GeoWealth Appoints Jen Wing as Head of Asset Management, Yasmin Bilger as Independent Board Member

Wing and Bilger bring years of commercial and investment product expertise to drive forward GeoWealth’s advisor-focused TAMP offering

CHICAGO–(BUSINESS WIRE)–#Advisors—GeoWealth, a modern turnkey asset management program (TAMP) built to support advisors, today announced the hiring of its new Head of Asset Management, Jen Wing. Bringing a breadth of commercial and technical investment management experience to GeoWealth, Wing will play a critical role in shaping the firm’s flexible, outsourced model management program that supports both advisor-managed and third-party models.

Wing joins GeoWealth after 13 years at J.P. Morgan and will lead GeoWealth’s asset management division, supported by the firm’s proprietary enterprise software platform. Most recently, Wing was the Head of Investment Content in the U.S. Wealth Management division at J.P. Morgan and held a variety of investment-related roles from portfolio management to digital product, strategy, operations, and marketing. Wing graduated from the University of Pennsylvania – The Wharton School with a Master’s in Business Administration, and from Penn State University with a bachelor’s in Finance.

“What attracted me to GeoWealth was the authenticity of their mission, to deliver a better solution for the modern RIA. Our asset management business will provide even more ways for clients to work with us, partnering with the smartest, most trusted companies in the industry to do just that,” said Wing. “We are 100% committed to delivering a more expansive marketplace, new investment tools and capabilities, and an elevated content experience for our clients. I’m ready to get to work.”

GeoWealth has also added Yasmin Bilger to its Board of Directors as an Independent Director. Bilger is a Managing Director and the Head of ETFs at Engine No. 1, an investment firm purpose-built to create long-term value by driving positive impact through active ownership. Prior to joining Engine No. 1, Bilger served in various roles at J.P. Morgan Asset Management building out the ETF business, most recently as the Head of Americas Beta Specialists. She has deep expertise in ETFs, product development, distribution, and the commercialization of new business segments. Bilger is a graduate of Harvard Business School.

“For years, we have evaluated adding asset management talent to help us build the TAMP model of the future. Our search was very specific: dynamic, diverse, business builders that understand the integral role that technology will play in supporting the evolving needs of the modern advisor,” said Colin Falls, president of GeoWealth. “Jen and Yasmin are both incredibly talented rising stars in our industry, and we are thrilled to welcome them to the GeoWealth team.”

Last month, GeoWealth announced its $19 million Series B funding round led by Kayne Partners Fund, the growth private equity group of Kayne Anderson Capital Advisors, with a follow-on investment from J.P. Morgan Asset Management. Bilger is the latest addition to the Board of Directors, which also includes representatives from J.P. Morgan and Kayne Anderson Capital Advisors.

To learn more about how GeoWealth can serve your firm, please visit geowealth.com.

About GeoWealth

GeoWealth is a turnkey asset management platform (TAMP) and financial technology solution with more than $16B in platform assets and $7B in AUM, built specifically for the needs of modern RIAs. Serving approximately 1,000 independent advisors, GeoWealth’s user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model portfolios and fully offload mid- and back-office responsibilities, including performance reporting, billing, portfolio accounting and more. Via its customizable open-architecture platform, GeoWealth enables advisors and firms to grow faster and serve clients more efficiently. For more information about GeoWealth, visit us at geowealth.com and follow us on LinkedIn.