EVP, Chief Product Officer
EVP and Chief Product Officer at GeoWealth, Clifford Schoeman 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 Solution 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.