Wealth advisor for families and foundations.
George brings many years of experience to his role as Managing Director for Consilium. In his most recent roles as a Senior Portfolio Manager and as a Portfolio Manager Team Leader he provided transparent, objective investment advice that delivered exceptional investment performance for his clients.
George also helped design Consilium’s Capitalize stewardship program that develops a family’s financial, human, and intellectual capital for multiple generations.
Past portfolio manager at Northern Trust & US Trust
Accounting for non-profit organizations
Certified Financial Planner (CFP)
- MBA - University of Southern California
Enjoys basketball, fishing, comedy, and non-profit work.