Geode Capital Management

Mutual Funds, Financial Planners, Financial Planning Consultants

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15 Years

in Business

(617) 392-8533Call Visit WebsiteVisit Website Map & DirectionsDirections1 Post Office Sq Ste 2000Boston, MA 02109 Write a ReviewWrite Review

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Extra Phones

TollFree: (800) 777-6757

Location

One Post Office Square

Neighborhoods

Financial District, Downtown Boston

AKA

Geode Capital Management LLC

Integrity Capital Management

Schroder Capital Management Inc

Other Link

https://www.geodecapital.com/contact-us

Categories

Mutual Funds, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management

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Details

Phone: (617) 392-8533

Address: 1 Post Office Sq Ste 2000, Boston, MA 02109

Website: https://www.geodecapital.com/contact-us

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Geode Capital Management

Investment Management
The talent hired today, helps us build the future of investment management tomorrow, across portfolio management, trading, technology, business development, compliance, finance, human resources, legal, operations, and strategic initiatives.
Mutual Funds
Eric Roiter has been a Director at Geode Capital Management since 2013. Mr. Roiter previously was a Lecturer in Law at Boston University School of Law from 2008 to 2021. In addition, from 1997 to June 2008, he served as Senior VP and General Counsel of Fidelity Management & Research Company. In this role, Mr. Roiter was responsible for supervising and providing legal advice and representation for all aspects of Fidelityâ€™s mutual fund business. From 1985 to 1997, Mr. Roiter was a corporate partner with Debevoise & Plimpton, specializing in securities and financial services law. Previously, Mr. Roiter was with the U.S. Securities and Exchange Commission in Washington, D.C., serving in various legal positions, including Assistant General Counsel from 1979 to 1981.
Wealth Management
Kim Kenly has been a Director at Geode Capital Management since 2012. Mr. Kenly currently serves as an Advisory Board Member for Rosemont Investment Partners, LLC and as a Senior Advisor for Lexington Wealth Management. He previously served as Managing Director of North American Sales and Marketing for Grantham, Mayo, Van Otterloo, LLC (GMO). Prior to GMO, he served as Managing Director of U.S. Sales and Marketing for Credit Suisse First Boston Investment Management Group. He also served as a Director for PanAgora Asset Management. He led the development and launch of the Structured Investment Products Group (the predecessor of PanAgora) within The Boston Company. He also served as the President, Board of Trustees, for the Cardigan Mountain School in Canaan, NH, where he is currently a Trustee.

Asset Management
With a robust infrastructure and talented investment professionals, Geode offers clients the scale of a large asset management firm, with benefits of a versatile platform - flexibility and customization. Our firm is able to offer institutional investors the essential building blocks for todays changing investment landscape.Â

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