Geoff Marshall

Director Of Institutional Advisory Services @ iownit

About Geoff Marshall

Geoff Marshall serves as the Director of Institutional Advisory Services at iownit capital and markets, Inc. He has extensive experience in financial services, having previously held a senior role at Eaton Vance for 25 years and currently mentoring at MassChallenge.

Current Role at iownit Capital and Markets, Inc.

Geoff Marshall serves as the Director of Institutional Advisory Services at iownit Capital and Markets, Inc. He has held this position since 2021, contributing to the company's focus on innovation within the fintech platform environment. His role involves leveraging permissioned blockchain technology to enhance the efficiency of alternative and private fund life cycles.

Experience at MassChallenge

Since 2021, Geoff Marshall has been a Business Mentor and Coach at MassChallenge in Boston, Massachusetts. In this capacity, he provides guidance and support to startups and entrepreneurs, drawing on his extensive experience in financial services and institutional advisory.

Previous Experience at Eaton Vance

Geoff Marshall worked at Eaton Vance for 25 years, from 1996 to 2021. He held the position of Vice President and Senior Global Relationship Manager, where he managed client relationships and contributed to the firm's strategic initiatives. Prior to this role, he served as an Internal Wholesaler from 1993 to 1996.

Educational Background

Geoff Marshall earned an MBA in Finance from Babson F.W. Olin Graduate School of Business, studying from 1995 to 1998. He also holds a Bachelor of Arts degree in Government from St. Lawrence University, where he studied from 1986 to 1990.

Expertise in Financial Services Innovation

Geoff Marshall possesses expertise in digitizing and simplifying administrative challenges within private funds. His focus on reducing embedded costs through technology reflects his commitment to enhancing operational efficiency in the financial services sector.

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