Geoff Lewis, CFA, CPA

Geoff Lewis, CFA, CPA, has a diverse range of work experience. Geoff is currently working as a Finance Lead at Ledger Investing since September 2022. Prior to that, they served as the Product Operations Lead at AngelList from April 2020 to August 2022.

Geoff also worked as an Associate in the Finance department at Jordan Park Group from April 2017 to April 2020. During this time, they played a vital role as part of a multi-family office, contributing to the empowerment of a distinct community to make an impact on the world.

Before joining Jordan Park Group, Geoff worked at Goldman Sachs. Geoff held the position of Associate from January 2017 to April 2017, and prior to that, they worked as an Analyst from January 2016 to January 2017.

Geoff's career began at Ernst & Young, where they served as a Senior Associate from September 2012 to January 2016. During their time there, they provided assurance services to large hedge funds, private equity funds, and other alternative funds. Geoff also participated in international and domestic rotation programs to gain experience in valuation, business modeling, and transaction advisory services.

In addition to their professional experiences, Geoff has also gained valuable skills and knowledge through their involvement in various academic and extracurricular activities. Geoff worked as a Student Consultant at the University of Utah from August 2011 to April 2012. In this role, they provided analysis and support for a local oil re-refining company's international expansion and cost structure.

Geoff also interned at Ernst & Young in the summer of 2011 and gained experience in the field of accounting and auditing.

Furthermore, Geoff actively participated in the University of Utah Student Investment Fund, where they worked with a team of students to manage an equity portfolio valued at over $200,000. Geoff conducted due diligence and utilized various valuation methods to research potential investment opportunities for the fund. Geoff regularly presented equity investment pitches to portfolio managers and investment professionals in the Salt Lake City area.

Before beginning their professional career, Geoff worked as an Executive Assistant at The Ballard Group LLC. During this time, they attended events related to U.S. foreign policy, international affairs, and humanitarian efforts on behalf of a former U.S. government official.

Overall, Geoff Lewis has proven their expertise and capabilities across a variety of industries and functions. Geoff brings a strong financial background, strategic mindset, and commitment to client service in all of their professional endeavors.

Geoff Lewis, CFA, CPA, obtained a Bachelor of Science (B.S.) degree in Finance and a Bachelor of Science (B.S.) degree in Accounting from the University of Utah - David Eccles School of Business. Geoff completed their undergraduate studies from 2008 to 2012. Geoff Lewis further pursued professional certifications, including the Chartered Financial Analyst (CFA) designation from the CFA Institute, which they obtained in September 2016, and the Certified Public Accountant (CPA) qualification from the California Board of Accountancy, which they obtained in February 2014.