GEOWEALTH MANAGEMENT LLC

GEOWEALTH MANAGEMENT LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 148222). Regulatory assets under management: $17.6B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pooled vehicles, Corporations.

Officers, owners & control persons (16)

NameRoleLocation
John M HannahPRESIDENT, CHIEF OPERATING OFFICER
Colin James FallsCEO; CHIEF EXECUTIVE OFFICER
Evan Cory LiebermanSENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER
Bethany L RiesenbergSENIOR VICE PRESIDENT, FINANCE
HANNAH JILL MCHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER; PRESIDENT, CHIEF OPERATING OFFICER
RUTHVEN COLINCHIEF TECHNOLOGY OFFICER; CHIEF TECHNOLOGY OFFICER, CHIEF COMPLIANCE OFFICER
O'SHAUGHNESSY GERALD ECHAIRMAN; CHIEF EXECUTIVE OFFICER
HRISTOV DIMITARMANAGING DIRECTOR; PORTFOLIO MANAGER
IVANOV IVO VASSILEVCHIEF INVESTMENT OFFICER
KERR TROY DAVIDCHIEF COMPLIANCE OFFICER
O'SHAUGHNESSY MICHAELPRESIDENT
GILBERT RICHARD EARLMEMBER
LIEBERMAN EVAN CORYSENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER
FALLS COLIN JAMESCEO; DIRECTOR OF BUSINESS DEVELOPMENT; MANAGING DIRECTOR (+1 more)
Riesenberg Bethany LSENIOR VICE PRESIDENT, FINANCE
Bethany L. RiesenbergSENIOR VICE PRESIDENT, FINANCE; SENIOR VICE PRESIDENT, FINANCE AND HR

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