Team Trading & Business Operations
Marc Dacanay
Marc joined Geometric Wealth Advisors in 2021. He spent the prior ten years in both advisor and back/middle office roles at MRA Associates, a boutique wealth management firm headquartered in Phoenix, Arizona. He joined Geometric to optimize the team’s time around business operations as they optimize clients’ time around finances. As Chief Compliance Officer, he […]
Julie Higgins
Julie joined Geometric Wealth Advisors in 2022. With experience as a consultant and as an operations leader for management consulting firms, Julie not only understands our clients, but also brings the skills necessary to manage the firm’s operations and ensure Geometric is poised to deliver the optimal client experience. Julie lives in Barrington, RI with […]