Our Team

Leadership

Measuring success by our clients’ growth, GeoWealth is led by a talented and experienced team of experts in technology, investment design, operations, and wealth management strategy. Our focus is on delivering the latest and most innovative solutions for advisors’ long-term success.

Sales, Operations, and Advisor Services

Flawless execution and implementation are the hallmarks of our offering. With a Chicago base, and a national footprint, GeoWealth has assembled a rising-star roster of wealth management back office and service talent.