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 an A.B. in Religion from Dartmouth College.

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.

Michaela Rothmann

Senior Associate, Client Service

Michaela Rothmann is a Senior Associate of Client Service within the Business Development team at Geode.  Ms. Rothmann is involved in Geode’s business development, client service, consultant relations and marketing efforts.  Ms. Rothmann joined Geode in 2018.  She holds a B.S. in Finance from Fairfield University Dolan School of Business. 

Brian DiMartino, CFA

Senior Associate, Client Service

Brian DiMartino is a Senior Associate of Client Service within the Business Development team at Geode.  Mr. DiMartino is involved in Geode's business development, client service, consultant relations, and marketing efforts.  Mr. DiMartino joined Geode in 2018.  He holds a B.A. in Economics from Boston College.  He is a CFA charterholder.  

Jeanna McCarthy

Client Service Associate

Jeanna McCarthy is a Client Service Associate within the Business Development team at Geode.  Ms. McCarthy is involved in Geode’s business development, client service, consultant relations, and marketing efforts.  Ms. McCarthy joined Geode in 2021.  She holds a B.A. in Economics from the University of Massachusetts Lowell.

Charlie Wannamaker

Business Development Analyst

Charlie Wannamaker is an Analyst within the Business Development team at Geode.  Mr. Wannamaker is involved in Geode’s business development, consultant relations, and marketing efforts.  Mr. Wannamaker joined Geode in 2019.  He holds a B.S. in Business Administration from the University of North Carolina at Greensboro.