Meet The Team - GeoWealth

Chris Daly

SVP, Chief Digital Officer

Chris leads GeoWealth’s efforts to have a best-in-class, user-focused digital wealth management experience for firms, advisors, and clients. He oversees all aspects of the visual and user experience design of the platform in addition to leading the digital product management team. Chris drives the development roadmap with the aim of continuous platform improvement, innovation, and user success.

Chris’ career has spanned 20 years, covering UX, product design, strategy, and execution. He’s led UX and product design efforts for leading global financial services firms such as J.P. Morgan Chase, Northern Trust Bank, Bank of America Merrill Lynch, American Express, Visa, MasterCard, Bloomberg, AXA Financial, Citibank, CIBC, CIT, and Chartis/AIG. He has also led digital product initiatives for global brands like Sotheby’s, Emirates Airlines, Dubai Tourism, Avis Rental Cars, and the New York Jets.

Chris is a graduate of New York University’s innovative Interactive Telecommunications Master’s Program. Outside the office, you’ll find Chris helping his sons’ hone their lacrosse skills, diving deep into Game of Thrones fan theories, and plotting strategies to maximize his travel loyalty points.

Colin Ruthven

SVP, Chief Technology Officer

Colin leads GeoWealth’s software development team in addition to closely working with the Product team on platform direction. He has more than thirty years of international experience developing business systems across a broad variety of industries.

Prior to joining GeoWealth in 2004, Colin was Director of Development Services at Barclays Capital. Colin served as the lead technologist responsible for design and construction of Smith Barney’s award winning “Access” research and trading platform. Colin has also consulted independently, developing business intelligence systems in investment banking, retail banking, consumer packaged goods, brokerage, insurance, and media. Additionally, Colin was Senior Consultant at business intelligence pioneer Metaphor Computer Systems and managed a nationwide team. He has a Bachelor of Science degree in Computer Science from the University of Sydney in Sydney, Australia.

Dimitar Hristov

SVP, Product & Innovation

Dimitar is actively involved in investment and platform product development and the firm’s strategy for product expansion and enhancements. He is continuously identifying and monitoring industry trends and business opportunities.

Dimitar has more than 15 years of financial services experience, having worked as a Portfolio Manager at O’Shaughnessy Capital Management, a quantitative asset management firm in Greenwich, Connecticut. He’s also served as an Associate Portfolio Manager at First Princeton Asset Management in Princeton, New Jersey. Prior to then, Dimitar served as an Analyst at Merrill Lynch in New York as part of their Latin America Investment Strategy team. Dimitar graduated from Rutgers University Business School in 1999, majoring in Finance with a Math minor.

Outside the office, Dimitar likes traveling, skiing, theater and gourmet cuisine.

Ivo Ivanov

SVP, Chief Investment Officer

Since joining GeoWealth in 2011, Ivo oversees all aspects of the portfolio management process and specializes in designing strategic asset allocation models and strategies.

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.

Outside the office, Ivo enjoys the outdoors and is an ardent skier and scuba diver.

Ross Ringer

VP, Platform Product Manager

Since joining GeoWealth in 2012, Ross has worked across virtually all phases of the platform and business. Starting in operations and moving on to trading, prospecting, client service, and client onboarding, Ross’s diverse set of experiences give him a unique understanding of the platform and client needs. As Product Manager, he leverages these experiences to continue designing and overseeing the development of new functionality to meet the everchanging needs of our clients.

Prior to joining GeoWealth, Ross attended the University of Kansas where he earned a B.G.S. in Political Science with a minor in Business. Outside of work, Ross enjoys doing anything outdoors and active, having competed in Ironman 70.3 events.

Nikolay Ivanchev

SVP, Head of Engineering

Nikolay is responsible for leading the day-to-day development in the firm and participates in the system architecture of the GeoWealth wealth management platform.

Nikolay has more than 15 years of experience in building enterprise applications across various industries including finance, banking, pharmaceuticals, and PR/communications. Prior to joining GeoWealth in 2009, Nikolay served as the CTO of Icygen Ltd for seven years, during which time he spearheaded the development of various critical business applications in both Europe and the U.S.

