CFA, CFP®, CAIA, CKA®
Partner, Wealth Manager
George has worked in the wealth management industry since 2008. With all the complexity in finance, he will get rid of the noise to keep it painless and simple. George has a passion for learning and helping clients live and give well.
B.S. from Bryant University
Chartered Financial Analyst (CFA)
CERTIFIED FINANCIAL PLANNER™ (CFP)
Certified Kingdom Advisor (CKA)
Chartered Alternative Investment Analyst (CAIA)
Bank of America Private Bank
Married with two boys, and lives in Scituate (RI)
Everything from bluegrass to solo piano
Born in the Republic of Georgia and came to the U.S.A. in 1990.
God Bless America!!!
Self-proclaimed "foodie". If you need ideas on a place to eat, call George!
Member of Ocean State Baptist Church
Fishing, gardening, travel