Greenwich Risk Management Advisory Services LLC

Greenwich Risk Management Advisory Services LLC

Robert F. Geary

13 Hazelwood Ln Stamford, CT 06905

About the Expert

Mr. Geary has been a banking, finance, investment management and risk management industry professional for 49 years with 34 years serving in a variety of senior treasury, financial markets, investment management and risk management roles at JP Morgan Chase & Co. He is well versed in matters concerning Risk Management in General, Banking in General, Treasury Management, Investment Management, Fiduciary Responsibilities, Financial Markets, Use of Derivatives and Corporate Governance.

Areas of Expertise

Asset Management
Bank Regulations
Corporate Governance
Financial Markets
Foreign Exchange
Market Risk
Risk Management

Expert's Profile

Robert Geary is the founder of Greenwich Risk Management Advisory Services “LLC” and serves as principal consultant on many of the firm’s consultancy mandates.

Robert has been a banking and finance industry professional for 49 years with 34 years serving in a variety of senior Treasury, financial markets, asset management and risk management roles at JP Morgan Chase & Co. During his career with JP Morgan Chase he served in the following positions:
• Head of Chase Manhattan Bank’s euro and other offshore funding activities
• Chase’s first Asia/Pacific Area Treasury and Financial Markets Executive located in Hong Kong with responsibility for the treasury, currency trading/sales activities and securities portfolios of Chase’s branches in nine countries that included the major centers of Japan, Hong Kong and Singapore
• Western Hemisphere Area Treasury and Financial Markets Executive with similar responsibilities for Chase’s branches in South America, Canada, Panama and Puerto Rico
• National Sales Manager for Chase Securities
• Treasury and Financial Markets General Manager for Chase AMP Bank in Australia
• Risk Management and Treasury Executive for Chase’s Asset Management and Private Bank organizations
• Head of the risk management oversight function of Market, Credit and Operational Risk for Chase Asset Management
• Managing Director and Head of Fiduciary Risk Management for the Corporation.
During Robert’s career he has served on the Board of Directors of Chase Manhattan Overseas Banking Corporation as well as having served on numerous senior committees that included Chase’s Portfolio and Investment Strategy Committee, Tax Committee, International Asset/Liability Management Committee, Chase Investment Policy Committee, and Capital Markets & FX Risk Management Committee.
Prior to joining Chase, he held positions at Chemical Bank, Chrysler Financial Corporation and National Bank of North America.

Robert holds a BA degree in Economics from Pace University and did graduate studies in finance at New York University Graduate School of Business. He has held Series 7, 24 & 65 registrations that are retired.

He is certified FINRA Arbitrator and is currently a member of the Executive Advisory Board of St. John’s University Graduate School of Accounting and Taxation.

He is a member of the New York Athletic Club and has served as a past president of the Club.

Personal Achievements


  • Pace University - BA - Economics
  • NYU Graduate School of Business - Graduate Studies - Finance


  • Certified FINRA Arbitrator Series 65 (retired) Series 24 (retired) Series 7 (retired)


  • Executive Advisory Committee St. John's University Graduate School of Accounting and Taxation
  • New York Athletic Club - Member and Past President


  • Webinars Topics: Risk Management; Treasury Management; Risk Metrics; Fiduciary Risk Management; CAMELS/CCAR/CLAR; Model Risk Management; Investment Performance; Currency Risk Management; Corporate Governance; Investor/Investment Manager Relationship

Military service

  • US Army - 5 Years (active and reserves)

Prior assignments

  • Arbitrator - Various FINRA cases
  • Developer and Primary Presenter - Thai Banker Risk Management Symposium (Bangkok)
  • Consultant - Development of Charters for Board of Directors sub committees
  • Consultant - Foreign bank ROCA regulation
  • Consultant - Foreign Bank Liquidity and Asset/Liability Management
  • Consultant - Presentation on Risk Metrics
  • Consultant - Presentation on Corporate Risk Management Case Studies
  • Consultant - Develop education material on risks associated with Project Finance and Real Estate Lending
  • Expert Witness - Fiduciary roles and responsibilities of senior corporate officers
  • Expert Witness - Foreign exchange service provider trading and execution duties

More Information

Listed in the Following States

Greenwich Risk Management Advisory Services LLC is listed with ExpertPages in the following jurisdictions: Alabama, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Maine, Maryland, Massachusetts, Mississippi, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Vermont, Virginia, West Virginia, Puerto Rico & USVI