Nikolay attended the University of National and International Economy in Sofia, Bulgaria and has authored of twelve books in the field of Computer Science. Outside the office, Nikolay likes to collect computers and play retro video games.

Janet Vermillion

VP, Product Manager

Janet is the lead Product Manager for GeoWealth’s Advisor and Client-facing Portals. She is responsible for driving new feature enhancements to meet the evolving needs of our clients and improve the overall user experience. She participates in all aspects of the development lifecycle to ensure a seamless rollout of new functionality, and serves as a subject matter expert on the technology.

Prior to joining GeoWealth in 2020, Janet spent over 6 years at Envestnet, where she held roles on both the Product Management and Platform Configuration teams. Janet graduated from Furman University in Greenville, South Carolina with a B.A. in Economics. Outside of work, Janet enjoys traveling, as well as taking advantage of all of the restaurants, festivals, concerts and sporting events that Chicago has to offer.

Scott Silverman, CIMA®

SVP, Head of Distribution

Scott leads sales and distribution efforts in the Southwestern region of the United States, focusing primarily on direct to advisor and key account relationships.

Prior to joining GeoWealth in 2019, Scott was a VP with State Street Global Advisors and the SPDR Family of ETFs. Scott joined State Street in 2015 and held various positions within the firm’s intermediary distribution business, working closely with large ETF strategists, national RIAs, and TAMPS.

Scott also served as SVP of Business Development for Innealta Capital, a prominent ETF strategist firm. Scott joined Innealta in 2009 and initiated the firm’s distribution capabilities across multiple channels, having built a dedicated sales team with a national scope. Before joining Innealta, Scott was a Regional Director at William Blair & Co.

Scott earned a B.S. in Business and Public Administration from the University of Arizona in Tucson. He is also a holder of the Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business and the Investment Management and Consultants Association.

Scott lives in sunny California with his wife and two boys.

T.J. Gardner

SVP, Business Development

T.J. leads sales and distribution efforts in the Eastern half of the United States, focusing primarily on direct to advisor and key account relationships.

T.J. joined GeoWealth in 2019 from JP Morgan Asset Management’s ETF strategic relationships team. T.J. spent the prior 8 years working in portfolio administration and ETF sales for State Street Global Advisor’s SPDE ETF division. T.J. graduated from The George Washington University School of Business with a B.A. in Marketing and Communication. He holds his series 7 and 63 licenses.

Outside of work, T.J. spends his time with his wife and daughter – as frequently as possible in Maine’s outdoors – and is an avid Boston sports fan.

Eric Barr

SVP, Business Development

Eric works closely with partner firms to support and grow relationships. He focuses on training and supporting advisory firms and their underlying producers.

Prior to joining GeoWealth in 2016, Eric developed a deep background in multiple facets of the financial services industry. Prior experiences include serving as a principal at Eternity Capital where he consulted on and helped launch two TAMP platforms for large financial institutions; starting his own third-party marketing firm that sourced and distributed niche money managers to large institutions; heading national distribution for GlobalBridge, a leading edge UMA provider; serving as a member of the advisor service team at Janus Funds; and running territory client acquisition for AIG VALIC. Eric received his B.A. from Colorado State University. He holds his Series 65 license.

Outside the office, Eric likes to spend his time with his wife and two boys. Eric enjoys skiing, hiking, biking, fly-fishing and watching his boys grow.

Brendan Falls, CFP®

SVP, Business Development, Marketing Strategy

Brendan leads sales and distribution efforts in the Central Midwest and Pacific Northwest regions of the United States, focusing primarily on direct to advisor and key account relationships. In addition to working with existing firms and advisors, Brendan also works with “Breakaway Advisors” from the wirehouse and IBD channel to set up new RIAs supported by GeoWealth.

Prior to joining GeoWealth in 2017, Brendan was a Wealth Advisor for Frontier Wealth Management, a Midwest-based Registered Investment Advisor. In his three years at Frontier, Brendan served as an advisor to individuals and small businesses concerning their investment and general financial planning needs.

