Our Team

Ivo Ivanov, CFA | Chief Investment Officer GeoWealth Our Team

Ivo Ivanov

SVP, Chief Investment Officer

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.


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