Bridget Ward

Bridget Ward is Compliance Specialist at GeoWealth, a Chicago-based wealth technology firm and SEC Registered Investment Advisor. Bridget is responsible for developing, monitoring and maintaining GeoWealth’s compliance program. Prior to joining GeoWealth in 2022, Bridget was the Chief Compliance Officer at Spotlight Asset Group. She also held multiple roles at JPMorgan Chase & Co.  including Conflicts and Compliance Testing for the Corporate & Investment Bank. Bridget received a Bachelor of Arts from the University of Notre Dame in 2007 and J.D. from The Seton Hall University School of Law in 2012.

1g. IA/PF - Annual Review of Policies and Procedures (Basic - OPEN)