GeoWealth

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GeoWealth is a financial technology and turnkey asset management platform (TAMP) for investment advisors & institutional investors. GeoWealth maximize bottom line & efficiency.

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Colin Falls
President

Colin Falls

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Jack Hannah
EVP, COO
Jen Wing
SVP, Head of Asset Management
Dimitar Hristov
SVP, Product & Innovation
Ivo Ivanov
SVP, Chief Investment Officer
Evan Lieberman
Svp, Head Of Operations And CCO
Brendan Falls
SVP, Strategic Growth
Jenna Peterson
SVP, Relationship Manager
Brook Campbell
VP, Relationship Manager
Eric Barr
VP, Business Development
Katie Bomher
Svp, Head Of Marketing
Alex Stewart
VP, Head of Trading
Amy Arnold
VP, Client Service
Bridget Ward
VP, Compliance Specialist
David Kjellman
VP, Senior Trader