Geoffrey I. Edelstein, CFA
Founder, Principal, Portfolio Manager
Geoffrey I. Edelstein, CFA, CIC
Co-Founder, Principal & Portfolio Manager
Geoffrey I. Edelstein, CFA is a Co-Founder, Principal and Portfolio Manager of Granite Investment Partners, LLC. He is a Co-Portfolio Manager on the Large Cap Equity strategy and manages equity and balanced portfolios for private clients. Mr. Edelstein follows the Consumer Staples sector as an analyst.. Mr. Edelstein is also a member of the Management Committee and the Operating Committee overseeing the firm’s legal and financial operations.
Prior to founding Granite in 2009, Mr. Edelstein was a Principal, Managing Director and Portfolio Manager of Transamerica Investment Management, LLC (TIM), which he joined in 2005 when it acquired Westcap Investors, LLC, a firm he Co-Founded in 1992. While at TIM, he managed and serviced institutional and private client accounts, as well as mutual funds, in the Large Growth Equity and Large Value Equity strategies. At Westcap, he managed and serviced portfolios in Westcap’s Large Growth and Convertible Securities strategies. In addition to his investment responsibilities at Westcap, Mr. Edelstein served as in-house legal counsel, Chief Compliance Officer and architect of the firm’s business infrastructure. Prior to Westcap, he was an Associate at Rudnick & Wolfe specializing in Corporate and Real Estate Law from 1988-1991. Mr. Edelstein earned the right to use the Chartered Financial Analyst designation in 1997.
Mr. Edelstein is a member of the Board of Directors of Uplift Children and Family Services, having previously served as Chairman of its predecessor for three years. Additionally, he is a member of the Board of Directors of the Tahoe Truckee Community Foundation. He is also a former member of the Board of Governors of the Investment Adviser Association. Mr. Edelstein has 28 years of investment industry experience.