John Geist

John Geist is a Managing Director in Wealth Management at UBS, where they have been dedicated to providing comprehensive wealth advice for over 28 years. Beginning their career in 1996 at Merrill Lynch, they became a founding partner of Summit Wealth Management Group and have since developed expertise in investment management, wealth planning, and risk management. John holds a Bachelor of Science in Business Administration from the University of Nebraska and received the Certified Investment Management Analyst certification from the Wharton School in 2004. Passionate about giving back, John has served on various boards and committees for local charities while also enjoying activities like fly fishing, golfing, and spending time at the lake with family and friends.