About Me

George has become a thought leader in our industry.  He is well-respected among his peers as he has built extensive knowledge in quantitative investment strategies, risk management research, and portfolio management.  In addition to obtaining his Ph.D. in engineering from Cornell University in 1997, he also received an MBA of high distinction from the University of Michigan with a concentration in finance.  Back in 2011, George presented as an industry expert on the topic of "The ETF Revolution & Active Portfolio Management" at University of Michigan Ross School of Business.  His work has been published in peer reviewed academic financial journals and he has authored numerous research white papers that have won investment industry awards.  He has also spent time as an adjunct professor at Walsh College teaching graduate level investment courses.  After 10 years as Co-Chief Investment Officer and Head of Research / Portfolio Management for Flexible Plan Investments (a firm which managed over $2 billion in assets), he went off on his own to become a quantitative research consultant. 

His most prestigious designation, and by far the most difficult to achieve in our industry, is the Chartered Financial Analyst.  In addition to the CFA®, he has also earned the designation of Financial Risk Manager (FRM®).

Prior to his years in the financial industry, George had a 10-year engineering career where he developed various analytical models for the automotive industry, lastly with General Motors.  Early on, he was also the winner of the Henry Ford Technology Award from Ford Motor Company. 

His desire to join Rochester Wealth Strategies came from a firm belief in a disciplined process of wealth management that aligned well with the our approach.  He maintains a great interest in establishing a superior client portfolio track record and felt that this would be the ideal place to help achieve that.  

George has lived in Michigan for over 25 years.  He enjoys traveling, reading, and spending time with family.  He currently resides in Rochester with his wife and one son, while his other other son is away pursuing a Ph.D. degree in electrical engineering at Purdue University.