Broker Check
Michael Geraci

Michael Geraci

Sup., Retirement Consulting Investment Services - Retirement Consulting Services - San Diego Team

Michael joined Commonwealth in February 2014 as a qualified plan sales consultant. In February 2016, he was promoted to relationship manager, retirement consulting investment platform. In that role, he strategically developed and managed the due diligence process for the retirement plan investment recommended list. This entailed ensuring coverage across key asset classes and share classes for mutual funds, comingled trusts, stable value products, and target-date portfolios. In February 2019, Michael was promoted to senior product manager and will continue to work with our external partners and expand his involvement with PlanAssist Investment Management. Michael will continue to manage the retirement plan investment recommended list, the associated due diligence process working closely with Commonwealth’s Investment Management team, and performing investment selection for the PlanAssist Investment Management program. Prior to Commonwealth, he worked at John Hancock in the Investments and Retirement Plan Services divisions. Michael began his career with Fidelity Investments in brokerage trading. He holds FINRA Series 7, 6, and 63 securities registrations; the CRPC®, AIF®, CIMA®, and 401(k) Administrator designations; and a Massachusetts life/variable insurance license. Michael graduated from the University of New Hampshire with a bachelor’s degree in Political Science and holds a master of science in finance from Brandeis University. He also attended Vanderbilt University’s Owen Graduate School of Management, earning a certificate in executive leadership. In his free time, Michael enjoys working out, playing lacrosse, skiing, skateboarding, and spending time with his family and friends.