Geoffry A. Juviler is a wealth management financial advisor based in Boston.
Geoffry helps clients navigate the evolution of their life and their wealth by coordinating a team of professionals from client service, estate and financial planning, and the investment team.
He was a managing director with Boston Financial Management (BFM) for more than 21 years, until BFM became CAPTRUST in November 2024.
In previous roles, he served as vice president at Woodstock Corporation; as an analyst at both Boston Private Bank and Trust and Cunningham, Henderson & Papin; and as a registered rep for Schwab.
He earned a Bachelor of Arts degree in anthropology from Syracuse University, and a Master of Business Administration degree from Babson College.
When not working, Geoffry volunteers with various Boston-area groups, including the Educational Foundation for Rockport, MA. He also enjoys taking walks and swimming laps with his wife.
Geoffry’s hobbies include golfing, skiing, and building things out of wood. (His latest project was a dory rocker for his grandchildren.)
Education
- Bachelor of Arts, anthropology, Syracuse University
- Master of Business Administration, Babson College
Industry Designations
- Masters of Business Administration
Industry Involvement
- Executive Board member, Educational Foundation for Rockport (MA)
- Trustee, Rockport Community Land Trust