Brandon L. Rivera, the Founder and CEO of Unity Wealth Partners, has been immersed in the financial planning industry for as long as he can remember. His journey began in the early '90s, when he joined his step-father at radio and television studios, where he learned about the importance of financial planning and living trusts to preserve estates. Grateful for the disciplined work ethic instilled in him by his grandfather Ray, Brandon chose to pursue a career in financial planning. While completing his college degree, he obtained professional licensing and gained valuable insights from industry leaders, culminating in a rigorous financial planning program at UCLA. Driven by a passion for guiding his clients toward their life's purpose, Brandon finds joy in witnessing their growth and success, envisioning a future where family, friends, colleagues, and clients transition from success to significance.
Noah Kiedrowski is an investment adviser and portfolio manager specializing in options-based portfolio strategies to augment a comprehensive investment approach to growth and long-term capital appreciation. Noah Kiedrowski deploys his holistic growth-centric portfolio management expertise via a blended portfolio strategy using risk-denied options, long-term/short-term stock holdings, and dynamic cash positioning. Noah has a Bachelor of Science in Biological Sciences and a Master of Science in Molecular and Cellular Biology.
I have been a financial advisor for over 10 years. I have specialized in the helping educators with their supplemental retirement accounts as well as educating the consumer and business owners on how to create a subset of money dedicated to tax-free retirement. When it comes to Life insurance I keep in mind the goal of the consumer and custom tailor plans to meet their needs. Being a father and husband I understand the importance of preparing for a healthy and robust retirement as well as protecting my assets and family just in case life takes a turn and something happens prematurely that is out of my control. I understand that balance of life is important. It's important to have enough money to enjoy the fruits of your labor. I love to travel with my incredible wife and friends as well as play music with my band on occasion. All in all I love when it comes to individual's retirements I love being a part of the education and solution process.
Alex handles model updates, oversees daily trading, and works with the Investment Committee on due diligence and review of GeoWealth offerings.
Prior to joining GeoWealth, Alex spent over three years at Envestnet, a provider of portfolio management tools and reporting solutions for financial advisors and institutions. Alex graduated from the University of Nebraska-Lincoln College of Business Administration with a B.S.B. in Economics. He also obtained his Chartered Financial Analyst® (CFA) designation.
Ivo oversees all aspects of the portfolio management process and specializes in designing strategic asset allocation models and strategies.
Prior experiences include: serving as a Director at TD Ameritrade; as the Chief Portfolio Manager for Amerivest; 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, and an MBA from Thunderbird – The Gavin School of International Management. He also holds both the Chartered Financial Analyst (CFA) and the Certificate in Investment Performance Measurement (CIPM) designations.
Jen is responsible for delivering on the broad range of investment needs of their clients, ensuring their platform offers access, flexibility, and investment expertise. In this role, Jen draws from over a decade of experience in various positions across asset management– from investment manager due diligence to digital product, strategy, operations, and marketing.
Prior to joining GeoWealth, Jen spent her career at J.P. Morgan, most recently as the head of US Wealth Management investment content and digital product. Prior to this, Jen started and managed the global Sustainable Investment Leadership team in Asset Management. Jen started her career by building a multi-manager thematic model portfolio program for high-net-worth clients.
David is responsible for managing model portfolio updates and processing trade requests in client accounts.
Prior to joining GeoWealth, David spent 7 years at Envestnet as a Senior Trader on their Institutional Trade Desk. David graduated from North Park University with a B.S. in Finance. He currently holds Series 7, 55, and 63 licenses.
Justin oversees the team responsible for the day-to-day back office operations of the rm. He also leads the group responsible for providing support and solutions to advisory clients, with a focus on billing and reporting services. His team also provides training and ongoing consulting on platform navigation and functionality.
Prior to joining GeoWealth in 2014, Justin spent over 7 years at Envestnet, a provider of portfolio management tools and reporting solutions for financial advisors and institutions. In his most recent role there, he was an Associate VP of Advisor Services. Justin graduated from the University of Illinois at Urbana-Champaign College of Business with a B.S. in Finance. He holds the Series 65 Uniform Investment Advisory License.