I joined Compass with over 25 years of experience in the financial services industry. Prior to Compass, I spent 15 years as the Chief Investment Officer (CIO) for a Registered Investment Advisor. In addition to the invaluable experience gained as a CIO, my experience includes time as a retail broker, an institutional level portfolio manager, and a portfolio manager for a trust company.
At Compass, in my role as an investment advisor representative, I enjoy working directly with advisors and clients. Having a personal relationship and understanding a client’s goals and objectives allows us to produce better results.
At present, I am working toward a Certified Private Wealth Advisor® (CPWA®) certification, which is an advanced professional certification for advisors who serve high-net-worth clients. I have earned the Accredited Investment Fiduciary® (AIF®) designation and graduated with honours from the Central Atlantic School of Trust and Investment Management.
Although I grew up in Arizona, my family roots are in central Pennsylvania. I enjoy travel, outdoor activities, and spending time with my fiancée and our dog. I have found it rewarding to give back in various ways and I especially enjoy volunteering as an assistant basketball coach for the Special Olympics.
Geoff Caber is dually registered as an Investment Adviser Representative affiliated with Compass Investments, LLC and Investment Research Partners LLC. Investment Research Partners, LLC has been contracted by Compass Investments, LLC to provide sub-advisory services to Compass Investments, LLC.