Anthony Brose

Anthony Brose is a Trading Analyst at GeoWealth in Chicago, IL, where he is responsible for supporting portfolio implementation, trading operations, and investment strategy execution on the platform's suite of managed accounts. At GeoWealth, a highly regarded turnkey asset management platform (TAMP), his role centers on overseeing multi-asset portfolios and ensuring efficient, compliant trading solutions for independent RIAs and institutional clients.

Prior to joining GeoWealth, Anthony worked as a Financial Solutions Advisor at Merrill Lynch, where he provided tailored investment guidance and financial planning services for high-net-worth individuals. He also gained hands-on experience as a Wealth Management Intern at Johnson Investment Counsel, supporting portfolio construction and research efforts. Throughout his career, he has developed expertise across equities, fixed income, and ETF-based model portfolios, with a consistent focus on delivering scalable investment solutions.

Anthony holds a Bachelor of Business Administration in Finance from the University of Cincinnati. His academic background and practical experience position him to contribute meaningfully to GeoWealth's mission of empowering advisors with innovative technology and robust investment platforms, particularly in the areas of portfolio management and trading processes.