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Marisa Viterbo
Strategic Consultant at Geowealth
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Work Experience
Strategic Consultant
Mar 2024 - Present · 9 months
Advisor Consultant
Jan 2022 - Mar 2024 · 2 years and 2 months
Simplicity Scottsdale
Advisor Development Consultant
Apr 2019 - Jan 2022 · 2 years and 9 months
Company Details
51-200 Employees
GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs). We are an award-winning provider of wealth management technology; combining a comprehensive and fully-integrated advisor tech suite with best-in-class investment solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all the essential needs of investment advisors 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. DISCLOSURE: Content posted to the GeoWealth LinkedIn account is intended for general information and educational purposes only. Any comments posted in response to content that is published by GeoWealth on LinkedIn are not to be construed as an endorsement or testimonial of any product or service. We do not compensate people to provide endorsements or testimonials. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated firm does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the firm or by any client nor are they representative of any one client’s evaluation. Content posted here is intended for investment professionals. Content posted is not investment advice and is for informational purposes only. It is not intended as nor is it an offer, or solicitation of any offer to buy or sell any security, investment or product. View our Privacy Policy here: https://geowealth.com/website-privacy-policy/.
Year Founded
2010
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
444 N. Michigan Suite 3150 Chicago, IL 60611, US
Keywords
Financial Technology & ServicesPortfolio Construction & ManagementInvestment StrategiesBack Office
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