Meet Our Team
Our team has the experience and expertise to help take your practice to the next level. We look forward to helping you utilize and leverage our technology to grow your business and provide your clients with a sophisticated and modern solution.
President & CEO
As President & CEO, 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.
EVP, Chief Operating Officer
As COO, Jack oversees the Operations and Compliance 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.
Brendan Falls, CFP
SVP, Strategic Growth
Brendan helps to create and execute the commercial strategies of the firm. This includes developing new enterprise clients, evaluating strategic partnerships, creating brand and product messaging, and driving better marketing and sales integrations.
Scott Silverman, CIMA
SVP, Head of Distribution
Scott leads GeoWealth’s distribution efforts, focusing primarily on direct-to-advisor and key account relationships. He also manages the Regional Business Development Representatives.
VP, Business Developement – East
T.J. leads sales and distribution efforts in the Eastern half of the U.S., focusing primarily on direct to advisor and key account relationships. He is based in Maine and serves advisors throughout the eastern territory.
Business Developement – West
Lauren leads sales and distribution efforts in the Western half of the U.S, focusing primarily on direct to advisor and key account relationships. She is based in Chicago and serves advisors in the western territory.
JOIN OUR TEAM
Become a member of a growing, dynamic team of professionals and make an impact on the future of the financial services industry. See all open positions: