About
Lindsey Repp is currently a Client Portfolio Manager at GeoWealth in Chicago, Illinois, where she oversees client portfolios and provides strategic investment guidance to advisors and institutions. In this role, she works closely with clients to ensure portfolio alignment with investment objectives, risk tolerance, and market trends, leveraging her expertise in portfolio construction and client service.
Her investment focus spans multi-asset portfolios, including equities, fixed income, and model portfolios tailored to financial advisors and enterprise clients using GeoWealth's platform. Lindsey brings a strong understanding of digital wealth management and investment strategy, gained from her previous roles at Stash, where she served as Manager, Investment Strategy and Advice, and as a Senior Associate in Trading and Brokerage Operations.
Lindsey holds a Bachelor's Degree in Business, Entrepreneurship, and Organizations with an Economics track from Brown University, providing her with a solid foundation in economic theory and investment management. Her significant contributions include enhancing client portfolio solutions and supporting the integration of technology-driven investment advice at both GeoWealth and Stash.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| GeoWealth | Client Portfolio Manager | Jul 2022 to Present | — |
| Stash | Manager, Investment Strategy and Advice | Aug 2021 to Jul 2022 | •Analyzed market and economic trends to produce investment-related advice and content for our 2.5 million paying subscriber (e.g., Market Monthly Insights Report) using Factset, Refintiv and other sou... |
| Stash | Senior Associate, Trading and Brokerage Operations | Jun 2020 to Aug 2021 | •Cross-functional team player who worked to bridge the gap and ensure effective communication and collaboration between various teams including Trading, Operations, Product, Engineering, Customer Supp... |
| HG Vora Capital Management | Trader | Jan 2019 to Jan 2020 | •Member of 3-person trading team responsible for executing/booking trades of securities across multiple asset classes •Worked closely with senior management (Portfolio Manager, COO, CFO, CCO) to ensur... |
| Bank of America Merrill Lynch | Equities Sales Trader | Jul 2018 to Jul 2019 | •Worked for Bank of America’s Equity Platform Distribution business serving as a single point of contact for institutional clients across both advisory and execution services •Facilitated trading in H... |
| Bank of America Merrill Lynch | Sales and Trading Summer Analyst | Jun 2017 to Aug 2017 | — |
| Bank of America Merrill Lynch | Sophomore Sales and Trading Summer Analyst | Jun 2016 to Aug 2016 | — |
Education
Brown University
Bachelor's Degree, Business, Entrepreneurship and Organizations (Economics Track)
2014 — 2018
Scarsdale High School
High School
2010 — 2014
Skills & Expertise
Others at Geowealth Management, LLC (9)
| Name | Role | Location |
|---|---|---|
 | VP, Senior Trading Specialist | Chicago, IL , United States |
 | Chief Investment Officer | Stamford, CT , 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 |