Mr. Geiser serves as a Wealth Advisor partnering with Relationship Managers to guide the client’s financial journey. He works closely with clients to help establish the relationship and aid in the servicing and maintenance of their portfolio.
Prior to joining First Foundation Advisors, Mr. Geiser served as a Senior Account Manager at The Northern Trust Company, where he managed ultra-high net worth relationships, focusing on the trust and investment administration aspects for his clients. He has over fifteen years of experience in the financial services industry, with a strong background in client experience. Additionally, he serves as a member of the Orange County Estate Planning Council.
Mr. Geiser earned his Bachelor’s of Business Administration concentrated in Finance from the University of Wisconsin Milwaukee. He is also a Certified Financial Planner®, CFP, and a Certified Trust and Financial Advisor, CTFA.