GEOVEST ADVISORS INC of FAIRPORT, NY is an SEC-registered investment adviser (CRD 105906). Regulatory assets under management: $147.9M.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pooled vehicles, Other.
| Name | Role | Location |
|---|---|---|
| Robert Edgar Reeves | PRESIDENT | — |
| David James Upson | VICE PRESIDENT & PORTFOLIO MANAGER | — |
| Philip Michael Byrne | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | — |
| Michele Renee Krug | VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | — |
| REEVES ROBERT EDGAR | PRESIDENT | — |
| UPSON DAVID JAMES | VICE PRESIDENT & PORTFOLIO MANAGER | — |
| WAGNER NANCY MARIE | ASST. VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER; ASST. VP, OPERATIONS MANAGER, COMPLIANCE OFFICER; VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | — |
| BOSSO PHILIP D | SHAREHOLDER | — |
| SCHWINGEL KATHLEEN E | VICE PRESIDENT, OPERATIONS MANAGER | — |
| BOSSO BERTHA H | SHAREHOLDER | — |
| BYRNE PHILIP MICHAEL | VICE PRESIDENT & CHIEF INVESTMENT OFFICER | — |
| PULS CHARLES STUART | VICE PRESIDENT, CLIENT SERVICES | — |
| KRUG IRIS RENEE | ASSISTANT VICE PRESIDENT; VICE PRESIDENT; VP, OPERATIONS MANAGER, CHIEF COMPLIANCE OFFICER | — |
| ALLEN SHARON DINARDO | ASSISTANT VICE PRESIDENT; VICE PRESIDENT | — |
| UPSON MATTHEW DAVID | MARKETING REPRESENTATIVE | — |