GeoWealth
Evan Lieberman is an experienced professional who has held various finance and compliance roles at GeoWealth and Zuckerman Investment Group. At Zuckerman Investment Group, Evan managed financial reporting processes, oversaw tax returns, and implemented compliance programs. With a background in audit and accounting from Deloitte, Evan has a strong understanding of financial systems and reporting tools. Evan holds a MAcc in Accounting and Finance from the University of Michigan and a BBA in Accounting, Business Information Technology, and Finance.
GeoWealth
GeoWealth is a financial technology and turnkey asset management platform (TAMP) for investment advisors & institutional investors. GeoWealth maximize bottom line & efficiency.