Geoffrey B. Sargeant, Cfp®

Geoffrey B. Sargeant, Cfp® Email and Phone Number

Executive Ambassador @ THE REAL Mental Health Foundation
New York, NY, US
Geoffrey B. Sargeant, Cfp®'s Location
New York, New York, United States, United States
Geoffrey B. Sargeant, Cfp®'s Contact Details

Geoffrey B. Sargeant, Cfp® personal email

n/a

Geoffrey B. Sargeant, Cfp® phone numbers

About Geoffrey B. Sargeant, Cfp®

Geoffrey B. Sargeant, Cfp® is a Executive Ambassador at THE REAL Mental Health Foundation. He possess expertise in wealth management, investments, asset allocation, asset management, portfolio management and 25 more skills.

Geoffrey B. Sargeant, Cfp®'s Current Company Details
THE REAL Mental Health Foundation

The Real Mental Health Foundation

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Executive Ambassador
New York, NY, US
Geoffrey B. Sargeant, Cfp® Work Experience Details
  • The Real Mental Health Foundation
    Executive Ambassador
    The Real Mental Health Foundation
    New York, Ny, Us
    View
  • San Blas Securities
    Head Of Institutional Sales
    San Blas Securities Oct 2024 - Present
    Atlanta, Ga, Us
    View
  • Lazard Asset Management
    Senior Vice President
    Lazard Asset Management Mar 2022 - Oct 2024
    New York, Ny, Us
    Geoff Sargeant is a Client Relationship Manager in the Private Client Group.  His responsibilities include working with families, family offices and Endowments and Foundations.
    View
  • Calamos Wealth Management
    Senior Wealth Advisor
    Calamos Wealth Management Nov 2018 - May 2022
    Naperville, Il, Us
    View
  • Neuberger Berman
    Senior Vice President, Wealth Advisor
    Neuberger Berman Sep 2014 - Nov 2018
    New York, Ny, Us
    Geoffrey B. Sargeant, Senior Vice President, Wealth Advisor, joined the firm in 2014. Prior to joining the firm, he served as Managing Director and Senior Investment Consultant for City National Rochdale Investment Management. He also held various senior client advisory positions at the firm's parent company, City National Bank. Geoff has over 17 years of experience in the investment and financial planning field. In his current role, he is responsible for developing customized investment solutions for individuals and institutional clients. Geoff earned a degree in financial planning from Fairleigh Dickinson University and a bachelor's degree in business administration from Bucknell University. He is a Certified Financial Planner (CFP) and also serves on the executive committee for the Estate Planning Council of New York City.
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  • City National Bank
    Senior Vice President
    City National Bank Jul 2006 - Sep 2014
    Los Angeles, Ca, Us
    Director of Business Development for City National Wealth Management's New York Office.
    View
  • City National Rochdale
    Managing Director
    City National Rochdale Jul 2006 - Sep 2014
    New York, Ny, Us
    Geoff Sargeant is a senior business development and relationship professional for City National Rochdale Investment Management, a wholly owned subsidiary of City National Bank.
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  • Fcg Advisors, Llc
    Vp - Marketing And Business Development
    Fcg Advisors, Llc Aug 2003 - Jul 2006
  • Sei Investments
    Relationship Manager
    Sei Investments 2000 - 2003
    Oaks, Pa, Us
    View

Geoffrey B. Sargeant, Cfp® Skills

Wealth Management Investments Asset Allocation Asset Management Portfolio Management Investment Advisory Strategic Financial Planning Series 7 Investment Management Wealth Management Services Alternative Investments Equities Investment Strategies Business Development Mutual Funds Securities Financial Services Certified Financial Planner High Net Worth Individuals Financial Planning Hedge Funds Estate Planning Series 63 Retirement Planning Management Finance Financial Analysis Fixed Income Capital Markets Banking

Geoffrey B. Sargeant, Cfp® Education Details

  • Bucknell University
    Bucknell University
    Management
  • Fairleigh Dickinson University-Florham Campus
    Fairleigh Dickinson University-Florham Campus
    Financial Planning And Services
  • Providence Country Day School
    Providence Country Day School
    High School

Frequently Asked Questions about Geoffrey B. Sargeant, Cfp®

What company does Geoffrey B. Sargeant, Cfp® work for?

Geoffrey B. Sargeant, Cfp® works for The Real Mental Health Foundation

What is Geoffrey B. Sargeant, Cfp®'s role at the current company?

Geoffrey B. Sargeant, Cfp®'s current role is Executive Ambassador.

What is Geoffrey B. Sargeant, Cfp®'s email address?

Geoffrey B. Sargeant, Cfp®'s email address is ge****@****ity.com

What is Geoffrey B. Sargeant, Cfp®'s direct phone number?

Geoffrey B. Sargeant, Cfp®'s direct phone number is +191770*****

What schools did Geoffrey B. Sargeant, Cfp® attend?

Geoffrey B. Sargeant, Cfp® attended Bucknell University, Fairleigh Dickinson University-Florham Campus, Providence Country Day School.

What skills is Geoffrey B. Sargeant, Cfp® known for?

Geoffrey B. Sargeant, Cfp® has skills like Wealth Management, Investments, Asset Allocation, Asset Management, Portfolio Management, Investment Advisory, Strategic Financial Planning, Series 7, Investment Management, Wealth Management Services, Alternative Investments, Equities.

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