Brendan is an MBA candidate at the Kellogg School of Management at Northwestern University. Additionally, Brendan is CFP® certificant and graduate of Lawrence University with a BA in History. While at Lawrence, Brendan was a four year letter winner in basketball

Jenna Peterson

SVP, Relationship Manager

Jenna provides support to GeoWealth’s existing clients and is actively involved in the implementation of new clients to the GeoWealth platform. In addition, Jenna participates in various business development initiatives including sales and platform enhancements.

Prior to joining GeoWealth in 2018, Jenna spent over five years at Envestnet. In her most recent role there, she acted as a consultant to RIAs. Jenna graduated from Loyola University Chicago with B.A. degrees in Economics and in International Studies. Outside of work, Jenna enjoys playing competitive ultimate frisbee and traveling.

Brook Campbell

VP, Relationship Manager

Brook services GeoWealth’s existing clients and is actively involved in the onboarding and implementation of new clients to the platform. She also supports the education and training of advisors using the GeoWealth platform.

Brook spent much of her life in athletics until making the move to the corporate world in 2016. She spent part of 2016 on the institutional client service desk at Goldman Sachs before moving into a technology sales role within the staffing industry.

Brook earned her B.A. in Sociology from the University of Notre Dame, where she also played tennis and earned All-American honors. She now lives in the Kansas City area with her husband.

Josh Hagar

VP, Co-Head of Operations

As Co-Head of Operations, Josh oversees the teams responsible for middle and back office functions, which include trading, aggregation, billing, and reporting services for the firm’s advisory clients. Josh and his teams also provide onboarding, training, and ongoing consulting services on platform navigation and functionality with the goal of helping clients most efficiently operate their business. He holds the Series 65 Uniform Investment Advisory License.

Josh graduated from the University of Notre Dame’s Mendoza College of Business with a B.B.A in Information Technology Management. After receiving multiple all-ACC honors during his tenure as captain of the Notre Dame tennis team, Josh played on the ITF and ATP professional circuits prior to joining GeoWealth.

Outside of the office, Josh enjoys traveling, reading, playing golf, and exploring Chicago’s food and culture scene. Josh also works with college-bound tennis players in the Chicago area.

Lauren Klein

Business Development Associate

Lauren supports GeoWealth’s nationwide sales and distribution efforts, focusing primarily on direct-to-advisor and key account relationships.

Prior to joining GeoWealth in 2020, Lauren was a Sales Consultant at State Street Global Advisors and the SPDR Family of ETFs. Lauren joined State Street in 2017 and held various positions within the firm’s intermediary distribution business, working closely with large ETF strategists, national RIAs, and turnkey asset management platforms (TAMPs).

Lauren earned a B.S. in Finance and Marketing from Providence College where she also competed as a member of the Women’s Ice Hockey Team – serving as a captain her junior and senior seasons. Outside of work, Lauren is an avid Minnesota sports fan and enjoys traveling home to Minnesota to spend time at the lake with her family.

Justin Farmer

SVP, Co-Head of Operations

As the Co-Head of Operations, Justin oversees the team responsible for the day-to-day back office operations of the firm. He also leads the group responsible for providing support and solutions to advisory clients, with a focus on billing and reporting services. His team also provides training and ongoing consulting on platform navigation and functionality.

Prior to joining GeoWeath in 2014, Justin spent over 7 years at Envestnet, a provider of portfolio management tools and reporting solutions for financial advisors and institutions. In his most recent role there, he was an Associate VP of Advisor Services. Justin graduated from the University of Illinois at Urbana-Champaign College of Business with a B.S. in Finance. He holds the Series 65 Uniform Investment Advisory License.

Outside the office, Justin likes to travel with his wife and two children – Italy is their favorite destination. He also enjoys both playing and watching soccer.

Evan Lieberman

VP, Chief Compliance Officer

Evan is the Chief Compliance Officer for GeoWealth Management. Evan oversees all facets of our regulatory compliance program including policies and procedures, code of ethics, and SEC reporting.

Prior to joining GeoWealth in 2019, Evan served as the Chief Compliance Officer, Director of Finance, and IT Director for Zuckerman Investment Group, LLC, a Registered Investment Advisor. Additionally, he served as an auditor for Deloitte and Touche in their Hedge Fund, Mutual Fund and Private Equity practice.

