Jeffrey Geygan
Chairman at CLIMB GLOBAL SOLUTIONS, INC.
Net worth: 12 M $ as of 2024-03-30
Profile
Jeffrey R.
Geygan is the founder of Global Value Investment Corp.
(founded in 2007) and Global Value Investment Corp.
(Research) (founded in 2007), where he holds the title of President & Chief Executive Officer.
Currently, he is the Chairman at Climb Global Solutions, Inc. (since 2018), Rocky Mountain Chocolate Factory, Inc. (since 2021), and Director at Service Heat Treating Corp.
Additionally, he has held former positions as Vice President & Senior Portfolio Manager at UBS Financial Services, Inc. (2002-2007) and Vice President at Salomon Smith Barney, Inc. (1987-2002).
Mr. Geygan obtained his undergraduate degree from the University of Wisconsin in 1983.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2023-08-17 | 167,266 ( 3.66% ) | 12 M $ | 2024-03-30 | |
| 2024-02-19 | 44,745 ( 0.71% ) | 161 977 $ | 2024-03-30 |
Jeffrey Geygan active positions
| Companies | Position | Start |
|---|---|---|
| CLIMB GLOBAL SOLUTIONS, INC. | Chairman | 2018-05-10 |
| ROCKY MOUNTAIN CHOCOLATE FACTORY, INC. | Chairman | 2022-06-08 |
Global Value Investment Corp.
 Global Value Investment Corp. Investment ManagersFinance Global Value Investment Corp. (GVIC) is an independent registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2007 by Jeffrey Geygan. GVIC offers investment research and advisory services to a wide variety of clients. | Chief Executive Officer | 2007-07-31 |
| Global Value Investment Corp. (Research) | Chief Executive Officer | 2007-07-31 |
Service Heat Treating Corp.
 Service Heat Treating Corp. Metal FabricationProducer Manufacturing Service Heat Treating Corp. provides batch, vacuum, and nitrocarburizing heat treatment services. The private company is based in Milwaukee, WI. | Director/Board Member | - |
Former positions of Jeffrey Geygan
| Companies | Position | End |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 2007-07-31 |
| Salomon Smith Barney, Inc. | Corporate Officer/Principal | 2002-08-31 |
Training of Jeffrey Geygan
| University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| CLIMB GLOBAL SOLUTIONS, INC. | Distribution Services |
| ROCKY MOUNTAIN CHOCOLATE FACTORY, INC. | Consumer Non-Durables |
| Private companies | 5 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Global Value Investment Corp.
Global Value Investment Corp. Investment ManagersFinance Global Value Investment Corp. (GVIC) is an independent registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2007 by Jeffrey Geygan. GVIC offers investment research and advisory services to a wide variety of clients. | Finance |
| Salomon Smith Barney, Inc. | Finance |
Service Heat Treating Corp.
Service Heat Treating Corp. Metal FabricationProducer Manufacturing Service Heat Treating Corp. provides batch, vacuum, and nitrocarburizing heat treatment services. The private company is based in Milwaukee, WI. | Producer Manufacturing |
| Global Value Investment Corp. (Research) | Finance |
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