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Since joining GeoWealth in 2011, Ivo oversees all aspects of the portfolio management process and specializes in designing strategic asset allocation models and strategies.

Prior experiences include: serving as a Director at TD Ameritrade; as the Chief Portfolio Manager for Amerivest; 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. Ivo received a B.S. in Economics from Sofia, Bulgaria, an M.S. in Mathematics and Statistics from Southern Illinois University, and an MBA from Thunderbird – The Gavin School of International Management. He also holds both the Chartered Financial Analyst (CFA) and the Certificate in Investment Performance Measurement (CIPM) designations.