Financial Adviser Expert and author of the upcoming book, Transparent Investing.


Patrick Geddes is the co-founder and former CEO of the Aperio Group, a $44 billion investment manager that works primarily with ultra-high-net-worth and institutional investors. Prior to co-founding Aperio, Patrick was the Research Director and CFO at the financial services firm, Morningstar, and also taught graduate-level portfolio theory at UC Berkeley Extension. He is also the author of the upcoming book, Transparent Investing, which teaches you how to rewire your brain and unlearn what you know about investing to help you to create a brighter financial future. FOR MORE INFORMATION VISIT:


Have you ever been spellbound? By that, I mean, have you ever been so drawn in by someone’s ideas, communication skills, words, gestures, facial expressions—their presence—that you couldn’t take your eyes, or ears, off what they were doing right in front of you? This has happened to me. More than once. In fact, lots of times. I have been wowed by some of the most remarkable, well-known speakers of all time— Zig Ziglar, Brene Brown, General Colin Powell, Madeleine Albright, and many others. I’ve also been impressed beyond words by watching and listening to several relatively unknown presenters such as Fariba Amidari, Jade Simmons, and Akeem Iman-Jones. On the other hand, I have been in situations where I have had to listen to long, boring, unappealing presentations by some of the worst speakers ever. Completely untrained, uninformed, or unprepared. I felt as though my time had been wasted. (Obviously, I won’t call them out by name!)

In An Interview/Article, Patrick Can Share:

  • How investment firms appeal to junk food-like cravings
  • The perils of hidden investment costs
  • Gender differences and bias in investing
  • The benefits of focusing on fees and taxes- when boring is better than sexy
  • The ‘gamification’ of investing
  • Doing it yourself vs. hiring a professional
  • Smart investing in the post-COVID world or any environment



Jeff Heller (Publicist) 866-949-6868