Geoff Selzer Email & Phone Number
Director of Investments @ IronBridge Wealth Counsel, LLC
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Geoff Selzer Location
- Littleton, CO, US
Geoff Selzer Work
- 2025 -now Director of Investments @
- 2016 -now Independent Consultant @ Lyseon, LLC
- 2015 -2024 Independent Investment Committee Member @
- 2012 -2015 SVP, Consulting Services @ Envestnet | PMC
- 2001 -2012 Director of Consulting Services @ Envestnet | PMC
- 1997 -2000 Senior Investment Analyst @ Portfolio Management Consultants
Geoff Selzer Education
- CFA Institute
CFA Charterholder
2001 - James Madison University
BBA (Finance)
1991-1995
Geoff Selzer Skills
- Business Strategy
- Management
- Presentation Skills
- Business Development
- Relationship Management
- Investments
- Separately Managed Accounts
- Cross Functional Team Leadership
- Client Relations
- Unified Managed Accounts
- Strategic Planning
- Investment Advisory
- Asset Allocation
- Wealth Management
- Mutual Funds
- Acquisition Integration
Geoff Selzer Summary
- Geoff Selzer, based in Littleton, CO, US, is currently a Director of Investments at IronBridge Wealth Counsel, LLC. Geoff Selzer brings experience from previous roles at Lyseon, LLC, First Ascent Asset Management and Envestnet | PMC. Geoff Selzer holds a CFA Charterholder @ CFA Institute. With a robust skill set that includes Business Strategy, Management, Presentation Skills, Business Development, Relationship Management and more. Geoff Selzer has 2 emails and 1 mobile phone numbers on RocketReach.
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