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.LinkedIn