Experience

GeoWealth

• United States
• Financial Services
• 1 - 100 Employee

• Chief Operating Officer

  • Jun 2019 - Present

  Chicago, IL GeoWealth is a leading provider of wealth management technology; combining a comprehensive and fully-integrated platform with best-in-class portfolio solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all the essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. Headquartered in Chicago, GeoWealth was built by a seasoned team of professionals with… Show more GeoWealth is a leading provider of wealth management technology; combining a comprehensive and fully-integrated platform with best-in-class portfolio solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all the essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. Headquartered in Chicago, GeoWealth was built by a seasoned team of professionals with intricate knowledge of all stages of the wealth management lifecycle. Get in touch to learn more or schedule a live demo of our technology suite.

• Managing Director/Chief Compliance Officer

  • Jan 2017 - Jun 2019

  Chicago, IL Area

• Director Of Business Development/Chief Compliance Officer

  • Sep 2013 - Dec 2016

  Chicago, IL



Kansas Capital Holdings

• Operations

  • Jun 2012 - Sep 2013

  Kansas City, Missouri Area Managed and evaluated current and potential portfolio companies for family office private equity fund.



Frontier Wealth Management

• Director of Operations

  • May 2010 - May 2012

  Kansas City, Missouri Area Director of operations for a Registered Investment Advisor (RIA). Worked with back office and sales teams to efficiently service and grow client base. Managed subscriptions, transactions, and distributions for alternative investments. Supported investment management team by working with and evaluating third-party investment managers, trading client accounts, and daily firm reconciliation.

• Operations Analyst

  • Jun 2008 - May 2010

  Kansas City, Missouri Area Operations analyst for a Registered Investment Advisor (RIA). Worked with back office team to facilitate general firm operations. Managed portfolio management software (PortfolioCenter), traded public equity strategies for client accounts, and supported operations for alternative investment group.



Five Elms Capital

• United States
• Financial Services
• 1 - 100 Employee

• Analyst

  • May 2007 - Aug 2007