Geoff Castle

Geoff joined Pender in May 2021 as Senior Vice President, Investments, with responsibility for ensuring alignment between Pender’s investment and sales teams with a focus on the needs of our clients. He began his investing career in 2007 and undertook investment manager due diligence for an international financial services group. He moved on to risk and portfolio analytics and then equity research at an independent, global asset management firm. He then went on to work at a leading investment management group, representing the investment team to clients and providing a wide range of analytical support to the investment process.

Geoff’s role will see him collaborate with the investment and management teams at Pender with a goal of ensuring a delightful client experience – a combination of superior client service and compelling investment strategies.

Geoff holds a BA in Psychology from the University of Western Ontario and an MBA in Finance from Suffolk University. Geoff earned his Chartered Financial Analyst (CFA) designation in 2011.