Robert Geitz
Verified
Robert Geitz is an Executive Director at Morgan Stanley Wealth Management Investment Resources, where he is responsible for a number of alternative investment portfolio initiatives or programs. These include comprehensive alternative investment portfolio allocations for Custom Solutions, which provides outsourced CIO services to institutional clients; the Alternative Investment Model Portfolios for Manager Solutions; and the Hedge Fund Portfolio Advisory program, which he established and continues to manage.
Robert’s experience in investment management and capital markets spans more than 25 years, including 15 years in alternative investments. Prior to assuming his current responsibilities, he spent 7 years as a portfolio manager in the Hedge Fund Solutions business unit at Morgan Stanley Alternative Investment Partners – and at predecessor entities – where he worked closely with advisors and clients in designing and managing customized hedge fund portfolios, and conducting due diligence reviews of hedge fund managers.
He holds the following FINRA certifications: Series 24, Series 7, Series 65, Series 63, Series 5 – and he holds the Certified Alternative Investment Analyst designation. Robert received a B.A. degree cum laude from Yale University.