Geoffrey Kuli
CFA

Managing Director, Portfolio Strategist

Geoff draws on twenty years of experience as an investment analyst and portfolio manager in support of his Portfolio Strategist role. He focuses on conceiving and implementing solutions that help Bainco clients through all aspects of their financial lives. In conjunction with the Bainco team of professionals, Geoff tailors client portfolios to fit each individual’s personal situation. Always the pedagogue, Geoff enjoys explaining to his clients the often complex and abstract concepts that comprise their investment strategy.

Geoff lives with his wife and three children in Lexington, Massachusetts. He participates in volunteer opportunities such as serving as a member of the endowment committee of a local non-profit organization. He is an avid distance runner and enjoys traveling internationally.

Middlebury College, 1993

BA in Mathematics

Memberships

CFA Institute

CFA Society of Boston

Investment Advisory Representative