Evan is a Certified Public Accountant. He graduated from the University of Michigan Ross School of Business with a Master’s Degree in Accounting and a Bachelor’s Degree in Business Administration. Outside of work, Evan enjoys training for marathons and exploring Chicago with his wife, daughter, and dog.

Alex Stewart

VP, Head of Trading

Alex handles model updates, oversees daily trading and works with the Investment Committee on due diligence and review of GeoWealth offerings.

Prior to joining GeoWealth, Alex spent over three years at Envestnet, a provider of portfolio management tools and reporting solutions for financial advisors and institutions. Alex graduated from the University of Nebraska-Lincoln College of Business Administration with a B.S.B. in Economics. He also obtained his Chartered Financial Analyst® (CFA) designation.

Outside the office, Alex enjoys relaxing at the lake with his wife. He regularly attends Cubs, White Sox, Blackhawks and Bulls games.

Amy Arnold

VP, Client Service

Since joining GeoWealth in 2014, Amy has been active in the day-to-day back office operations of the firm. She works on the team responsible for account aggregation, billing, and reporting. In addition, she enjoys providing support and solutions to advisory clients.

Amy graduated Northern Illinois University College of Business with a B.S. in Finance. Outside of work, Amy volunteers at her local church with adults and children. In her free time, she enjoys rock climbing, kayaking, and traveling.

Tim Arnold

Operations Analyst

Tim Arnold is a support member of the GeoWealth back office team. His primary role is providing advisors with billing services and solutions. Additionally, he is responsible for the day-to-day onboarding and maintenance of client accounts. Tim is a graduate of Clarks Summit University and holds the Series 65 Uniform Investment Advisory License.

Outside of work, Tim volunteers at his church to help children. Tim and his wife also enjoy participating in local triathlons and kayaking nearby lakes.

Ben Avis

VP, Operations

Ben plays an integral role within the advisor services group at GeoWealth. With over two decades of experience in trading and operations, Ben supports all functions for the proprietary solution.

Prior to joining GeoWealth, he oversaw all proprietary technology at Eternity Capital. Additionally, Ben spent 11 years at GlobalBridge, Inc., one of the early UMA providers in the advisory and bank trust markets where he served as Chief Operating Officer.

Ben earned his B.S. in Finance from Iowa State University. He remains loyal to his alma mater and can be found attending Cyclone football and basketball games in his free time. He now resides in the Kansas City area with his wife and three children.

Katrine Harris

Operations Analyst

Katrine is an active member of the GeoWealth back office team, supporting daily operations and ad hoc projects. She plays an integral role in the onboarding and maintenance of client accounts at the various custodians integrated with GeoWealth. Katrine also works with the daily reconciliation of all trading accounts.

Prior to joining GeoWealth, Katrine served as a Brokerage Operations Analyst at Henderson Global Investors (now Janus Henderson Investors). Katrine graduated from Purdue University Northwest with a B.S. in Accounting and Finance. In the past, she has held the Series 6 and 63 licenses.

Outside of the office, Kat enjoys going to baseball games, taking road trips, and learning new hobbies.

Michelle Grand

Office Administrator

As GeoWealth’s Office Administrator, Michelle is responsible for management of our Chicago office and administrative duties spanning Human Resources, Compliance, and more.

Michelle brings over nine years of experience to her position. Prior to joining GeoWealth, she has held various management and administrative positions in the healthcare and non-profit sectors, as well as industrial real estate, including Rush University Medical Center, OneGoal, and Clear Height Properties.

Michelle holds a B.A. degree in Psychology from The University of Iowa. Outside of work, Michelle enjoys yoga, reading, traveling, and exploring the Chicago lake path in the summer.

Shelby Kueser

Client Service Associate

Shelby is a member of GeoWealth’s Client Service team and provides support and solutions for GeoWealth’s advisory clients. She manages client communications on service and platform related matters.

Prior to joining GeoWealth, Shelby worked as VP of Operations at MegMade Inc. Her primary role was in client relations and onboarding, as well as back office management. Shelby attended the University of Kansas, where she graduated with a B.A. in Marketing.

