Executive Team – Geoffrey Caber
KATHLEEN DUFFY, CFP® Professional, AIFA®, PPC™, ChFC® | MARTIN WILDY, CFA | DEREK VARNER, CFA | GEOFFREY CABER, AIF® | BRETT GREENFIELD, CFP® | KEN SURRATT
Geoffrey P. Caber, AIF®
Accredited Investment Fiduciary
Geoff has extensive experience in the areas of portfolio construction, qualified plan management, technical analysis, and in the structure and management of individual bond portfolios.Prior responsibilities include Geoff’s role as Chief Investment Officer for Abundance Wealth Counselors where he chaired the Investment Committee and managed the Investment Department. Prior to Abundance, Geoff was an Investment Officer for Susquehanna Trust and Investment Company where he assisted with the transition of portfolio management to an institutional approach.
Geoff received a Bachelor’s in Operations Management from the University of Arizona and graduated with honors from the Central Atlantic School of Trust and Investment Management. Geoff holds the Accredited Investment Fiduciary® (AIF®).