Marisa Viterbo

Strategic Consultant at GeoWealth

Role: Strategic Consultant at GeoWealth
Location: Scottsdale, AZ, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Marisa Viterbo

Experienced Advisor Consultant with a demonstrated history of working in the financial…

Experience

Strategic Consultant
GeoWealth
Mar 2024 — Present
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. Go to GeoWealth.com to get in touch to learn more or schedule a live demo of our technology suite.

Contact information

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Work email
m••••••••@geowealth.com
Personal email
•••••@•••••.com
Direct dial
+14•••••••27

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Current company

GeoWealth

Financial Services · 144 employees · Founded 2010 · Chicago, Illinois, United States

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 Policies & Terms here: https://geowealth.com/policies/

geowealth.com

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