Member, Family Office Solutions

George began his US-based career in the early 2000s as a management consultant with Bain & Company and later with Andersen Consulting (Accenture). He graduated from Cornell's Johnson School of Management with his MBA in 2001 and earned his CFA and CFP designations in 2005 and 2006.

George has been involved in managing private wealth since 2003. His recent prior experience includes working as a product strategist for a top tier independent broker dealer group in US with 8000+ financial advisors and as a due diligence analyst covering real estate investment trusts and oil & gas partnerships on Wall Street.

Since joining the firm, George has played a critical role in developing sophisticated Family Office solutions for client families with over $50 million assets. He is responsible for customizing comprehensive, consolidated financial and wealth management reporting based on analysis of complex multi-generational issues respecting investments, family governance and entity relationships. George also provides due diligence on investment opportunities presented to clients.