Barrett Geist

Barrett Geist is a Portfolio Manager at Ironwood Investment Counsel, LLC in Scottsdale, Arizona. He is responsible for designing and managing investment portfolios for individuals, foundations, and institutional clients, focusing on comprehensive wealth management and client-service excellence. Ironwood Investment Counsel oversees more than $1.4 billion in assets for high-net-worth individuals and a range of organizations, covering equity and fixed income asset classes, and providing tailored financial planning and portfolio management services.

Barrett specializes in asset allocation across public equities, fixed income, and alternative investments, with experience managing portfolios for both individuals and institutional clients. His expertise includes evaluating market trends and integrating tax-efficient strategies into investment plans for diverse client needs. Barrett's investment approach supports clients with charitable objectives, legacy planning, and long-term wealth preservation.

Prior to his role as Portfolio Manager, Barrett was a Senior Associate at Ironwood Investment Counsel, and a Business Analyst with Wilmington Trust Company (formerly M&T Bank), where he gained experience in project management and operational analysis. He holds a Bachelor of Science in Business Administration, majoring in Finance and Management Information Systems from the University of Central Arkansas, and earned his CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 2013.