Geoff McCarthy is the president of Peloton Wealth Management. He has been in the asset management business working with clients for 13 years. He focuses on investment management and wealth planning for individuals and families. Prior to founding Peloton, Geoff was a financial advisor at UBS Wealth Management in Boston. He earned a bachelor's degree from Bentley University, majoring in finance.
Geoff lives in Concord, Massachusetts, with his wife, Stacey, and two children, William (10) and Elyse (7). When not in Concord, they can often be found enjoying time in Kennebunkport, Maine. Interests include cycling, running, and contemporary art.