Christopher J. Geiss joined Western Reserve Trust Company as its Chief Fiduciary Officer. As Chief Fiduciary Officer, Chris manages WRTC’s trust operations and administration team. Chris also serves as a Trust Officer to clients and beneficiaries and provides them with expert advice on trust and estate matters. In this role, he assists clients with the creation and implementation of trusts in coordination with their outside legal counsel and oversees the administration of existing trusts. Further, he collaborates with outside investment management firms to choose appropriate asset allocation targets based on the long-term financial goals and best interests of trust beneficiaries, ensuring that sound fiduciary judgment is followed. Finally, Chris serves as WRTC’s Bank Secrecy Act and Anti-Money Laundering (BSA AML) Compliance Officer.
From 1993 to 2019, Chris worked in the wealth management business at PNC Bank (and its predecessor, National City Bank). For the five years prior to joining WRTC, while at PNC Bank, Chris was a Vice President and Senior Relationship Strategist where he served as the primary point of contact for many high-net-worth individuals and families. Prior to his role as a Senior Relationship Strategist, Chris was a Trust Officer. Since 2016, Chris has been the acting President of the Herman J. Albrecht Library of Historical Architecture, located at The Ohio State University.
Chris and his wife, Tiffany, reside in Brunswick, Ohio. They have five children, two grandchildren, and one grandchild on the way.
Education
- Cleveland State University (Bachelor of Business Administration, Finance)
Community Involvement
- Western Reserve Fire and Educational Museum, former member of the Board of Directors
- Cleveland Missing, former member of the Board of Directors