Seeking Alpha

Steven Geri, CFA  

Steven Geri is the head of eSavant Advisor, a web-based wealth management service for individuals and families nationwide. Before joining Savant, he was the founder of InvestSimply LLC, aSEC registered investment advisory firm. Prior to founding InvestSimply, he was with the institutional division of Charles Schwab & Co, Inc. in San Francisco. Before Schwab, Mr. Geri evaluated corporate mergers and acquisitions at the strategy consulting firm Booz Allen Hamilton (now known as Booz & Company). Steven has an MBA from Duke University where he was a Fuqua Scholar, and engineering degrees from Texas A&M University and the University of Washington. He is a CFA charterholder.

About eSavant Advisor:
  • Description: Registered Investment Advisor (RIA). Trading frequency: Infrequent
  • Interests: ETFs, Mutual funds, Retirement savings
eSavant Advisor eSavant Advisor, a division of Savant Capital Management, is an online financial planning and wealth management service that offers each client a dedicated team to personally assist in their financial decisions. eSavant Advisor makes available to investors nationwide the same CEFEX™ certified Investment ...More
Currently, you have no book details. Click edit to add book details.
Latest comments on Steven Geri, CFA's Articles