Geoff Juviler

Mr. Geoffrey A.
Juviler is a Managing Director at Boston Financial Management LLC.
He is also a Wealth Manager and serves individual clients, their families, and not-for-profit organizations.
His primary responsibilities include constructing investment portfolios for clients and coordinating his client’s wealth management needs.
He also works closely with the firm’s Corporate Trustee subsidiary, Boston Fiduciary Services, LLC, which serves as co-trustee on many of his trusts.
He is currently a member of the firms’ Investment Research Committee and Strategic Planning Committee.
Before joining Boston Financial Management in 2003, Mr. Juviler spent years as a Registered Representative, Analyst, and Portfolio Manager with Charles Schwab, Boston Private Bank & Trust, and Woodstock Corporation.
He is a graduate of Syracuse University in Anthropology and earned a Master’s degree in Business Administration from Babson College, Olin School of Management.