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.

William Miller

Head of Business Development

William Miller is Head of Business Development at Geode.  Mr. Miller is responsible for Geode’s client service, consultant relations, and marketing efforts.  Mr. Miller joined Geode in 2018. He holds an M.B.A. from the University of Chicago and a A.B. from Dartmouth College.

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.

Kelley Sloane

Client Service Associate

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

Katie Tiney

Business Development Analyst

Katie Tiney is a Business Development Analyst within the Business Delevelopment team at Geode. Ms. Tiney is involved in Geode's business development, client service, consultant relations, and marketing efforts.  Ms. Tiney joined Geode in 2017.  She holds her B.S. from Northeastern University D'Amore-McKim School of Business.