Investment

INTEGRATED CLIENT MANAGEMENT

Business Development Team

Geode is proud to employ an exceptionally talented team of individuals with an extensive range of backgrounds, experiences and expertise. We believe our team-oriented and collaborative environment benefits both our investment process and our clients.

Patrick Perry

Head of Business Development

Patrick Perry is Head of Business Development for Geode. Mr. Perry is responsible for Geode’s client service, consultant relations, and marketing efforts. Mr. Perry joined Geode in 2008. He holds an M.B.A. from The Wharton School at the University of Pennsylvania and a B.A. from Yale University.

David Watts

Director of Consultant Relations

David Watts is Director of Consultant Relations for Geode. Mr. Watts is responsible for developing and enhancing Geode’s relationships with the investment consultant community. Mr. Watts joined Geode in 2013. He holds a Bachelor of Science in Finance & Investments from Babson College and a Master of Science in Investment Management from Boston University.

Erin Cleland

Director, Business Development

Erin Cleland is a Director within the Business Development team at Geode. Ms. Cleland is involved in Geode's client service, consultant relations, and marketing efforts, with a particular focus on sub-advisory relationships. Ms. Cleland joined Geode in 2011. She holds an M.B.A. from the F.W. Olin Graduate School of Business at Babson College and a B.S. in Business Administration from Lyndon State College.

Sean Furey, CAIA

Director, Consultant Relations

Sean Furey is a Director within the Consultant Relations team at Geode. Mr. Furey is responsible for developing and enhancing Geode’s relationships with the investment consultant community. Mr. Furey joined Geode in 2010. He holds a B.A. from Trinity College. He is a CAIA charterholder.

Kelley Sloane

Business Development Analyst

Kelley Sloane in an Analyst within the Business Development team at Geode. Ms. Sloane is involved in Geode’s business development, client service and marketing efforts. Ms. Sloane joined Geode in April 2015. She holds her B.S. from the Isenberg School of Management from the University of Massachusetts Amherst.

Mark Sullivan

Director, Institutional Sales

Mark Sullivan is a Director within the Business Development team at Geode.  Mr. Sullivan is involved in Geode’s client service, consultant relations, and marketing efforts, with a particular focus on sales in the sub-advisory and institutional channels.  Mr. Sullivan joined Geode in 2016. He holds a B.A. from Boston College.