa cum laude, and a BA in Economics from Furman University. He holds FINRA Series 7, 63, and 24 licenses and is involved in a variety of industry organizations. He serves along with his family at Feed My Starving Children and is excited to engage more with his new colleagues on service opportunities.