George has been in the financial services industry since 1983. He leads the firm’s fixed income technical discipline group, which is responsible for investment strategy and implementation specifically related to fixed income securities. George designs and implements custom fixed income portfolios for individual and corporate clients while taking into account their specific income and liquidity needs. In addition to his expertise in fixed income, George also develops and manages large cap and mid cap equity portfolios.
George is a member of the firm’s Investment Committee and is licensed in Series 7, 63, and 65 as well as life insurance.