Brendan Falls, CFP

SVP, Strategic Growth

As SVP of Strategic Growth at GeoWealth, Brendan helps to create and execute the commercial strategies of the firm. As part of this role, Brendan focuses on developing new enterprise clients, evaluating strategic partnerships, creating brand and product messaging, managing the marketing and content strategy, driving better marketing and sales integrations, and constantly evaluating the competitive landscape of the industry to drive his work. Additionally, Brendan personally manages a number of national strategic accounts for GeoWealth.

Prior to his current role, Brendan led the sales and distribution efforts in the Central region. He originally started at GeoWealth on the relationship management team in 2017. Before that, Brendan worked for a subsidiary of GeoWealth as an advisor.

Brendan has an MBA from the J.L. Kellogg School of Management at Northwestern University. He is a CFP® certificant and has a BA in History from Lawrence University, where he was a four-year letter winner in basketball. Brendan lives in Chicago with his wife Beth and three young sons.

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