Mr. Caber is a co-founder of Investment Research Partners and has over 25 years of experience in the financial services industry.
Geoff holds a bachelor’s degree in Operations Management from the University of Arizona and has held the Accredited Investment Fiduciary (AIF®)1 designation since 2005. He also attended the Central Atlantic School of Trust and Investment Management. Geoff resides in State College, PA with his fiancée and dog. He is an assistant basketball coach for the Special Olympics program in Centre County.
Prior to co-founding Investment Research Partners, Geoff was the Chief Investment Officer for Abundance Wealth Counselors in State College, PA from 2004 to 2018. While with Abundance, Geoff chaired the Investment Committee and managed the Investment Department. In addition to this investment management responsibilities, Geoff was a member of the Executive Management Team and was the Chief Compliance Officer from 2012 to 2014. Geoff has extensive experience in the areas of portfolio construction, qualified plan management, technical analysis, and in the structure and management of individual bond portfolios.
Prior to joining Abundance, Geoff was an Investment Officer for Susquehanna Trust and Investment Company where he assisted with the transition of portfolio management to an institutional approach which included communicating the investment process to both team members and clients. Prior to STIC, he was a Senior Portfolio Manager for Aris Wealth Services and a Financial Advisor for First Union Securities.
1Learn more about the Accredited Investment Fiduciary designation