Meet The Team

GeoWealth Strategic Partner

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As Senior Portfolio Manager, Rob Gee is responsible for the firm's internally managed UMAs and models. In this role, he is responsible for asset allocation, developing and implementing Capital Markets Assumptions, and leading the manager selection process to optimize portfolio performance.
Before joining GeoWealth in 2024, Rob served as the Head of Investment Research at Freedom Advisors, where he managed the firm's UMA models and played a crucial role in driving investment strategy. Before Freedom Advisors, Rob provided buy-side equity research for AMLP and DTEC ETFs at Alps Inc. and was a research analyst for multi-asset portfolios at Jackson National Life. He also contributed to capital market assumptions and economic outlooks and served as a voting member of the Investment Committee. Rob received his MBA from the University of Denver with a concentration in Finance and his B.S. in Accounting and Finance from the University of Colorado at Denver. Rob holds the Chartered Financial Analyst® (CFA) designation.
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Meet The Team

GeoWealth Strategic Partner

Picture
As Senior Portfolio Manager, Rob Gee is responsible for the firm's internally managed UMAs and models. In this role, he is responsible for asset allocation, developing and implementing Capital Markets Assumptions, and leading the manager selection process to optimize portfolio performance.
Before joining GeoWealth in 2024, Rob served as the Head of Investment Research at Freedom Advisors, where he managed the firm's UMA models and played a crucial role in driving investment strategy. Before Freedom Advisors, Rob provided buy-side equity research for AMLP and DTEC ETFs at Alps Inc. and was a research analyst for multi-asset portfolios at Jackson National Life. He also contributed to capital market assumptions and economic outlooks and served as a voting member of the Investment Committee. Rob received his MBA from the University of Denver with a concentration in Finance and his B.S. in Accounting and Finance from the University of Colorado at Denver. Rob holds the Chartered Financial Analyst® (CFA) designation.