![Steve A. Geri](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Steve A. Geri, CFA MBA, is a Director at Savant Capital Management, Inc.
Mr. Geri was previously employed as a Consultant by Booz & Co., Inc. and a Principal by Charles Schwab & Co., Inc.
Mr. Geri received his undergraduate degree from Texas A&M University and an MBA from Duke University.
| Companies | Position | End |
|---|---|---|
InvestSimply LLC
 InvestSimply LLC Investment ManagersFinance Provides investment advice | Founder | - |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Strategy&
 Strategy& Miscellaneous Commercial ServicesCommercial Services Provides business strategy consulting services | Corporate Officer/Principal | - |
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory. | Corporate Officer/Principal | - |
Active
Inactive
Listed companies
Private companies
| Private companies | 6 |
|---|---|
Duke University
 Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Texas A&M University
 Texas A&M University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant maintains a series of asset allocation models based on risk tolerance and investment objective. Model portfolios typically will include a blend of low-cost mutual funds and exchange traded funds (ETFs) across a broad spectrum of equity, fixed income and alternative asset classes. The firm’s investment committee is responsible for identifying and implementing the methods of analysis used by the firm in formulating investment strategies and model portfolios. In general, they take a structured, long-term investing approach based on Modern Portfolio Theory. | Finance |
Strategy&
Strategy& Miscellaneous Commercial ServicesCommercial Services Provides business strategy consulting services | Commercial Services |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
InvestSimply LLC
InvestSimply LLC Investment ManagersFinance Provides investment advice | Finance |
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