GeoWealth’s Jack Hannah on Driving Growth Through Operational Scale
Jack Hannah, President & COO of GeoWealth, details how RIAs can scale operations while expanding portfolio flexibility.
The investment management world is rapidly changing. We are on the cutting edge of what a UMA is and how it should actually work in a client account. With operations as the backbone of any successful advisory firm, how can UMAs can enable advisors to more efficiently incorporate less liquid private markets strategies into model portfolios, and how can technology and operational excellence are reshape the advisor experience?
In this episode, Jack Sharry, Managing Director at SEI LifeYield, speaks with Jack Hannah, President & COO of GeoWealth, about how GeoWealth’s technology:
- Helps lift operational burdens from RIAs so they can run their businesses more efficiently and grow faster
- Allows advisors to holistically manage private markets alongside public markets in a single UMA
- Provides the tools to manage the liquidity constraints and subscription workflows for interval fund investments
About Jack Hannah
As President & COO, Jack oversees the Operations, Service, and both Digital and Investment Product divisions of GeoWealth. Jack is also fully dedicated to GeoWealth’s strategic business initiatives, ensuring the platform’s capabilities evolve in line with the unique needs of our clients. With over 15 years in the financial services industry, Jack draws from a wide range of experiences in his role at GeoWealth.
Disclosure:
The information provided in this podcast is intended for general information and educational purposes only. We do not guarantee the accuracy of the information presented and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice or a solicitation. Investments are not guaranteed and are subject to investment risk, including possible loss of the principal amount invested. GeoWealth has not been compensated for this podcast. This is not an endorsement or testimonial of any product or service.
