George brings more than 20 years of experience in the financial services industry and in-depth understanding of institutional clients and their needs. As Managing Director – Client Portfolio Manager, George is responsible for investor acquisition and capital raise efforts specifically in the West region.
Prior to joining Forum, George was Vice President of Capital Markets at JVM Realty where he managed all aspects of capital raise and marketing in private illiquid multifamily investments to RIAs, bank trusts, and family office clients around the country. Before that, he held similar high-profile positions at MFS Investment Management, Pioneer Investments, Thornburg Investment Management, and OppenheimerFunds.
George holds a B.A in Business Administration with a concentration in Finance from the University of Colorado. Outside of work George enjoys spending time with his family, swimming in the ocean and traveling the world.