Peter Macioch

Peter Macioch is a Senior Trading Specialist at GeoWealth, based in Chicago, IL, where he plays a vital role in managing trading operations for clients, including executing trades, reconciling accounts, and supporting onboarding of new accounts to the GeoWealth platform. His responsibilities span trade execution, account mapping, and coordinating with operations staff to streamline trading and cashiering requests, ensuring efficient investment management for GeoWealth’s clients.

With extensive experience in trading and operations, Peter began his investment career as an Underwriting Technician at Euclid Managers before advancing to QC Team Lead at Envestnet, Inc., where he developed expertise in quality control within financial operations and technology. His work spans diverse asset classes and sectors, with a particular focus on equities, ETFs, fixed income products, and manager allocations suited for multi-asset portfolios, aligning with GeoWealth’s core offerings in outsourced investment management and platform solutions.

Peter holds a Bachelor of Arts degree in Economics from the University of Illinois at Urbana-Champaign, providing a solid grounding in financial markets and economic analysis. His significant achievements include contributing to operational enhancements and trading infrastructure at both Envestnet and GeoWealth, supporting scalable growth and rigorous quality standards within industry-leading investment platforms.