GeoWealth, a modern turnkey asset management platform (TAMP) built for advisors, has announced the hiring of Steve Miller, CFP®, Blaise Santiago, and Bryan Watson to serve as VP Business Development in their respective territories, while John Starnes was appointed VP Business Development in August 2021. Led by Scott Silverman, CIMA®, SVP, GeoWealth’s Head of Distribution, the firm expands national reach to maintain momentum and continue solving for the investment management, enterprise technology and operational challenges of modern RIAs.
GeoWealth is committed to increasing market share among advisory firms nationwide following its Series B funding in November 2021. To that end, GeoWealth adds Miller, Santiago, Starnes and Watson to its experienced, RIA-focused distribution team. See below for more on the backgrounds of GeoWealth’s latest hires:
• Steve Miller, VP, Business Development: Based in Chicago, Miller will support distribution efforts in the Midwest. Prior to joining GeoWealth, he most recently spent 15 years at SEI in a business development role.
• Blaise Santiago, VP, Business Development: Based in San Francisco, Santiago will support distribution efforts in the Northwest. Prior to joining GeoWealth, he most recently spent 7 years at Orion Portfolio Solutions in a business development role.
• John Starnes, VP, Business Development: Based in Florida, Starnes will support distribution efforts in the Southeast. Prior to joining GeoWealth, he most recently spent 8 years at AssetMark in a business development role.
• Bryan Watson, VP, Business Development: Based in Denver, Watson will support distribution efforts in the Southwest. Prior to joining GeoWealth, he spent 21 years at Envestnet, most recently in a business development role focused on the RIA channel.
“We are bringing on best-in-class talent from across the industry to serve the evolving needs of RIAs, and I’m proud to welcome Blaise, Bryan, John, and Steve to our experienced team,” said Silverman. “GeoWealth’s unique legacy of working for and supporting RIAs has been validated time and again, and attracting proven talent will help us increase momentum.”
In addition to building out its business development team, GeoWealth intends to hire aggressively among its product, engineering, and client service groups. To learn more about GeoWealth and its cost-efficient, customizable, and flexible solution built expressly for RIAs, please visit geowealth.com.
