Ivo Vassilev Ivanov
Chief Investment Officer at GeoWealth Management LLC
Profile
Mr. Ivo V.
Ivanov, CFA MBA, is a Senior Vice President & Chief Investment Officer at GeoWealth Management LLC.
He oversees all aspects of the portfolio management process.
Ivo specializes in designing strategic asset allocation models and strategies.
Prior to joining GeoWealth,he was a Director at TD Ameritrade and the Chief Portfolio Manager for Amerivest.
He 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.
He 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.
Ivo Vassilev Ivanov active positions
| Companies | Position | Start |
|---|---|---|
GeoWealth Management LLC
 GeoWealth Management LLC Investment ManagersFinance GeoWealth Management LLC (GeoWealth) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 2004, GeoWealth operates a Turnkey Asset Management Platform (TAMP) and provides digital advisory tools that investment advisors rely on for managing their client accounts. | Chief Investment Officer | 01/01/2011 |
Former positions of Ivo Vassilev Ivanov
| Companies | Position | End |
|---|---|---|
| Netfolio, Inc. | Corporate Officer/Principal | - |
Bear Stearns Asset Management, Inc.
 Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Corporate Officer/Principal | - |
Training of Ivo Vassilev Ivanov
| University of Sofia | Undergraduate Degree |
| Southern Illinois University | Graduate Degree |
| Thunderbird School of Global Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
GeoWealth Management LLC
GeoWealth Management LLC Investment ManagersFinance GeoWealth Management LLC (GeoWealth) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 2004, GeoWealth operates a Turnkey Asset Management Platform (TAMP) and provides digital advisory tools that investment advisors rely on for managing their client accounts. | Finance |
Bear Stearns Asset Management, Inc.
Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Finance |
| Netfolio, Inc. | Technology Services |
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