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Partner & Director of Private Direct Investments
George is a Partner in our New York office and heads the firm’s Private Direct Investment Program. In this capacity, he leads a team of investment professionals who source and diligence private companies and real estate for client investment. In addition, he is actively engaged with his team’s clients by providing a holistic approach to wealth management. George has more than forty years of capital markets, portfolio management, and investment experience and is a member of the firm’s Private Markets Committee.
George joined the firm in December 2020 when Cerity Partners acquired Algonquin Advisors, an independent investment advisory firm he founded in 1998. As Founder and Chief Investment Officer, he provided private clients and foundations with access to institutional-quality investment consulting services, investment managers and private direct investments.
Prior to founding Algonquin Advisors, George worked in various sales, trading, and managerial capacities with leading New York investment banks Bear Stearns & Co. and The First Boston Corporation. He was a future and options trader on the Chicago Board of Trade, and began his career as a commercial lending officer with Northern Trust Bank in Chicago.
Was there a specific incident in your life that made it clear you were made for this career?
While watching a Bears game at Soldier Field, I explained a complicated investment to someone with little investment experience - and they understood it. That's when I realized I had a knack for the business.
What differentiates Cerity Partners from other firms in our space?
Our partnership structure delivers a truly meaningful investment experience for our clients, as they benefit from the expertise and experience of their individual advisor team as well as that embedded throughout the firm.
What do you do in your personal life that helps you help your clients?
I believe in a well-rounded life full of strong personal relationships, an active lifestyle, and mentoring others. My personal and business life blend into one, and I treat both the same.
What does the world need now more than anything?
The ability to have a civil discourse between and among people of differing views.
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