George is Director of Institutional Services and a member of the firm's Investment Policy Committee and the Clarfeld Advisory Board. George's primary focus is working on strategic asset allocation, manager selection and due diligence, and portfolio construction. He joined Clarfeld in 2014.
George serves as a resource for the firm's client advisors on complex investment implementations and intricate client relationships. He also works directly with clients regarding investment advisory and financial planning services.
George is a Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and a member of the CFA Institute and CFP Board of Standards.
Together with his wife and three children, George lives on Long Island, N.Y. He is active in his community's youth sports programs. An avid sports fan, he enjoys playing golf whenever he can get a few hours for himself