Geil Thompson is a financial services professional specializing in portfolio administration, trading operations, and performance reporting for high-net-worth clients. At Joseph Wealth Management and Joseph Eden Capital, she works closely with the Chief Investment Officer and Senior Director of Business Development to support investment strategy execution, monitor fund performance, and generate customized portfolio reports. Her responsibilities include trade execution, sector and product research, and the oversight of investment communications to ensure accuracy and alignment with client objectives. Geil plays a key role in helping deliver seamless, data-driven portfolio solutions tailored to the needs of sophisticated investors and family offices.