Outside of work, Shelby likes to bake and read. In her free time, she enjoys hiking, sporting events, and trips to Disneyland.

Peter Macioch

VP, Operations

Peter is focused on mapping new accounts to the GeoWealth platform as well as assisting with trading and cashiering requests.

Before joining GeoWealth in 2017, Peter spent over 10 years with Envestnet Asset Management. His experience there included roles in operations, quality control and client service.

Peter graduated from the University of Illinois at Urbana-Champaign with a B.A. in Economics. Outside the office, Peter likes to bike, watch soccer and build LEGOs with his 2 children.

Luke Harangody

Operations Analyst

Luke is involved in the day-to-day operations of GeoWealth’s trading team, while also assisting in other various middle-office activities such as model updates.

Luke graduated from The University of Notre Dame’s College of Arts and Letters with a B.A. in American Studies. While serving as the captain of the Notre Dame’s Men’s Basketball team, Luke was named Big East Conference Player of the Year and a three-time AP All-American. Prior to joining GeoWealth, Luke enjoyed a ten-year professional basketball career taking him from the NBA to Europe.

Outside of the office, Luke enjoys spending time with his wife and family and exploring all that the city of Chicago has to offer.

Brigid McCormack

Sr. Operations Analyst

Since joining the GeoWealth team in 2017, Brigid has been active in the day-to-day back office operations of the firm and the support of our client relationships. She manages the daily processing and reconciliation of custodial files, as well as aids in the generation and analysis of quarterly performance reports.

Brigid graduated from the University of Illinois at Urbana-Champaign with a B.S. in Finance. Before graduating, she held an internship with The Mather Group, a wealth management firm and fiduciary where she focused on generating new leads and supporting the production of comprehensive retirement plans.

Outside of the office, Brigid enjoys supporting her local hockey team, the Chicago Blackhawks. She also loves to travel and attend concerts.

Vishal Shah

Sr. Operations Analyst

As a Senior Operations Analyst, Vishal is responsible for managing model portfolio updates and processing trade requests in client accounts.

Prior to joining GeoWealth, Vishal was most recently an Onboarding Associate at Enfusion Systems, where he focused on Order Execution and Management System Training. Vishal has also specialized in trade settlement in prior roles at ABN Amro Clearing Chicago. Vishal graduated from The University of Iowa with degrees in Finance and Management.

Outside of work, Vishal enjoys watching sports and traveling.

Kevin Shaw

Operations Analyst

Kevin Shaw is an member of the GeoWealth back office team, focusing on the onboarding and maintenance of new accounts. Kevin is also involved in supporting the billing team and creating enhancements in the billing process.

Prior to joining GeoWealth, Kevin was an investment operations analyst at Dolan McEniry Capital Management, an investment management firm in Chicago. Kevin graduated from the University of Kansas with a B.S. in Finance.

Outside of work, Kevin enjoys outdoor activities and trying new restaurants.

David Kjellman

VP, Senior Trader

As Senior Trader, David is responsible for managing model portfolio updates and processing trade requests in client accounts.

Prior to joining GeoWealth, David spent 7 years at Envestnet as a Senior Trader on their Institutional Trade Desk. David graduated from North Park University with a B.S. in Finance. He currently holds Series 7, 55, and 63 licenses.

Outside of work, David likes to try to uncover hidden gems among the Chicago restaurant scene with his wife, wrestle with their 180 pound English Mastiff, and support his native Sweden in any and all competitions.

John Starnes

SVP, Business Development

John leads sales and distribution efforts in the Southeastern region of the United States, focusing on driving new relationships in the territory.

Prior to joining GeoWealth in 2021, John was a Regional Consultant with AssetMark. John joined AssetMark in 2013 and held various Consulting and Business Development positions within the firm focusing on RIAs, Hybrid RIAs and IBD Advisors. He worked closely with the firms and helped them make business decisions to increase scale and efficiency by focusing on solutions that freed their time, capacity, and growth constraints.

