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Geoff Tollett      Financial Analyst

office: 216-831-2430 Ext 202 mobile: 513-218-3564 e-mail Open vCard below

Geoff Tollett is a Financial Analyst with EdgePoint Capital Advisors where he works closely with the firm’s principals to provide buy-side, sell-side and refinancing services to companies in the middle market.  His primary duties include market research, financial modeling, managing due diligence information, buyer list creation and preparing offering materials.  Geoff has worked in a variety of industries including technology, manufacturing, distribution, services, and retail.
 Prior to joining EdgePoint, Geoff interned with Merrill Lynch’s Global Private Client Group where he directly assisted two Senior Financial Advisors in the management of over $250 million in assets.  This work provided him with a comprehensive understanding of the capital markets and a strong background in financial services marketing.
 Geoff earned a Bachelors of Science in Management, with a concentration in Finance, and minors in Accounting and Economics from Case Western Reserve University.  He also holds a Series 7 securities license.