Geofrey Banda, CIMA®

Geof Banda joined Baird in 2003 and currently serves as a Senior Portfolio Consultant within the Asset Manager Research Department.  His area of expertise is in investment portfolio analyses for HNW private investors and institutional clients. Analyses include asset allocation studies, portfolio recommendations and development of Investment Policy Statements as well as other ad hoc analytical projects such as portfolio modeling and scenario testing. Geof also serves as the lead analyst for Baird’s Capital Market Assumptions and Baird’s Strategic Asset Allocation Model Guidelines.   

Prior to joining Baird, Geof spent three years with McDonald & Co. Investments Inc. in Cleveland, OH, specializing in investment consulting and performance reporting. 

Geof earned his Bachelor of Science degree in Finance and Economics from the University of Dayton and has an MBA from the University of Cincinnati.  He holds the CIMA designation (Certified Investment Management Analyst) and is a member of the Investments & Wealth Institute. Geof is also a member of Baird’s Asset Allocation Committee.