In Financial Services since: 1997
With Marshall since: 2006
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“I’m not in the rate-of-return business. I’m in the business of building net worth,” says George, Chief Investment Strategist for Marshall Financial Group. He performs mutual fund due diligence, “looking under the hood at the details of various investments,” and constantly monitors client funds to ensure they are performing to expectation given market conditions.
George is also exceptionally talented at distilling data into simple concepts and strategies so that clients can understand exactly what is going on with their money. George holds an MBA in Finance, and worked for Liberty Ridge Capital and United Asset Management before joining Marshall Financial Group.
When not focused on investment and market activity, George is a car enthusiast. In warmer months, George enjoys vegetable gardening, with a preference for organic methods; while during the colder months, he turns his attention to woodworking, engaging in his passion for black walnut cabinets and tables.