
Geoffrey Limroth
Associate

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About me
Retired
Education

UNC Kenan-Flagler Business School
-MBA Finance
University of Richmond - Robins School of Business
-BSBA Accounting
Experience

Commerzbank AG
Apr 1993 - Oct 1994Associate
Stires O'Donnell and Company
Nov 1994 - Apr 1997Executive Director, Head of Private Bank Fixed Income Sales
UBS Financial Services
Apr 1997 - Jun 2016Managing Director, Head of International Product Management
Aug 2010 - Jun 2016Managing Director - Head of Capital Markets
Aug 2009 - Jul 2010Executive Director - Transaction Products COO and Head of Product Management
Jan 2006 - Aug 2009Executive Director, Head of Private Bank Trading and Sales
Apr 1997 - Dec 2005

GSL Advisors LLC
Oct 2016 - Feb 2018Managing Principal
Jefferies Wealth Management
Feb 2018 - Mar 2023Chief Operating OfficerIJefferies Private Wealth Management provides full-service investment solutions for entrepreneurs, high-net-worth individuals, families and their companies. We offer individualized, innovative solutions for our clients, including discretionary and open architecture asset management, giving our clients access to the most attractive independent managers and investment products in the markets today. Additionally, as a division of Jefferies, we bring the Firm’s complete institutional capabilities to our wealth management clients, including Jefferies’ world-renowned sales & trading platform. Our goal is to deliver the best continual service via our highly experienced wealth management team.Jefferies LLC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Jefferies LLC will not accept purchase or sale orders via LinkedIn or its messaging systems and is not responsible for content posted by third-parties. Jefferies LLC does not provide tax or legal service – please consult a tax advisor. Show less
Licenses & Certifications
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Series 7, 63, 66, 24, 55 and 53 securities licenses.
Financial Industry Regulatory Authority (FINRA)
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