Managing Director, GeoWealth
As a Managing Director at GeoWealth, Dimitar oversees investment product development and is also responsible for the overall business strategy of the firm, finding and establishing partnerships, and future business or client relationships. Dimitar has more than 15 years of financial services experience having worked as a Portfolio Manager at O’Shaughnessy Capital Management in Greenwich, Connecticut (a quantitative asset management firm with $2B in AUM), an Associate Portfolio Manager at First Princeton Asset Management in Princeton, New Jersey ($300mm of AUM), and an Analyst at Merrill Lynch in New York City (as part of the Latin America Investment Strategy Team). Dimitar graduated from Rutgers University, Rutgers Business School in 1999, majoring in Finance with a Mathematics minor.
Investment Advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Haven Wealth Management are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 20435 - 2020/9/23
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.
Investment Advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Haven Wealth Management are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 20435 - 2020/9/23
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.