Douglas Geisser is a seasoned financial expert with over 40 years of industry experience. He has established a strong reputation working with high-net-worth families, focusing on effectively managing client assets and guiding wealth transfers across generations. Since 1990, Doug has served as Vice President of the firm, where he leads the fixed-income department, overseeing bond research and trading operations. As a registered investment advisor, Doug manages diversified client portfolios in both equity and fixed-income investments. In addition to portfolio management, he provides trusted fixed-income advice to other investment professionals. Doug holds a B.A. in Economics and Business fr