Geoffrey Sargeant, CFP®, AEP®
Senior Wealth Advisor
Geoff serves a clientele of wealthy individuals, family offices and foundations in the Northeast Region of the United States and brings more than 18 years of industry experience.
Prior to joining Calamos Wealth Management, Geoff was a Senior Vice President – Wealth Advisor at Neuberger Berman (New York). There he was part of a successful team responsible for $1.8 billion in assets under management. He previously held similar positions in investment management and wealth advisory at City National Rochdale Investment Management (New York), FCG Advisors (Chatham, NJ) and SEI Investments (Oaks, PA).
Geoff is a very active leader within the financial services industry serving as President of the Estate Planning Council of New York City. He is currently serving as Chairman of the CFP® Board Council on Education. Geoff has been recognized as Private Asset Management Magazine’s Rising Star (2013) as well as several awards while at City National including Wealth Management MVP (2008).
Geoff is a graduate of Bucknell University, Lewisburg, PA where he earned a BS in Business Administration – Finance Concentration (2000). He has earned the Certified Financial PlannerTM and Accredited Estate Planner® designations and holds Series 7, 63 and 65 licenses.