Geoff Crumrine is a seasoned financial professional currently serving as the Managing Director of Capital Formation at CAZ Investments since April 2024. Previously, Geoff held the position of Partner and Head of Client Experience at Bridgeway Capital Management, overseeing strategic direction in sales and client relations from May 2020 to April 2024. Geoff has also served as Partner and Head of Distribution at NXG Investment Management, focusing on institutional and retail business development from September 2014 to May 2020. Prior roles include Senior Vice President and Head of Global Institutional at OppenheimerFunds and various relationship management positions at Fidelity Investments and Bank of America. Academically, Geoff earned an MBA in Finance and Management, graduating summa cum laude from Babson F.W. Olin Graduate School of Business, and holds a BA in Economics from Furman University.
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