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 and manages portfolios in the large cap equity asset class. Prior to founding Granite in 2009, Mr. Edelstein was Principal, Managing Director and Portfolio Manager of Transamerica Investment Management, LLC (TIM), which he joined in 2005 when it acquired Westcap Investors, LLC. While at TIM, he managed and serviced institutional and private client separate accounts, as well as mutual funds, in the Large Growth Equity and Large Value strategies. Mr. Edelstein co-founded Westcap in 1992 and over the ensuing 14 years, was essential to managing its growth to over $3 billion in assets under management. 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. He is a member of the Board of Directors of EMQ-Hollygrove Home for Children, having previously served as Chairman 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 25 years of investment industry experience.