
As a Senior Managing Director at Seventy2 Capital, George takes a holistic and client centric approach to wealth management. His “family office” platform allows him to act like his clients’ personal CFO, helping to ensure that their specific goals are met. He believes his ability to provide customized solutions that address his clients’ assets and liabilities allows him to meet the unique needs of each individual client. Although he does not have a specific target for clients, George’s strongest relationships are with business owners.
Prior to joining Seventy2 Capital, George gained over 35 years of experience in financial services and specifically 32 years as a financial advisor, cultivating long lasting relationships and meeting clients’ needs.
Outside of work, George enjoys spending time with family, golf, tennis, pickleball, skiing, running, and gardening. He earned his bachelor’s degree in Economics from George Mason University.
CA Insurance License #: 0D11604. Resident State VA.
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