George joined the firm in 2017 as an Investment Counselor. Drawing on more than 20 years of investment experience, he advises institutions, individuals, and families. As a Certified Financial Planner™, George works closely with clients to develop a comprehensive structure for asset stewardship, while managing their investment portfolios within the context of their overall financial plan. George’s prior experience includes 15 years at Round Hill Asset Management, where he served as a portfolio manager and research analyst.

George graduated from the University of California, Berkeley in 2000 with a Bachelor of Science in Environmental Economics and Policy and a minor in Classics. A Pasadena native and resident, George enjoys spending time with his wife and three boys. George serves on the Methodist Hospital Foundation’s Planned Giving Committee and is a Board Member and Past President (2019–2021) of Pasadena Southwest Little League. Additionally, George is a coach for both the American Youth Soccer Organization (AYSO) and Little League Baseball.