Portfolio Management

Adam Bederov

Adam joined Geometric Wealth Advisors in 2024. While studying at the University of Denver, he built a strong foundation in finance, investments, and analysis while gaining valuable experience in portfolio management through an internship at Agility OCIO. He is passionate about financial literacy and common-sense investing. Adam is excited to contribute to Geometric’s portfolio management […]

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Fritzner Jean, Jr., CFP®

Junior joined Geometric Wealth Advisors in 2022. He spent the previous six years with Vanguard in various roles, including as an advisor and investment analyst. While at Vanguard, Junior developed an affinity for the efforts involved with financial planning, investment analysis, and behavioral coaching. Junior joined Geometric to leverage his wealth management experience in helping […]

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John Morrison

John joined Geometric Wealth Advisors in 2025. Prior to Geometric, John helped launch and build a wealth advisory practice at Secfi, worked as an equity portfolio manager and investment strategist at Dimensional Fund Advisors, was a consultant at Bain & Company, and an analyst at Goldman Sachs. John lives in Austin, TX with his wife, […]

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