GeoWealth
Peter is focused on mapping new accounts to the GeoWealth platform as well as assisting with trading and cashiering requests.
Before joining GeoWealth in 2017, Peter spent over 10 years with Envestnet Asset Management. His experience there included roles in operations, quality control and client service.
Peter graduated from the University of Illinois at Urbana-Champaign with a B.A. in Economics.
GeoWealth
GeoWealth is a financial technology and turnkey asset management platform (TAMP) for investment advisors & institutional investors. GeoWealth maximize bottom line & efficiency.