GeoWealth
Walter Gengarelly is an experienced technology leader in the financial services sector, currently serving as Director of Technology at GeoWealth since April 2023. Previously, Walter held the same title at First Ascent Asset Management and founded Forward Financial Technology, delivering modern software solutions for financial advisors. Additionally, Walter has significant experience as a Principal Consultant at Effectible Technology and as Senior Vice President of Technology at Envestnet. Earlier roles include Director of Technology at Prima Capital and Portfolio Management Consultants, where Walter was instrumental in managing technology operations and software development. Walter earned a BS in Business Administration, focusing on Information Systems and Accounting, from the University of Colorado Boulder.
This person is not in any teams
This person is not in any offices
GeoWealth
GeoWealth is a financial technology and turnkey asset management platform (TAMP) for investment advisors & institutional investors. GeoWealth maximize bottom line & efficiency.