About
David Kjellman is the Vice President and Senior Trading Specialist at GeoWealth in Chicago, overseeing the management of model portfolio updates and the processing of trade requests in client accounts. His role focuses on supporting institutional clients, with expertise in model-based trading and portfolio implementation across equities, fixed income, and ETF asset classes.
Prior to joining GeoWealth in 2021, David spent seven years as a Senior Institutional Trader at Envestnet, Inc., where he was responsible for large-scale trading operations for institutional portfolios, and earlier served as a Trader at Regal Securities/E-Option for over seven years, gaining deep experience in equity and options trading.
David holds a Bachelor of Science in Finance from North Park University and pursued Business Law and Economics studies at Umeå University. He is recognized for his disciplined approach to trade execution and portfolio management, contributing to operational excellence in the investment management industry by ensuring accurate and timely implementation of multi-asset model portfolios for clients at GeoWealth and previous employers.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| GeoWealth | VP, Senior Trading Specialist | Mar 2021 to Present | — |
| Envestnet, Inc | Senior Institutional Trader | Dec 2013 to Mar 2021 | Working in team environment executing equity block trades and fixed income trades for advisory platform with $1.2 trillion AUM.
• Execute block trades, often exceeding $1 billion, of ETF’s and single ... |
| Regal Securities/E-Option | Trader | Feb 2006 to Dec 2013 | Worked on a trade desk taking orders over the phone from active traders that primarily traded options. Managed auto trading programs calculating requirements for orders sent in by program managers and... |
Education
North Park University
Bachelor of Science, Finance
2000 — 2003
Umeå University
Business Law/Economics Studies
1997 — 1999
Others at Geowealth Management, LLC (9)
| Name | Role | Location |
|---|---|---|
 | Chief Investment Officer | Stamford, CT , United States |
 | Client Portfolio Manager | Chicago, IL , United States |
R Rob Gee | VP, Portfolio Manager | San Francisco, CA , United States |
 | Trading Specialist | Chicago, IL , United States |
 | VP, Portfolio Management | Head of Trading | Chicago, IL , United States |
 | Trading Analyst | Chicago, IL , United States |
 | Client Portfolio Manager, Investment Solutions | Chicago, IL , United States |
 | Senior Trading Specialist | Chicago, IL , United States |
S Sam Smith | Portfolio Manager | Denver, CO , United States |