Geoff Caber, AIF®
Geoff joined Compass with over 25 years of experience in the financial services industry. Prior to joining, Geoff spent 15 years as the Chief Investment Officer for a Registered Investment Advisor. At Compass, Geoff serves as an investment advisor representative.
Geoff has served in a variety of roles within the financial services industry and he’s gained valuable insight in each. He brings that experience to each client engagement; believing that truly understanding clients’ goals and objectives is the best way to produce better results. Geoff earned the Accredited Investment Fiduciary® (AIF®) designation, graduated with honors from the Central Atlantic School of Trust and Investment Management, and is currently working toward the Certified Private Wealth Advisor® certification.
Geoffrey P. Caber is dually registered as an Investment Adviser Representative affiliated with Compass Investments, LLC and Investment Research Partners, LLC, and is a registered representative of Purshe Kaplan Sterling Investments. Investment Research Partners, LLC has been contracted by Compass Investments, LLC to provide sub-advisory services to Compass Investments, LLC.