Joseph Geier, CPA

Senior Wealth Advisor, Senior Managing Director

Designations

  • Certified Public Accountant

 

Work Experience

  • Senior Wealth Advisor, Senior Managing Director and the leader of MAI’s Marriottsville, Maryland office
  • Joined MAI in 2021 following the acquisition of his firm, Geier Asset Management (“GAM”)
  • Launched GAM in 2001 after working with Major League baseball players as a member of a large sports management firm
  • Has developed and implemented investment and tax planning strategies to help his clients and their families achieve their financial, business, and philanthropic goals for over 30 years
  • Has extensive experience working with professional athletes through each phase of their careers and into retirement

 

Life Outside of MAI 

  • Member of the AICPA and MACPA
  • Previously served on the Board of Trustees at Mount De Sales Academy for 10 years
  • Supports several local charities and organizations, including The Cal Ripken, Sr. Foundation.
  • A life-long resident of Maryland, Joe resides in Ellicott City with his wife

 

Education

  • University of Maryland, BA in Business Management

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