About Geoff Hudson
Geoff is a distinguished financial professional with a career spanning over 25 years. As a former leader of the Fordham Group, he played a pivotal role in empowering families to make informed financial decisions, ensuring their wealth supports the people, causes, and goals they cherish. In 2025, he and his team joined forces with the Research Triangle Group.
Geoff graduated from East Carolina University with a B.S. in Business Administration. He holds the titles of Senior Vice President and Executive Financial Services (EFS) Director. In his role as an EFS Director, he skillfully guides clients through the complexities of equity compensation plans and mitigates concentration risk.
Serving a diverse clientele, including high-net-worth families, foundations, endowments, and pension plans, Geoff excels in portfolio design, strategic management, and asset allocation. His advisory approach is deeply rooted in understanding each client's unique circumstances and is dedicated to helping them achieve their financial aspirations. Geoff advocates for a comprehensive wealth strategy, employing a five-step wealth management process tailored to clients' specific needs.
Beyond his professional achievements, Geoff has been happily married for thirty-five years and is a devoted father to two children. Outside the office, he is passionate about tennis, writing, and painting, reflecting his commitment to a well-rounded and fulfilling lifestyle.
Securities Agent: IL, SC, MT, MN, WA, UT, OK, NM, KY, TX, TN, MS, DC, CT, MD, MA, FL, CO, VT, VA, PA, MI, GA, AZ, WI, OR, NH, NE, AL, HI, LA, CA, WV, NC, WY, NY, NJ, MO, KS, IN; General Securities Representative; Investment Advisor Representative; Managed Futures