Meet The Team

Alexis Rivera GeoWealth

Blaise Santiago

VP, Business Development

Northwest Region

Blaise leads the sales & distribution efforts in the Northwest region, focusing on building new relationships in the territory. In addition to working with existing relationships to help build great practices, Blaise also works with “breakaway advisors” from the warehouse and IBD channel in setting up new RIA’s partnering with GeoWealth.

Blaise has over 20 years of experience in financial services, with over 15 years in the TAMP space. Prior to joining GeoWealth in 2021, he served as the Regional Vice President with Orion Portfolio Solutions for 7 years, leveraging his experience in investment management, relationship management, practice management, and behavioral finance. Blaise has a passion for teaming with advisors and is inspired to help people to do the things that inspire themselves.

Born just outside of Boston, he is a big New England sports fan, even while living in San Francisco, CA with his wife. Outside of work, Blaise enjoys his time supporting and growing the foundation he and his wife started after they lost their son to Spinal Muscular Atrophy (SMA) after just 55 days of life. The Live Rhys Strong Foundation was started in 2013. Blaise is focused on making every day count!

 

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