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Guidelines For Presenting GeoWealth On Your Website:

We are glad to have GeoWealth presented as part of your team on your website—that’s how we view ourselves—but we have developed guidelines to follow.

Our goal in developing these guidelines has been to avoid any situations where information about GeoWealth or its team members might be presented in a way that is confusing or misleading to the public. We would also like to avoid any suggestion that members of the public or clients of the advisory firm can or should contact GeoWealth team members directly. The guidelines are as follows:

We ask that advisors inform us and allow us to review and approve any references to GeoWealth or GeoWealth team members before they are included on an advisor’s website. You can send information to connect@geowealth.com.

All references to GeoWealth should make clear, both in terms of specific language and context, that it is an independent firm that provides services to the advisory firm. Phrases like “We work with GeoWealth to provide investment management services to our clients,” or “GeoWealth is a partner firm of XYZ Advisory” are fine.

Including pictures and bios of GeoWealth Investment Committee members is permissible, if it is clear that GeoWealth is an independent firm and its Investment Committee members are not employees of the advisory firm. Pictures and bios are available below.

QUESTIONS? Contact us at connect@geowealth.com.

The GeoWealth Investment Committee:

GeoWealth believes that excellence in an investment management firm begins with its people. Investment professionals should be knowledgeable, experienced, and well- credentialed. We are committed to training a strong bench of junior talent and structured to promote objectivity and debate.

Our investment team is highly qualified and comprised of members with diverse backgrounds. We have a combined experience of over 130 years and an average of 15 years industry experience. The team holds two CFAs, two Master’s in Mathematics, a Master’s in Finance, and one MBA.

The investment committee meets formally on a quarterly basis and has monthly communication. Its members interact informally and work on projects together between meetings. The committee votes on decisions affecting the composition of, and changes in, our portfolios.

Clifford Schoeman – EVP, Chief Product Officer

EVP and Chief Product Officer at GeoWealth, Clifford drives both the product strategy and execution of all new platform features and capabilities. He is also responsible for the products and services provided by the Investment Solutions team. Clifford has over 18 years of extensive experience in a broad range of skills and roles covering wealth technology, portfolio management and advisory solutions. Combining both Product Management and Investment Solutions under a single management role allows GeoWealth to deliver investment and portfolio management solutions seamlessly to our platform.

Prior to joining GeoWealth in 2023, Clifford served multiple senior roles in both a product and investment capacity including Head of Digital Wealth (SigFig) and Head of Portfolio Services at intelliflo (Invesco subsidiary). Clifford joined Invesco in 2016 as part of the acquisition of Jemstep where he was a founding employee since its inception in 2008. He received a post-graduate honor degree in Economics from the University of Cape Town.

Scott MacKillop, JD – Strategic Advisor

Prior to joining GeoWealth, Mr. MacKillop was the founder and CEO of First Ascent, where he served on the firm’s investment committee, developed ideas for better serving financial advisors and their clients, and guided the process of turning those ideas into reality. Mr. MacKillop brings the unique experience of having served as leader of five firms that provided outsourced portfolio management services to financial advisors. He started his career as an attorney in Washington, DC practicing securities and ERISA law.

Mr. MacKillop received his BA from Stanford University and his JD (with honors) from George Washington University. He is an Ambassador for the Institute for the Fiduciary Standard and an award-winning author who has written over 200 articles and papers on topics of interest to financial advisors. He also holds a Series 65 designation.

Jennifer Wing, MBA – SVP, Head of Investment Solutions Team

Ms. Wing is the Head of Investment Solutions at GeoWealth. She is responsible for delivering on the broad range of investment needs of our clients, ensuring our platform offers access, flexibility, and investment expertise.

In this role, Jen draws from 15 years’ experience at J.P. Morgan in various positions in wealth management– from investment manager due diligence to digital product, strategy, operations, and sales.

Ms. Wing received her MBA (Masters in Business Administration) from The Wharton School at University of Pennsylvania. She received her BS in Finance from The Smeal College of Business at The Pennsylvania State University. She also holds a Series 65 designation. She is based in Greenwich, Connecticut with her family.

Patrick Krulik, CFA – CIO and Chairman of Investment Committee

Mr. Krulik is Chief Investment Officer of GeoWealth and Chairman of its Investment Committee. He is responsible for the management of GeoWealth’s investment department, its portfolios, its research activities, and its investment committee. He has nearly 20 years of experience.

Prior to joining GeoWealth, Mr. Krulik was a founding member of First Ascent Asset Management.
Before that he served in positions of increasing responsibility at Envestnet where he was involved in discretionary portfolio management, development of asset allocation strategies, manager due diligence and selection, new product design, and advisor consulting.

Mr. Krulik received his BSBA (Bachelor of Science in Business Administration) with an emphasis in Finance from the University of Colorado. He is a CFA® charterholder.

Ivo Ivanov, CFA & CIPM – SVP, Head of Investment Research

Since joining GeoWealth in 2011, Ivo supports our investment program through data analytics and quantitative research and supports further integration of the Investment Solutions business into the platform.

Prior experiences include: serving as a Director at TD Ameritrade; as the Chief Portfolio Manager for Amerivest; as Vice President and Director of Research at Bear Stearns Asset Management; and as a Portfolio Manager and Director of Research at O’Shaughnessy Capital Management/Netfolio.

Ivo received a B.S. in Economics from Sofia, Bulgaria, an M.S. in Mathematics and Statistics from Southern Illinois University, and an MBA from Thunderbird -The Gavin School of International Management. He also holds both the Chartered Financial Analyst® (CFA) and the Certificate in Investment Performance Measurement® (CIPM) designations.

Stoyan Iliev – Investment Research Associate

Stoyan participates in the activities of the investment solutions team, focusing on investment data and analytics.

Before joining GeoWealth, Stoyan gained valuable insights through diverse roles. He began his career at the Statistics Department of the central bank in Bulgaria. Following this, he took on the role of a senior financial analyst at the Treasury department of Raiffeisenbank Bulgaria, where he further deepened his understanding of financial markets and instruments. Stoyan later expanded his expertise while working in the Management Reporting unit at TBI Bank Bulgaria, gaining insights into the intricacies of financial reporting and analysis.

Stoyan holds a Master’s degree in International Finance from the University of National and World Economy in Sofia, Bulgaria. Additionally, he earned M.Sc. in Applied Mathematics from Sofia University.

Charles Staples – Investment Solutions Manager

Charles began his career in the financial services industry working as a Trade Analyst and Portfolio Administrator for First Wave Financial. Charles then moved to GYL Financial Synergies, serving as a Lead Trade Analyst and Portfolio Administrator. In these roles, Charles rebalanced, reviewed, and executed all trades for institutional and private clientele. He explored investment opportunities, current market conditions, and performed research for optimal results. He also coordinated with the advisor team to execute complex analytical projects.

Charles received a BS degree from the University of Central Florida. He also holds a Series 65 certification.

Josh Smith – Portfolio Manager Associate

Josh brings a depth of experience, having worked with several leading Michigan based RIAs. His roles have involved many facets of the investment management industry, including research, due diligence, trading, and portfolio management.

Josh holds a Bachelor’s of Business Administration from Western Michigan University, and a Master’s of Science in Finance from Wayne State University.

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