As Chief Investment Officer at GeoWealth, Ivo oversees all aspects of the portfolio management process. Ivo specializes in designing strategic asset allocation models and strategies.
Prior to joining GeoWealth, Ivo was a Director at TD Ameritrade and the Chief Portfolio Manager for Amerivest (over $3B in AUM). Ivo has also served 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 in 1995, and an MBA from Thunderbird – The Gavin School of International Management in 1997. He also obtained the CFA designation in 2001 and his CIPM designation in 2017.LinkedIn