- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
George is a Senior Portfolio Advisor at Northern Trust. He works with his clients to understand their goals and build comprehensive financial plans to help them achieve those goals.
Experience
He joined Northern Trust in 2014 as a Senior Portfolio Advisor. Prior to joining Northern Trust, he spent nearly 25 years as an analyst and portfolio manager for the investment management division of Union Bank in San Francisco.
Joined Northern Trust
2014
Education
Bachelor of Science in Business Administration with an emphasis in Finance, University of California at Berkeley.
Credentials
Chartered Financial Analyst (CFA). Certified Private Wealth Advisor (CPWA).
San Francisco
Cash Services Unavailable | ATM Available*
580 California Street
Suite 1900
San Francisco, California 94104
*Account transaction fees may apply when a non-Northern Trust card is used.
**Allpoint and MoneyPass Network ATMs are surcharge free for NT cardholders. Locate these ATMs in the Private Passport App by selecting Find ATM on the sign in landing page. Some Allpoint ATMs may display a surcharge screen. Select “Yes” to proceed; a surcharge will not be charged, displayed on your receipt, or deducted from your account.