The Geometric Blog

Jeff Fortner, CFA

Jeff joined Geometric Advisors in 2026. He previously spent over a decade at Bain & Company, where he served as a Partner and head of the Seattle office. He also brings six years of experience in wealth management from his tenure at a boutique investment firm. Jeff was drawn to Geometric by the opportunity to apply his professional expertise in, and personal passion for, financial planning to a client demographic he understands intimately.

Jeff lives in Seattle, Washington, with his wife and two sons. Outside of the office, he enjoys taking full advantage of the Pacific Northwest outdoors by hiking, biking, skiing, camping, and paddleboarding.