As a senior investment professional with 30 years of financial markets experience, George works with high net worth families on their cross-border financial needs. He has experience advising a broad range of investors from around the world on investment strategy and portfolio construction, across all major asset classes and multiple currency regimes. He joined MASECO in 2015, with a focus on investors with UK/US jurisdiction exposure, reflecting his own status as an American in the UK.
Passionate about the critical importance of the intersection of wealth planning and investment management, George often advises people going through significant 'wealth events' such as selling a business, divorce, or retirement, as well as step-function career milestones such as achieving partner status. For George, providing wealth advice requires a comprehensive approach, incorporating clients' quantitative goals and needs, ensuring thoughtful decisions can be made involving key trade-offs. Beyond balancing risk and return, this includes weighing short-term vs long-term objectives and consideration of the broad impact of investment decisions in relation to a client's finances, the social and environmental world they care about, as well as family and philanthropic goals.
IN HIS SPARE TIME...
Having moved to the UK in 2007, George insists on not being London-centric and enjoys actively exploring the rest of the country. Although his early wine collection didn't survive the relocation to the UK, he remains an avid explorer of vineyards around the world. More gentleman driver than true petrol head, George enjoys driving cars on tracks more than someone who doesn't own a car probably should. A keen golfer, he plays just well enough to not embarrass himself or his host/guest on the course but is unlikely to ever find the time to get as good as he is in his own imagination. Although he feels quite at home in the UK, George does enjoy maintaining his connections to the US through political and social groups for Americans in London, including the alumni network of his alma mater Brown University.
EDUCATION AND CREDENTIALS:
- Bachelors Degree, Brown University
- Working with high net worth investors at AllianceBernstein and Royal Bank of Canada in New York, Miami and London
- Institutional Investor-ranked analyst at CSFB in NY for media & telecom sector
- Certificate in Financial Services from the Society of Trust & Estate Practitioners (STEP)
- Certified Financial Analyst (CFA)
- Investment Advice Diploma (IAD)