Chief Investment Officer, GeoWealth
As the Portfolio Manager and Chief Investment Officer at GeoWealth, Ivo oversees all aspects of the portfolio management process. Ivo specializes in designing strategic asset allocation models and strategies. Prior to joining GeoWealth, Ivo was a Director at TD Ameritrade and the Chief Portfolio Manager for Amerivest (over $3B in AUM). Ivo has also served 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 in 1995, and an MBA from Thunderbird - The Gavin School of International management in 1997. He also obtained the CFA designation in 2001 and his CIPM designation in 2017.
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.