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2017-02-26T00:00:00.000Z

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Geoff A. Wilson

Direct Phone: (781) ***-**** ext. ****       

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West Branch Capital LLC

99 Derby Street Suite 200

Hingham, Massachusetts 02043

United States

Company Description

Founded in 2004, West Branch Capital is an independently-owned, fee-only Registered Investment Advisor. Our core investment team collectively represents over 100 years of investment management experience. As a firm, we are committed to maintaining a cul ... more

Find other employees at this company (4)

Background Information

Employment History

Pvalue

Team of Instructor

thoughtLEADERS , LLC

Senior Vice President of Corporate Strategy and Development

Milliken & Company

Equity Analyst

Mesirow Financial Inc.

Portfolio Manager

Mansur Capital Corporation

Partner

p-Value Capital Management LLC

Affiliations

Founder and Principal
Wilson Growth Partners LLC

Member of the Varsity Football Team
Stanford University

Fellow
Liberty Fellowship

Education

A.B.

Princeton University

Bachelor of Arts degree

Stanford University

M.B.A.

University of Chicago Booth School of Business

MBA degree with high distinction

Tuck School of Business at Dartmouth College

Master of Arts degree

Stanford University

Web References (73 Total References)


Peter B. Wiley, CFA - West Branch Capital LLC | West Branch Capital LLC

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Geoff Wilson

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Geoff Wilson


Geoff ...

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Geoff Wilson

Ayaz brings almost 30 years of investment management experience to West Branch Capital. He serves as the firm's Chief Executive Officer and Chief Compliance Officer.
Ayaz founded West Branch Capital in 2004 after spending 22 years as a top wealth advisor at premier global investment banks: Kidder Peabody, Smith Barney and Lehman Brothers. At Lehman Brothers, he helped build the Wealth Management Group in Boston and co-managed the Equity and Fixed Income Middle Market Institutional Trading Desks. He has a unique insight into how the "sell-side" works and understands the complex relationship between the "sell-side" and brokerage/wealth management firms. He leverages this knowledge to benefit the firm's clients.
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Geoff has over 10 years of investment management experience. He is a Principal of the firm and serves as the Director of Research.
Prior to joining West Branch, Geoff was a Partner at p-Value Capital Management, an alternative asset management firm focused on public and private life science investments. Prior to joining p-Value, he served as a Portfolio Manager for Mansur Capital Corp., where he oversaw equity and alternative investments for a large family office. Geoff began his investment career as an equity analyst with several large institutional asset managers, including Columbia Wanger Asset Management and Mesirow Financial.
Geoff holds an M.B.A. from the University of Chicago, Booth School of Business, and an A.B. from Princeton University.


Geoff Wilson - West Branch Capital | West Branch Capital LLC

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Geoff Wilson

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Geoff Wilson
Geoff has over 10 years of investment management experience. He is a Principal of the firm.
Prior to joining West Branch, Geoff was a Partner at p-Value Capital Management, an alternative asset management firm focused on public and private life science investments. Prior to joining p-Value, he served as a Portfolio Manager for Mansur Capital Corp., where he oversaw equity and alternative investments for a large family office. Geoff began his investment career as an equity analyst with several large institutional asset managers, including Columbia Wanger Asset Management and Mesirow Financial.
Geoff holds an M.B.A. from the University of Chicago Booth School of Business, and an A.B. from Princeton University.
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Geoff Wilson


Project Management | thoughtLEADERS, LLC: Leadership Training for the Real World

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Geoff Wilson


Leadership Training Instructors: The thoughtLEADERS, LLC Team

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Geoff Wilson

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Geoff Wilson
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Geoff Wilson

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