Profile
Geofrey John Greenleaf is the founder of Private Harbour Investment Management & Counsel LLC, which was founded in 2008.
He held the title of Chairman from 2008 to 2019.
Mr. Greenleaf's former positions include Principal at Greenleaf Capital Management, Inc. from 1976 to 2008, Principal at Merrill Lynch Canada, Inc. from 1974 to 1975, and Principal at McKinsey & Co., Inc. (Canada) from 1968 to 1974.
He also held the title of Managing Member at 42 Investment Advisory Group LLC.
Mr. Greenleaf received his undergraduate degree from Dartmouth College in 1966 and his MBA from Stanford University in 1968.
Former positions of Geof Greenleaf
| Companies | Position | End |
|---|---|---|
Private Harbour Investment Management & Counsel LLC
 Private Harbour Investment Management & Counsel LLC Investment ManagersFinance Private Harbour Investment Management & Counsel LLC (Private Harbour) is an independent, SEC-registered investment advisor headquartered in Solon, Ohio. The firm was founded in 2008 by Geofrey J. Greenleaf and James “Jim” Blue, II. Private Harbour provides investment advice to high-net-worth individuals, pension/profit sharing plans, trusts/estates/charitable organizations, and corporations. | Chief Executive Officer | 2019-02-06 |
42 Investment Advisory Group LLC
 42 Investment Advisory Group LLC Investment ManagersFinance 42 Investment Advisory Group LLC is a company based in Pepper Pike, OH. | Chief Executive Officer | 2016-07-04 |
Greenleaf Capital Management, Inc.
 Greenleaf Capital Management, Inc. Investment ManagersFinance Founded in 1976, Greenleaf Capital Management, Inc. is a registered investment advisor located in Shaker Heights, Ohio. | Chairman | 2008-06-29 |
Merrill Lynch Canada, Inc.
 Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Corporate Officer/Principal | - |
McKinsey & Co., Inc. (Canada)
 McKinsey & Co., Inc. (Canada) Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. (Canada) provides management consulting services for private, public, and social sector institutions. The company is headquartered in Toronto, Canada. | Corporate Officer/Principal | - |
Training of Geof Greenleaf
| Dartmouth College | Undergraduate Degree |
| Stanford University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Greenleaf Capital Management, Inc.
Greenleaf Capital Management, Inc. Investment ManagersFinance Founded in 1976, Greenleaf Capital Management, Inc. is a registered investment advisor located in Shaker Heights, Ohio. | Finance |
Merrill Lynch Canada, Inc.
Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Finance |
Private Harbour Investment Management & Counsel LLC
Private Harbour Investment Management & Counsel LLC Investment ManagersFinance Private Harbour Investment Management & Counsel LLC (Private Harbour) is an independent, SEC-registered investment advisor headquartered in Solon, Ohio. The firm was founded in 2008 by Geofrey J. Greenleaf and James “Jim” Blue, II. Private Harbour provides investment advice to high-net-worth individuals, pension/profit sharing plans, trusts/estates/charitable organizations, and corporations. | Finance |
McKinsey & Co., Inc. (Canada)
McKinsey & Co., Inc. (Canada) Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. (Canada) provides management consulting services for private, public, and social sector institutions. The company is headquartered in Toronto, Canada. | Commercial Services |
42 Investment Advisory Group LLC
42 Investment Advisory Group LLC Investment ManagersFinance 42 Investment Advisory Group LLC is a company based in Pepper Pike, OH. | Finance |
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