Areas of expertise
Portfolio management for private clients and their families, charities, trusts, and pension funds.
George began his career with Goodbody Private Clients in 2003 and was a member of the team that founded the Smith & Williamson Dublin office in 2011.
He enjoys working with a focussed group of clients and their professional advisers with whom he has long standing relationships.
He also has experience in managing multiple portfolios for family groups and entrepreneurs. George also manages a range of non Euro based strategies for clients holding funds in GBP and US Dollars.
Notable client work and achievements
- Managing multicurrency pension and personal portfolios for senior executives in the Aircraft Leasing Industry.
- Managing several charity portfolios funding medical research.
George holds an undergraduate degree in Business and Finance in addition to a Professional Diploma in Financial Advice (QFA).
He is also a registered stockbroker and a member of the Institute of Bankers in Ireland. George also holds a Diploma in Aviation Finance from the Law Society of Ireland.