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Driving Growth Through Operational Scale with Jack Hannah

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This week, Jack Sharry talks with Jack Hannah, President & Chief Operating Officer at GeoWealth. Jack oversees the firm’s operations, service, and both digital and investment product divisions. He is also fully dedicated to GeoWealth’s strategic business initiatives, ensuring that the platform’s capabilities evolve in line with their clients’ unique needs.

Jack talks about what enables firms to grow and what holds them back. He discusses how operational efficiency can boost RIA growth without breaking their back office and how modern platforms are reshaping investment management. Jack also shares the importance of partnerships and how GeoWealth is pushing the boundaries of what a single client account can deliver.

WealthTech on Deck

About WealthTech on Deck

WealthTech on Deck is an SEI podcast about the future of wealth management and the major role technology plays in it.

About SEI

SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that’s money, time, or talent—so they can better serve their clients and achieve their growth objectives.

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