John also served as Regional VP for ICON Advisors. John joined ICON in 2005 and help expand the firm’s market share across the Wirehouse, IBD, RIA and Hybrid RIA channels. Before joining ICON, John was a Senior Marketing Consultant at Mutual Service Corporation.

John earned a B.A. in Business Management from Valdosta State University and lives in sunny South Florida with his two daughters.

Katie Bomher

VP, Marketing

Katie is responsible for planning and implementing GeoWealth’s marketing and communications efforts. She manages design and branding across printed and digital channels and guides strategic messaging.

Prior to joining GeoWealth in 2019, Katie was most recently Assistant Vice President of Marketing at GCM Grosvenor, an alternative investment management and advisory firm with over $50 billion in assets under management. She has also specialized in marketing and communications in prior roles with Jones Lang LaSalle and Merrill Lynch’s Private Banking & Investment Group. Katie graduated from DePaul University in Chicago with B.S. degrees in Real Estate Finance and Marketing with a Sales Leadership Concentration.

Outside of work, Katie enjoys going to concerts and exploring Chicago’s ever-growing restaurant scene.

Grant Pitcher

Operations Analyst

Grant is a member of the GeoWealth Trading team, where he focuses on model portfolio updates and trade processing in client accounts.

Before joining GeoWealth, Grant was an Order and Execution Management System specialist with Enfusion Systems, a fintech firm in Chicago that services institutional investors. Grant graduated from the University of Illinois with a B.S. in Finance.

Outside of work, Grant enjoys relaxing by the lake, traveling, and staying up to date on the Chicago Cubs and Bears.

Jack Hannah

Chief Operating Officer

As COO, Jack oversees the Operations, Compliance, and Sales & Marketing divisions of GeoWealth. Jack is also fully dedicated to GeoWealth’s strategic business initiatives, ensuring the platform’s capabilities evolve in line with the unique needs of our clients. With over 10 years in the financial services industry, Jack draws from a wide range of experiences in his role as COO for GeoWealth.

Prior to joining GeoWealth in 2013, Jack began his career in the back office of a Midwest-based Registered Investment Advisor, where he ultimately served as Director of Operations. In this role, he oversaw all trading, reconciliation, billing, and reporting. Jack graduated from the University of Kansas School of Business with a B.S.B. in Finance.

Based in the Kansas City area, Jack stays busy trying to keep up with his wife and three daughters. Whenever he gets the chance, he loves spending time in the great outdoors.

Colin Falls

President

As the President, Colin is responsible for leading GeoWealth’s international team of financial professionals and technologists. He focuses primarily on business strategy, organizational management, and platform product development. With over a decade of industry experience, Colin has an intimate understanding of both the technology and investment tools that power the GeoWealth platform.

Prior to joining GeoWealth in 2012, Colin served in various roles and departments – ranging across advisory and back office – at Frontier Wealth Management, a Kansas City based Registered Investment Advisor. He graduated from the University of Notre Dame’s Mendoza College of Business with a B.A. in Management and Entrepreneurship. As a captain of the Notre Dame Basketball team, Colin earned First Team All-Big East honors as a senior and finished his career with the most three-point field goals made in Notre Dame and Big East Conference history. Colin went on to play basketball professionally in Italy and the Czech Republic.

Colin is based in Chicago with his wife and three children. He spends most of his free time staying active, either on the lake, on the tennis court, or chasing his kids.

Meet Our Team

Leadership

Colin Falls

Jack Hannah

Product Team

Chris Daly

Colin Ruthven

Dimitar Hristov

Ivo Ivanov

Ross Ringer

Nikolay Ivanchev

Janet Vermillion

20+

Sales and Marketing

Scott Silverman

T.J. Gardner

Brendan Falls

John Starnes

Eric Barr

Jenna Peterson

Brook Campbell

Lauren Klein

Katie Bomher

Operations and Advisor Services

Justin Farmer

Josh Hagar

Evan Lieberman

Alex Stewart

Amy Arnold

Tim Arnold

Ben Avis

Michelle Grand

Luke Harangody

Katrine Harris

David Kjellman

Peter Macioch

Shelby Kueser

Brigid Mccormack

Grant Pitcher

Vishal Shah

Kevin Shaw

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